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Client Experience Jobs in Wisconsin (NOW HIRING)

Compeer Financial

Lending Client Coordinator

Johnson Creek, WI · On-site

$18.25 - $24.50/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. * Communicates, collaborateswithandprovidesassistancetoother ...

Compeer Financial

Lending Client Coordinator

Johnson Creek, WI · On-site

$18.25 - $24.50/hr

Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer. * Communicates, collaborates with and provides assistance to other ...

Franklin Covey

Client Partner - Education

Madison, WI · On-site

$105/hr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Client Partner Global Title: Client Partner Division & Department: Education Sales Status ... Experience selling to K-12 districts strongly preferred * Proven track record of: * Consistently ...

Sippel Law, LLC

Client Services Coordinator

Waterford, WI · On-site

$19.25 - $24.25/hr

You'll step into a vital role, backfilling a team member who has been promoted, and become an indispensable part of the client experience, directly supporting our marketing efforts and the entire ...

Sippel Law LLC

Client Services Coordinator

Waterford, WI · On-site

$19.25 - $24.25/hr

You'll step into a vital role, backfilling a team member who has been promoted, and become an indispensable part of the client experience, directly supporting our marketing efforts and the entire ...

Acrisure

Transportation Client Advisor

Stevens Point, WI · On-site

$75K - $150K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

What You'll Bring: * 3+ years experience in a client facing, client advising, or business development role required with experience in the insurance industry preferred. * Property and Casualty or ...

Hello Sunshine Travels

Client Specialist

Milwaukee, WI · On-site

We are seeking motivated individuals to join our growing team as a Travel & Client Experience Specialist. This flexible remote opportunity is ideal for individuals who enjoy planning, learning about ...

LPL Financial

Part-Time Client Service Associate

Hudson, WI · On-site

$23.52 - $39.17/hr

  • Medical

  • Retirement

  • PTO

Client Service Associate The Client Service Associate plays a crucial role in supporting financial advisors and ensuring an exceptional client experience. This position is responsible for ...

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Showing results 41-60

All JobsClient Experience JobsClient Experience Jobs in Wisconsin

Client Experience information

See Wisconsin salary details

$60.1K

$70.7K

$79.2K

How much do client experience jobs pay per year?

As of Aug 17, 2026, the average yearly pay for client experience in Wisconsin is $70,654.00, according to ZipRecruiter salary data. Most workers in this role earn between $65,600.00 and $75,700.00 per year, depending on experience, location, and employer.

What is client experience?

Client Experience refers to the overall perception and satisfaction a client has when interacting with a company or service provider. It encompasses every touchpoint, from initial contact to ongoing support, and aims to ensure that clients feel valued, understood, and well-served. Professionals in Client Experience roles work to improve communication, resolve issues efficiently, and create a positive relationship that encourages loyalty and repeat business.

What are the key skills and qualifications needed to thrive as a client experience professional, and why are they important?

To thrive as a Client Experience professional, you need strong interpersonal communication, problem-solving abilities, and a background in customer service, often supported by a relevant degree or experience. Familiarity with customer relationship management (CRM) software and feedback analytics tools is typically required. Exceptional empathy, patience, and active listening help you build rapport and understand client needs. These skills ensure positive client interactions, driving satisfaction, loyalty, and business growth.

What is the difference between Client Experience vs Customer Service Representative?

AspectClient ExperienceCustomer Service Representative
Primary FocusBuilding long-term relationships and enhancing overall client satisfactionHandling individual customer inquiries and resolving issues
Work EnvironmentStrategic, often involving cross-department collaborationOperational, primarily in call centers or retail settings
Required SkillsCommunication, relationship management, strategic thinkingCommunication, problem-solving, product knowledge
Common UsageIn industries like finance, tech, and consultingIn retail, telecom, and hospitality sectors

While both roles focus on customer interactions, Client Experience emphasizes strategic relationship building and long-term satisfaction, whereas Customer Service Representatives handle immediate inquiries and issue resolution. Understanding these differences helps in choosing the right career path or job search focus.

How does a client experience professional typically collaborate with other departments to improve customer satisfaction?

Client Experience professionals work closely with teams such as sales, product development, and customer support to identify and address client concerns. They often act as a liaison, gathering feedback from clients and sharing insights with internal teams to improve service offerings and processes. Regular meetings and cross-functional projects are common, ensuring that the client’s perspective is integrated into decision-making. This collaborative approach helps to create a seamless and positive client journey from initial contact through post-service support.

What are the most commonly searched types of Client Experience jobs in Wisconsin?

The most popular types of Client Experience jobs in Wisconsin are:

What are popular job titles related to Client Experience jobs in Wisconsin?

For Client Experience jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Client Experience jobs in Wisconsin look for?

The top searched job categories for Client Experience jobs in Wisconsin are:

What cities in Wisconsin are hiring for Client Experience jobs?

Cities in Wisconsin with the most Client Experience job openings:

Client Experience jobs near you
Infographic showing various Client Experience job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 20% Part Time, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $70,654 per year, or $34 per hour.

Client Relationship Specialist

Kestra Holdings

Sheboygan, WI • On-site

Full-time

Medical, Retirement

Posted 4 days ago

Job description

Lead with Purpose. Partner with Impact.
The Client Relationship Specialist II plays an advanced role in supporting client relationships, managing complex account and service needs, and helping deliver an exceptional client experience. As a trusted partner to Advisors and clients, this position serves as a primary point of contact for sophisticated client situations, including complex account structures, wealth planning initiatives, and ongoing service requests. In addition to client-facing responsibilities, the Client Relationship Specialist II contributes to operational excellence by identifying process improvements, participating in business initiatives, and mentoring less experienced team members.
This role requires strong technical knowledge, attention to detail, sound judgment, and a commitment to delivering a high level of service. This position also serves as a key development opportunity within the Wealth Management career path. Team members who successfully complete all required FINRA licensing requirements and demonstrate proficiency in client relationship management, advisory support, wealth planning processes, and overall job competencies may be eligible for advancement to the Wealth Advisor Associate role.
What You'll Do:
  • Manage complex account structures, including trusts, estates, and multi-entity accounts.
  • Support wealth planning initiatives in collaboration with Advisors and outside legal and tax professionals.
  • Serve as a primary service contact for clients, ensuring timely and accurate resolution of inquiries and requests.
  • Proactively identify opportunities to enhance client experience and improve service delivery.
  • Provide guidance, coaching, and support to Associates and newer Client Relationship Specialists.
  • Maintain current knowledge of regulatory requirements, compliance standards, and industry best practices.
  • Stay informed on industry trends and market developments relevant to client concerns and planning opportunities.
  • Collaborate with Advisors to gather client information, prepare reports, and support the development of financial plans and recommendations.
  • Assist Advisors with appointment scheduling, meeting preparation, agenda development, and follow-up on action items.
  • Support the implementation of client strategies and service plans by coordinating activities across internal and external partners.
  • Help ensure accurate maintenance of client records and documentation.
  • Participate in projects designed to improve operational processes, systems, workflows, and client service delivery.
  • Contribute ideas and feedback to enhance efficiency, scalability, and overall team effectiveness.
  • Support client appreciation events, educational seminars, workshops, and community engagement initiatives.
  • Assist with traditional and digital marketing activities that strengthen client relationships and support business development efforts.

What You Bring:
  • Strong understanding of financial services operations, account administration, and client service best practices.
  • Exceptional attention to detail and ability to manage confidential information with professionalism and discretion.
  • Excellent written, verbal, and interpersonal communication skills.
  • Ability to build trust and maintain strong relationships with clients, Advisors, and team members.
  • Strong organizational, time management, and prioritization skills in a fast-paced environment.
  • Proficiency with Microsoft Office Suite, CRM platforms, and financial planning software.
  • Ability to work independently while exercising sound judgment regarding situations that require Advisor involvement.
  • Ability to maintain accuracy under pressure while considering the broader context of a client's financial circumstances.
  • Strong problem-solving skills and a proactive approach to identifying and addressing client needs.
  • Demonstrated commitment to delivering a high-quality client experience and fostering long-term client relationships.

Benefits to support you:
  • Competitive pay and benefits with a large employer (over 1600 employees nationwide)
  • 401(k), health insurance, and a competitive benefits package
  • Work in a supportive, collaborative environment committed to professional excellence
  • Help clients navigate meaningful financial decisions with confidence
  • Opportunities for training, development, and long-term growth within the firm
  • Tuition reimbursement for qualified expenses

DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
  • You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
  • It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

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