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Client Manager Jobs in Appleton, WI (NOW HIRING)

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...

Royal Bank of Canada

Client Associate

Green Bay, WI · On-site

Embrace RBC Wealth Management's core values and inclusive culture as an integral part of our branch serving financial advisors and our clients. As a Client Associate/Registered Client Associate ...

FOREVER INC

Client Care Associate

Hobart, WI · Hybrid

$17/hr

Manager of Client Care Company: Forever, Inc. ( www.forever.com ) About FOREVER At FOREVER ® , we help families and individuals save, organize, and share their precious memories - for generations.

Grant Thornton

Corporate Tax Manager

Appleton, WI · Hybrid

$111.70K - $150.30K/yr

Running client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget * Supervising, training, and mentoring senior associates ...

Grant Thornton

Corporate Tax Manager

Appleton, WI · On-site

$111.70K - $150.30K/yr

Running client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget * Supervising, training, and mentoring senior associates ...

Grant Thornton

Corporate Tax Manager

Appleton, WI · Hybrid

$111.70K - $150.30K/yr

Running client engagements from start to finish, including planning, executing, directing, and completing tax projects and managing to budget * Supervising, training, and mentoring senior associates ...

Jewelers Mutual Group

Client Service Representative

Neenah, WI · On-site

$16.50 - $22.50/hr

Ensure accurate documentation and tracking of policies, endorsements, and client communications in agency management systems. * Process Improvement: Identify opportunities for process improvement and ...

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Client Manager information

See Appleton, WI salary details

$32.2K

$64.5K

$104.4K

How much do client manager jobs pay per year?

As of May 30, 2026, the average yearly pay for client manager in Appleton, WI is $64,498.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,900.00 and $76,100.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Manager, and why are they important?

To excel as a Client Manager, you need strong relationship-building, account management, and negotiation skills, typically supported by a degree in business or a related field. Familiarity with CRM software, project management tools, and data analysis systems is commonly required. Exceptional communication, problem-solving abilities, and emotional intelligence help you stand out when managing client expectations and fostering loyalty. These skills and qualities are crucial for maintaining client satisfaction, growing business accounts, and ensuring long-term partnerships.

What are some common challenges Client Managers face when handling multiple client accounts simultaneously?

Client Managers often juggle several client accounts at once, which can present challenges such as managing competing priorities, ensuring consistent communication, and meeting diverse expectations. Time management and organization skills are crucial, as is the ability to quickly adapt to different client needs and industry sectors. Building strong relationships with both clients and internal teams helps mitigate misunderstandings and ensures deadlines and deliverables are met. Regular check-ins, clear documentation, and proactive problem-solving are key strategies to successfully navigate these challenges.

What does a Client Manager do?

A Client Manager is responsible for maintaining and growing relationships with an organization’s clients. They serve as the main point of contact, ensuring clients' needs are met and addressing any issues or concerns. Their duties often include managing client accounts, communicating regularly with clients, coordinating with internal teams to deliver products or services, and identifying opportunities for upselling or cross-selling. The goal of a Client Manager is to foster client satisfaction and loyalty, ultimately contributing to the company’s growth.

What is the difference between Client Manager vs Account Executive?

AspectClient ManagerAccount Executive
Primary RoleMaintains client relationships, ensures client satisfaction, manages ongoing accountsGenerates new business, acquires new clients, presents products/services
Required SkillsCustomer service, communication, relationship managementSales, negotiation, presentation skills
Work EnvironmentLong-term client engagement, account management teamsSales pitches, client meetings, prospecting
Industry UsageCommon in consulting, marketing, techCommon in sales, advertising, tech

While both roles involve client interaction, a Client Manager focuses on maintaining and growing existing client relationships, ensuring satisfaction and retention. An Account Executive primarily works on acquiring new clients and closing sales. Understanding these differences helps in choosing the right career path or job search focus.

More about Client Manager jobs
What are the most commonly searched types of Client jobs in Appleton, WI? The most popular types of Client jobs in Appleton, WI are:
What cities near Appleton, WI are hiring for Client Manager jobs? Cities near Appleton, WI with the most Client Manager job openings:
Client Manager jobs near you
Infographic showing various Client Manager job openings in Appleton, WI as of May 2026, with employment types broken down into 1% As Needed, 72% Full Time, 20% Part Time, 1% Temporary, and 6% Contract. Highlights an 88% Physical, 2% Hybrid, and 10% Remote job distribution, with an average salary of $64,498 per year, or $31 per hour.

Registered Client Associate

Raymondjames

Green Bay, WI

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 15 days ago

Job description

Job Description Summary

Families don't have to be people who live together or are related to one another. They are people who are there for each other, helping to plan together, and looking forward to sharing in each other's achievements.
At ZK Financial Group, we are seeking a Registered Client Associate to be part of our family. The ideal candidate has strong communication skills, experience working in the financial industry, and is detail oriented. Additionally, you must love dogs! (Yes, we said dogs; our office is dog friendly.)

Job Description

Essential Duties and Responsibilities

  • Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients
  • Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office
  • Open new client accounts, process money movement, and research information as needed
  • Ensure client paperwork and documentation is accurate prior to submission and processing. Follow up to ensure accurate completion
  • Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients
  • Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor
  • Create and maintain records and files utilizing Client Relationship Management (CRM) software
  • Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures
  • Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of

  • Company's working structure, policies, mission, and strategies
  • General office practices, procedures, and methods
  • Basic investment concepts, practices and procedures used in the securities industry
  • Financial markets, products and industry regulations

Skill in

  • Client Relationship Management (CRM) software
  • Microsoft Office
  • Effective communication (in-person, virtual, phone and mail)

Ability to

  • Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
  • Analyze and research account information
  • Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment
  • Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns
  • Handle stressful situations and provide a high level of customer service in a calm and professional manner
  • Analyze problems and establish solutions in a fast-paced environment
  • Use mathematics sufficient to process account and transaction information
  • Use appropriate interpersonal styles and communicate effectively
  • Work both independently and as part of a team
  • Provide a high level of customer service

Education and Licenses:

  • Bachelor's degree preferred
  • SIE, series 7 & 65/66 preferred, or willing to obtain in specified time period

Zuehlke Karcz Financial Group and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term "Raymond James" includes, but is not limited to, Raymond James Financial Services, Inc. ("RJFS") and Raymond James Financial Services Advisors. Inc. ("RJFSA") as affiliates.

Education

Bachelor's

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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