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Client Manager Jobs in Wales, WI (NOW HIRING)

Cielo

Manager - Client Operations

Wauwatosa, WI · On-site +1

$130K/yr

Join Cielo as a Client Operations Manager! A career at Cielo will give you the opportunity to work with the industry's smartest people and to take ownership of your success! Cielo is a brand that ...

Cielo

Manager - Client Operations

Wauwatosa, WI · On-site

$130K/yr

Join Cielo as a Client Operations Manager! A career at Cielo will give you the opportunity to work with the industry's smartest people and to take ownership of your success! Cielo is a brand that ...

Cielo

Manager - Client Operations

Wauwatosa, WI

$130K/yr

Join Cielo as a Client Operations Manager! A career at Cielo will give you the opportunity to work with the industry's smartest people and to take ownership of your success! Cielo is a brand that ...

Robert Half

Client Solutions Director

Milwaukee, WI · On-site

As a Client Solutions Director in the Management Resources practice, you will focus on cultivating project and business consulting opportunities within finance and accounting, human resources and ...

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Showing results 21-40

All JobsClient JobsClient Manager JobsClient Manager Jobs in Wales, WI

Client Manager information

See Wales, WI salary details

$31.6K

$63.2K

$102.3K

How much do client manager jobs pay per year?

As of Sep 4, 2026, the average yearly pay for client manager in Wales, WI is $63,212.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,000.00 and $74,600.00 per year, depending on experience, location, and employer.

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 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 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 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.

How do I become a client manager?

To become a client manager, typically one needs a bachelor's degree in business, marketing, or a related field, along with experience in customer service or sales. Strong communication, relationship management skills, and proficiency with CRM software are important. Gaining relevant certifications, such as Certified Client Management Professional (CCMP), can also enhance prospects.

Is a client manager a good job?

A client manager is a professional responsible for maintaining client relationships, ensuring customer satisfaction, and supporting business growth. The role often requires strong communication, problem-solving skills, and familiarity with customer management tools. It can offer stable employment and opportunities for advancement in various industries.

What is the role of a client manager?

A client manager is responsible for maintaining and strengthening relationships with clients, understanding their needs, and ensuring their satisfaction. They coordinate communication between clients and internal teams, often using CRM tools, and work to retain clients and identify opportunities for account growth.
More about Client Manager jobs

What are the most commonly searched types of Client jobs in Wales, WI?

The most popular types of Client jobs in Wales, WI are:

What cities near Wales, WI are hiring for Client Manager jobs?

Cities near Wales, WI with the most Client Manager job openings:

Client Manager jobs near you
Infographic showing various Client Manager job openings in Wales, WI as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 13% Part Time, and 2% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $63,212 per year, or $30.4 per hour.

Client Service Manager

Wealth Enhancement Group

Brookfield, WI • On-site

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Our Brookfield, WI office has an excellent opportunity to join us as a Client Service Manager. This individual will be focused on onboarding and servicing our clients. We're looking for someone with a high level of professionalism and financial knowledge to enhance our relationships with our clients who have complex service and investment needs. In this role, you will serve as a liaison between the client and the Financial Advisor and will work with all aspects of the client experience, including financial paperwork and financial account review preparation. This is a collaborative, team-oriented environment offering career advancement opportunities.
This is a hybrid position, typically in-office 3 days per week.
In the spirit of pay transparency, we are excited to share the salary range for this position is $65,000.00 to $85,000.00, exclusive of bonuses and benefits. This role is also eligible to participate in the discretionary Team bonus plan. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so let's have one.
Primary Job Functions
New Client Onboarding
  • Ensures accurate completion of prospect/new client paperwork/set up
  • Follows up on funds transfer from surrendering company
  • Maintains Salesforce database and client files (filing, copies, data input)
  • Researches and follows up on any issues with the Broker/Dealer, WEG Operations, and vendors
  • Records incoming assets to the appropriate blotting tool

Client Relationship Management
  • Dialogues with client to understand their personal history and current financial needs
  • Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
  • Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, including death claim processing
  • May work with client's tax or legal counsel on client concerns

Client Review Prep and Follow Up
  • Gathers client data and may prepare the materials for client meetings and reviews
  • Conducts tax research (1099s)
  • Completes any review follow-up needs for client

Industry / Product / Company Knowledge
  • Demonstrates knowledge and can accurately execute against WEG's suitability guidelines, operational processes, and sales model
  • Understands financial terminology and products
  • Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices
  • Attends client services and company educational events
  • May attend vendor presentations

Education/Qualifications
  • Bachelor's degree or equivalent preferred, demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3-5 years of financial service experience preferred (we welcome candidates both more and less experienced to apply as well)
  • Superior verbal and written communication skills required
  • Proficient with Microsoft Office Suite or related software required
  • Familiarity with Salesforce preferred
  • Experience with Workday preferred

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living, and demand for the role in the applicable market. To comply with state pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified at the individual contributor level is $51,450.00 to $85,000.00. However, the base salary range bolded above ($65,000.00 to $85,000.00) is what we expect to pay as a starting range for this position.
#LI-HYBRID
#LI-AP1
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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