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Client Relationship Manager Jobs in Schofield, WI

MBE CPAs

Audit Manager - Wausau

Wausau, WI · On-site

$111K - $146K/yr

Audit / Assurance Managers are responsible for managing client relationships while auditing their financial records for compliance to generally accepted accounting rules and standards. This includes:

Acrisure

Account Manager

Stevens Point, WI

About The Role The Commercial Lines Large Account Manager will havea primaryresponsibility for ... Establish andmaintainsa strong relationship andassiststhe client advisors in making decisions on ...

MBE CPAs

Tax Manager - Wausau

Wausau, WI · On-site

$119K - $156K/yr

Tax Managers are a key part of the business tax team responsible for managing client relationships while ensuring final annual tax products and monthly financial work is produced and delivered to ...

Alera Group

Personal Lines Account Manager

Stevens Point, WI · On-site

$43K - $59K/yr

Build and maintain strong client relationships through proactive communication, responsiveness, and ... Ability to manage multiple priorities, meet deadlines, and work independently with attention to ...

Alera Group

Personal Lines Account Manager

Wausau, WI · On-site

$48K - $65K/yr

Build and maintain strong client relationships through proactive communication, responsiveness, and ... Ability to manage multiple priorities, meet deadlines, and work independently with attention to ...

Alera Group

Personal Lines Account Manager

Stevens Point, WI · On-site

$43K - $59K/yr

Build and maintain strong client relationships through proactive communication, responsiveness, and ... Ability to manage multiple priorities, meet deadlines, and work independently with attention to ...

Wipfli Advisory LLC

Tax Manager - Manufacturing

Wausau, WI · Hybrid

$119K - $156K/yr

... client relationships on day to day tax matters supporting partners with service execution and ... Manage, train and develop staff. Participate in the performance review process Additional ...

Apogee

Project Manager

Wausau, WI · On-site

... client relationships. * Provide concise and actionable information to internal and external clients ... Experience in managing projects in a manufacturing environment is preferred * Continuous ...

Apogee

Project Manager

Wausau, WI · On-site

... client relationships. * Provide concise and actionable information to internal and external clients ... Experience in managing projects in a manufacturing environment is preferred * Continuous ...

Apogee

Project Manager

Wausau, WI · On-site

... client relationships. * Provide concise and actionable information to internal and external clients ... Experience in managing projects in a manufacturing environment is preferred * Continuous ...

Wipfli Advisory LLC

Tax Manager - Partnerships

Wausau, WI · Hybrid

$119K - $156K/yr

... client relationships - Strong leadership, recruiting, training, coaching, and mentoring skills, coupled with excellent written, interpersonal, and presentation skills - Ability to manage multiple ...

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All JobsClient Relationship JobsClient Relationship Manager JobsClient Relationship Manager Jobs in Schofield, WI

Client Relationship Manager information

See Schofield, WI salary details

$28.9K

$57.2K

$97.7K

How much do client relationship manager jobs pay per year?

As of Aug 20, 2026, the average yearly pay for client relationship manager in Schofield, WI is $57,208.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,400.00 and $64,800.00 per year, depending on experience, location, and employer.

What is a client relationship manager?

A client relationship manager oversees the relations between a company and its clients. As a client relationship manager, your job duties involve establishing new relationships, maintaining current relationships, and developing strategies to enhance all communications. You often manage client services and help resolve all client complaints. You mostly communicate with clients by phone or email but are sometimes required to meet with them in person. Companies in almost all industries hire client relationship managers. It’s important to have some work experience in the organization’s specific industry.

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

To thrive as a Client Relationship Manager, you need a solid background in account management, customer service, and business communication, often supported by a bachelor's degree in business or a related field. Familiarity with CRM software like Salesforce and proficiency in data analysis tools are typically required. Outstanding interpersonal skills, problem-solving abilities, and emotional intelligence set top performers apart in this role. These skills are crucial for building strong client partnerships, ensuring customer satisfaction, and driving business growth.

How does a client relationship manager typically collaborate with sales and account management teams?

As a Client Relationship Manager, you frequently act as a bridge between clients and internal teams such as sales and account management. You'll participate in regular strategy sessions, share client feedback, and help develop tailored solutions that address client needs while supporting business goals. Effective collaboration often involves joint meetings, coordinating on proposals or renewals, and ensuring seamless communication to deliver a consistent and positive client experience. This cross-functional teamwork is essential for both client satisfaction and long-term retention.

What is the difference between Client Relationship Manager vs Account Executive?

AspectClient Relationship ManagerAccount Executive
Primary FocusMaintaining and strengthening client relationshipsAcquiring new clients and closing sales
Work EnvironmentOngoing client support, account managementSales meetings, prospecting, negotiations
Required SkillsCommunication, relationship-building, customer serviceSales techniques, negotiation, product knowledge
Industry UsageCustomer service, consulting, financeSales, marketing, advertising

While both roles involve client interaction, the Client Relationship Manager focuses on nurturing existing accounts, whereas the Account Executive primarily aims to acquire new clients and drive sales. Understanding these differences helps organizations assign the right responsibilities and candidates for each position.

How much do client relationship managers make in the US?

In the US, client relationship managers typically earn an average salary between $60,000 and $100,000 annually, depending on experience, industry, and location. Senior or specialized roles can pay higher, often exceeding $120,000 with bonuses and benefits included.

How much does a client relationship manager make?

The average salary for a client relationship manager typically ranges from $50,000 to $85,000 per year, depending on experience, industry, and location. Senior or specialized roles can earn higher salaries, and many positions include bonuses or commissions based on performance.

Is a client relationship manager a good job?

A client relationship manager is a role focused on maintaining and strengthening client connections, often requiring strong communication and interpersonal skills. It can be a rewarding career with opportunities for advancement, especially in industries like finance, technology, and consulting. Job satisfaction depends on individual preferences, work environment, and the ability to meet client needs effectively.
More about Client Relationship Manager jobs

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

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

Client Relationship Manager jobs near you
Infographic showing various Client Relationship Manager job openings in Schofield, WI as of August 2026, with employment types broken down into 1% As Needed, 84% Full Time, 12% Part Time, and 3% Contract. Highlights an 94% Physical, 2% Hybrid, and 4% Remote job distribution, with an average salary of $57,208 per year, or $27.5 per hour.

Associate Financial Advisor

Nicolet National Bank

Wausau, WI

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 14 days ago

Nicolet National Bank rating

8.1

Company rating: 8.1 out of 10

Based on 12 frontline employees who took The Breakroom Quiz

65th of 171 rated banks

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Associate Financial Advisor is responsible for managing existing client relationships and formulating and implementing advice. They are also expected to develop new client relationships and often work with, train, and supervise other staff in client service delivery.
As an Associate Financial Advisor, you will:
Analytical:
  • Work with Advisor to assist in preparing paperwork and documents for client meetings.
  • Attend client meetings and prepare summary of notes from meetings.
  • Analyze client information and prepare reports and presentations.
  • Enter information into financial planning software and prepare draft plans.
  • Analyze asset allocation and generate rebalancing trades.
  • Research products and product pricing and contact carriers for information.
  • Research investment managers and investment services and their pricing.
  • Create custom spreadsheets for analyzing purchase decisions or planning scenarios.

Client Service:
  • Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
  • Researches and responds to client inquires, changes and account maintenance.
  • Handles requests for transfers of funds in and out of accounts.
  • Enters or updates cost basis information.
  • Fills out necessary forms for opening or maintaining accounts.
  • Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests.
  • Sets up and retrieves reports in the portfolio management system (e.g., Salesforce, Orion, Envestnet).
  • Assists in generating performance reports.
  • Maintains internal client file integrity.
  • Manages CRM system (Salesforce) for Advisors and clients including entering meeting notes, performing account maintenance, entering trade cases, client management and accuracy of reports.
  • Researches and responds to client inquires, changes and account maintenance.
  • Handles requests for transfers of funds in and out of accounts.
  • Enters or updates cost basis information.
  • Fills out necessary forms for opening or maintaining accounts.
  • Interfaces with the broker-dealer or custodian to obtain information or account data and convey service requests.
  • Sets up and retrieves reports in the portfolio management system (e.g., Salesforce, Orion, Envestnet).
  • Assists in generating performance reports.
  • Maintains internal client file integrity.
General:
  • Supports financial advisors with analysis, client service and technical assistance.
  • Learns technical skills to prepare to service clients independently as a Financial Advisor.
  • Engages in teamwork and teambuilding and integrates into the culture.
  • Upholds Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
  • Understands the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet’s policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Performs all other duties as assigned.

Qualifications:
  • Has earned an undergraduate degree in a related discipline such as Business, Accounting, Finance or Economics.
  • Completion of FINRA Securities Industries Essentials (SIE), insurance exam, and Series 65 and/or Series 7 and Series 66 within the first 90 days of employment.
  • 0-2 years of experience in the industry.
  • PC, phone system, general office equipment.
  • Demonstrates expert knowledge of Microsoft Office applications, especially Excel.
  • Strong verbal and written communication skills and strong interpersonal skills.
  • Ability to maintain strict confidentiality.
  • Must be a team player, self-motivated, adaptable, and capable of making decisions with limited direction.
  • Strong organizational, analytical and prioritizing skills.
  • High degree of accuracy and attention to detail.
  • Self-motivated and resourceful.
  • Ability to effectively promote Nicolet as an employer of choice.
  • Must possess a strong work ethic and be able to learn quickly in a fast-paced environment.
  • Strong knowledge of bank products to help with building a full financial relationship.
  • Ability to learn and adapt to new software applications.

Benefits:
  • Medical, Dental, Vision, amp; Life Insurance
  • 401(k) with a company match
  • PTO amp; 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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