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Client Relationship Jobs in Wisconsin (NOW HIRING)

MBE Wealth

Client Relationship Manager

Reedsburg, WI · On-site

Our Client Relationship Manager provides operational support to MBE Wealth's Financial Advisors and customer service support to the firm's clients. Your primary role will be to coordinate the ...

MBE Wealth

Client Relationship Manager

Baraboo, WI · On-site

Our Client Relationship Manager provides operational support to MBE Wealth's Financial Advisors and customer service support to the firm's clients. Your primary role will be to coordinate the ...

Morgan Stanley

Client Relationship Analyst

Waukesha, WI · On-site

Client Relationship Analysts help shape the future of service by modernizing the client experience through an elevated standard of care. The Client Relationship Analyst assists with the development ...

Bmo

Client Relationship Specialist

Green Bay, WI

$41.71K - $65K/yr

Contribute to the team's business objectives by building and maintaining client relationships through client acquisition both from internal referrals (within existing book of business) and external ...

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See Wisconsin salary details

$29.3K

$57.9K

$98.9K

How much do client relationship jobs pay per year?

As of May 29, 2026, the average yearly pay for client relationship in Wisconsin is $57,920.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,900.00 and $65,600.00 per year, depending on experience, location, and employer.

What is a Client Relationship job?

A Client Relationship job involves managing and nurturing relationships between a company and its clients to ensure satisfaction, retention, and growth. Professionals in this role act as the primary point of contact, addressing client needs, resolving issues, and identifying opportunities for additional services or products. Strong communication, problem-solving, and interpersonal skills are essential for success in this field.

What are the key skills and qualifications needed to thrive in the Client Relationship position, and why are they important?

To thrive in a Client Relationship role, strong communication, negotiation, and problem-solving abilities are essential, often supported by a degree in business, marketing, or a related field. Familiarity with customer relationship management (CRM) software, data analysis tools, and account management systems is typically important in this position. Standout candidates demonstrate interpersonal skills, emotional intelligence, and the ability to build trust and rapport with clients. These skills and qualities enable professionals to effectively manage client needs, foster long-term partnerships, and drive business growth.

What are some common challenges faced in a Client Relationship role, and how can I prepare for them?

Common challenges in a Client Relationship role include managing multiple clients with varying needs, addressing unexpected issues promptly, and maintaining strong relationships under pressure. You'll often need to balance client expectations with company capabilities while ensuring clear, proactive communication. Preparing for these challenges involves developing strong organizational skills, staying adaptable, and investing time in learning about your clients' businesses. Regular collaboration with internal teams, such as sales, support, and product management, is also key to delivering effective solutions. Embracing a proactive, client-focused mindset will help you overcome obstacles and succeed in this dynamic environment.
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What are the most commonly searched types of Client Relationship jobs in Wisconsin? The most popular types of Client Relationship jobs in Wisconsin are:
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What job categories do people searching Client Relationship jobs in Wisconsin look for? The top searched job categories for Client Relationship jobs in Wisconsin are:
Client Relationship jobs near you
Infographic showing various Client Relationship job openings in Wisconsin as of May 2026, with employment types broken down into 77% Full Time, 21% Part Time, and 2% Contract. Highlights an 78% Physical, 7% Hybrid, and 15% Remote job distribution, with an average salary of $57,920 per year, or $27.8 per hour.

Client Relationship Manager

Wisconsin Financial Advisor | MBE Wealth Management -- MBE Wealth

Baraboo, WI

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 19 days ago

Job description

What's the role?

Our Client Relationship Manager provides operational support to MBE Wealth's Financial Advisors and customer service support to the firm's clients. Your primary role will be to coordinate the onboarding of new clients and provide exceptional service to existing clients. Your secondary role will be to assist the Financial Advisors with marketing campaigns and provide administrative support for various aspects of the firm's business as needed. To be successful in this position, you should be detail-oriented, professional, and have excellent written and verbal communication skills. Job tasks include:

  • Executing clerical duties on behalf of the Financial Advisor and MBE Wealth team such as answering phone calls, responding to emails, and preparing documents, including office correspondence, memos, and presentations as needed.
  • Coordinating and managing appointments, meetings, and the conference room schedule to prevent duplicate bookings.
  • Assist in the data entry of client and prospective client information into software systems.
  • Assist the client with onboarding by processing all paperwork without error.
  • Maintaining digital client files, including data entry and database maintenance.
  • Providing direct interface with clients and providing client information as requested.
  • Working with clients and financial advisors to resolve any concerns or issues.
  • Providing a warm welcome and escorting clients to the conference rooms or meeting spots.
  • Proactively maintaining the client service calendar and coordinating scheduling with the financial advisor.
  • Assisting with other duties associated with MBE Wealth as needed to support the team and our clients.

What experience and skills do I need to be successful?

  • Ability to work efficiently and with accuracy in a fast-paced environment.
  • Comfortable working daily in Microsoft Office products, including Excel, Word, and Outlook.
  • Strong communication and customer service skills for interacting with our customers on the phone, via email, and in person.
  • Strong attention to detail and accuracy.
  • Ability to work safely with confidential information daily.
  • Previous experience in a related receptionist or administrative support role is highly desired.

Great Perks and Benefits:

Some major perks we offer are long-term job stability, work-life balance to support raising a family, and the opportunity to grow your career within the company. In addition:

  • Competitive medical, dental, and vision insurance plans.
  • FSA/HSA account options.
  • Paid Time Off (PTO).
  • 401k employer matching program to save for retirement.
  • Tuition reimbursement and professional growth opportunities through continuing education.
  • Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
  • Bonuses for helping with business development leads.
  • Incredible potential for upward mobility and career growth.

What will my schedule look like?

This onsite role supports our office hours of Monday-Friday 8a-5p. Generally, overtime is not expected.

How do I join?

The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team.

What else are you hiring for?

See all MBE Wealth's openings on our website or reach out to our lead recruiter, Brock Kazda, on LinkedIn.

More about MBE Wealth:

MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management. We support our clients with 19 office locations including 13 in Wisconsin in Black Earth, Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sauk City, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus offices in Phoenix, Goodyear, and Chandler, Arizona, in Scottsbluff and Kimball, Nebraska, and Durango, Colorado.

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