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Client Representative Jobs in Wisconsin (NOW HIRING)

Lake Ridge Bank

Client Support Representative

Evansville, WI · On-site

$16 - $21.25/hr

As a Client Support Representative, you will be the initial point of contact for our clients via phone, chat, email and integrated teller machines, providing outstanding assistance and resolving a ...

Lake Ridge Bank

Client Support Representative

Waunakee, WI · On-site

$16.75 - $22.25/hr

As a Client Support Representative, you will be the initial point of contact for our clients via phone, chat, email and integrated teller machines, providing outstanding assistance and resolving a ...

Lake Ridge Bank

Client Support Representative

Evansville, WI · On-site

$16 - $21.25/hr

As a Client Support Representative, you will be the initial point of contact for our clients via phone, chat, email and integrated teller machines, providing outstanding assistance and resolving a ...

Globe Life American Income Division

$15.50 - $21/hr

Remote Client Representative Location: 100% Remote | Schedule: Flexible We have proudly served working-class families since 1951, offering life, accident, and supplemental health products to protect ...

AgSource

Client Services Representative

Marshfield, WI · On-site

$16 - $21.75/hr

Client Services Representative - Marshfield, WI SUMMARY STATEMENT As a Client Service Representative, you will provide effective communication and problem solving to client inquiries in a positive ...

VCA Animal Hospitals

Client Service Representative

Monona, WI · On-site

$16.50 - $22.50/hr

At VCA-VESVSC we are seeking Client Service Representatives to join our hardworking team in Middleton, WI. We are an emergency and specialty facility open 24/7 with a variety of shifts available. At ...

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All JobsClient Representative JobsClient Representative Jobs in Wisconsin

Client Representative information

See Wisconsin salary details

$11

$26

$62

How much do client representative jobs pay per hour?

As of Jun 10, 2026, the average hourly pay for client representative in Wisconsin is $26.98, according to ZipRecruiter salary data. Most workers in this role earn between $15.53 and $34.47 per hour, depending on experience, location, and employer.

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

To thrive as a Client Representative, you need strong communication, problem-solving, and customer service skills, often supported by a bachelor's degree in business or a related field. Familiarity with CRM software, ticketing systems, and basic office applications is typically required. Active listening, patience, and the ability to build rapport make someone stand out in this position. These skills are essential for effectively addressing client needs, maintaining satisfaction, and fostering long-term business relationships.

How do Client Representatives typically collaborate with internal teams to address client needs?

Client Representatives regularly work alongside sales, support, and product teams to ensure clients receive timely and effective solutions. They act as a bridge, communicating client feedback and requirements to relevant departments, and often participate in cross-functional meetings to align on client projects. This collaborative approach helps streamline service delivery, resolve issues quickly, and foster strong client relationships. Being proactive and communicative is key for success in this role.

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

AspectClient RepresentativeCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; sometimes a bachelor's degree; industry-specific certificationsHigh school diploma or equivalent; minimal certifications
Work EnvironmentOffice settings, client meetings, account managementCall centers, retail, online support
Employer & Industry UsageFinancial services, real estate, consulting firmsRetail, telecommunications, hospitality
Common Search & Comparison IntentUnderstanding roles involving client account management and relationship buildingAssisting customers with inquiries and issues

The main difference between a Client Representative and a Customer Service Representative lies in their focus and work environment. Client Representatives typically handle client accounts, build relationships, and work in professional settings, often requiring industry-specific knowledge. Customer Service Representatives primarily assist customers with inquiries, often in call centers or retail environments. Both roles involve communication skills, but Client Representatives usually have more specialized responsibilities related to client management.

What are Client Representatives?

Client Representatives are professionals who act as the main point of contact between an organization and its clients. They are responsible for understanding client needs, addressing concerns, and ensuring that services or products meet client expectations. Their duties often include managing communication, providing updates, handling complaints, and facilitating solutions to maintain strong client relationships. Effective client representatives help build trust and loyalty, which can lead to long-term business success.
What are popular job titles related to Client Representative jobs in Wisconsin? For Client Representative jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Client Representative jobs in Wisconsin look for? The top searched job categories for Client Representative jobs in Wisconsin are:
What are popular job titles related to Client Representative jobs in WI? For Client Representative jobs in WI, the most frequently searched job titles are:
Client Representative jobs near you
Infographic showing various Client Representative job openings in Wisconsin as of June 2026, with employment types broken down into 81% Full Time, 18% Part Time, and 1% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution, with an average salary of $56,111 per year, or $27 per hour.

Client Support Representative

Lake Ridge Bank

Evansville, WI • On-site

$16 - $21.25/hr

Full-time

Posted 3 days ago

Job description

Lake Ridge Bank is looking for a motivated individual to join our team as a Client Support Representative! As a Client Support Representative, you will be the initial point of contact for our clients via phone, chat, email and integrated teller machines, providing outstanding assistance and resolving a wide array of banking queries with the highest level of efficiency and security. This role is pivotal in sustaining the trust and satisfaction of our clients.
Essential Responsibilities:
Quality Client Service:
  • Handle inbound calls with a focus on high-quality service.
  • Provide clear and concise information regarding account inquiries.
  • Promote and maintain positive relations with all internal and external contacts, clients and potential clients.
  • Ensure that clients understand our products and/or services; provide additional information as necessary.
  • Research and assist in problem solving all other client issues/concerns as needed.
  • Take ownership of every call whether it requires a call back, extended research, or assistance from other departments.
  • Contribute ideas on ways to resolve problems to better serve the client and/or improve productivity and efficiency.

Account Management and Financial Services Support:
  • Manage loan payment processing for both internal and external loans.
  • Create new caller records in the database.
  • Investigate and resolve fraud cases promptly.
  • Distribute statements and tax documents as requested.
  • Reset PINs, activate cards, and update card information as needed.
  • Implement travel notices and adjust debit card limits for both business and personal accounts.
  • Fulfill check orders and update clients' contact and personal information.
  • Process financial transactions such as transfers and card payments.
  • Process fee refunds and handle requests for mobile deposit limit increases.
  • Verify cashier's checks and money orders to prevent fraudulent activities.
  • Update client addresses and execute stop payment orders when authorized.
  • Make account adjustments and mediate disputes.
  • Provide support for bill pay services and manage basic partner care responsibilities.
  • Assist with Zelle enrollment, settings modifications, and limit information.
  • Close accounts in accordance with company procedures.

ITM Area Rotation:
  • Accurately and efficiently process transactions at the Interactive Teller Machine (ITM), including cashing checks, withdrawals, deposits, and loan payments.
  • Conduct a detailed review of captured image items to ensure the accuracy of transactions.

Other Responsibilities:
  • Communicate openly and honestly with team members and management.
  • Works as part of a team to accomplish office/dept goals. This includes working additional hours as needed and/or taking on additional responsibilities as needed within other rotations.
  • Participates in internal/external training as appropriate.
  • Participates in community involvement/bank activities as appropriate.
  • Perform all other duties as assigned or requested.

Adhere to all Bank Security/Compliance Regulations
  • Complete all annual bank security and compliance training.
  • Adhere to Bank Security/compliance and policy guidelines.
  • Always maintain confidentiality of client information.
  • Stay current on all compliance regulations, required through training and daily education.

Requirements
  • Associate's degree in Business, Accounting, Finance and/or 1-2 years of experience within a financial services work environment.
  • Previous client service experience, particularly in a call center or banking environment, is valuable.
  • Solid understanding of financial products and services.
  • Strong working knowledge of Microsoft Office Suite, proficient typing/keyboarding skills.
  • Strong organizational skills with the ability to prioritize multiple competing tasks and work in a fast-paced environment.
  • Strong attention to detail with excellent follow up skills and the ability to work efficiently, accurately, and independently.
  • Willingness to work toward goals and performance standards of the department including the ability to put forth the extra effort necessary to make the department a successful operation: (i.e. working additional hours, attending outside educational programs, etc.)
  • Flexibility with hours in order to meet the demands of the department.
  • Willingness and ability to participate in community functions where the office is involved.
  • Demonstrated ability to represent the organization in a professional, positive manner.

Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer.
Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.

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