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Client Service Advisor Jobs in Wisconsin (NOW HIRING)

NFP

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

Aon

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

NFP Corp

AVP, Client service

Madison, WI · On-site

Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire ... The Client Service Manager will have responsibility for ensuring that every client receives ...

NFP Corp

AVP, Client service

Madison, WI · On-site

Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire ... The Client Service Manager will have responsibility for ensuring that every client receives ...

NFP

AVP, Client service

Madison, WI · On-site

Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire ... The Client Service Manager will have responsibility for ensuring that every client receives ...

Aon

AVP, Client service

Madison, WI · On-site

Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire ... The Client Service Manager will have responsibility for ensuring that every client receives ...

NFP Corp

AVP, Client service

Madison, WI · On-site

Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire ... The Client Service Manager will have responsibility for ensuring that every client receives ...

Choreo

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client ...

Drake and Associates

Client Service Specialist

Waukesha, WI · On-site

$17 - $22.50/hr

About This Opportunity The Client Service Specialist plays a critical role in supporting both clients and advisors by ensuring service requests, account maintenance, and new business processing are ...

Drake and Associates

Client Service Specialist

Waukesha, WI

$17 - $22.50/hr

About This Opportunity The Client Service Specialist plays a critical role in supporting both clients and advisors by ensuring service requests, account maintenance, and new business processing are ...

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All JobsClient Service Advisor JobsClient Service Advisor Jobs in Wisconsin

Client Service Advisor information

See Wisconsin salary details

$12

$26

$45

How much do client service advisor jobs pay per hour?

As of Aug 5, 2026, the average hourly pay for client service advisor in Wisconsin is $26.18, according to ZipRecruiter salary data. Most workers in this role earn between $18.70 and $30.10 per hour, depending on experience, location, and employer.

How does a client service advisor typically collaborate with other departments to resolve client issues?

Client Service Advisors frequently work alongside teams such as sales, technical support, and operations to address client needs or resolve concerns. This collaboration often involves coordinating responses, sharing relevant client information, and ensuring that solutions are implemented effectively and promptly. Strong communication and organizational skills are essential, as advisors act as the bridge between the client and internal teams to deliver a seamless service experience.

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

AspectClient Service AdvisorCustomer Service Representative
Required CredentialsHigh school diploma; sometimes certifications in finance or insuranceHigh school diploma or equivalent
Work EnvironmentFinancial institutions, insurance companies, or consulting firmsRetail stores, call centers, or service desks
Employer & Industry UsageFinancial and professional servicesRetail and consumer services
Common Search & Comparison IntentUnderstanding client-focused roles in finance or consultingCustomer support and service roles in retail or call centers

While both roles involve assisting clients or customers, a Client Service Advisor typically works in financial or professional services, providing tailored advice and managing client relationships. In contrast, a Customer Service Representative handles general customer inquiries, often in retail or call centers. The roles differ mainly in industry focus and scope of advisory responsibilities.

What is a client service advisor?

A Client Service Advisor is a professional who supports customers by addressing their inquiries, resolving issues, and ensuring a positive experience with a company's products or services. They act as a main point of contact for clients, handling requests, providing information, and facilitating communication between clients and internal teams. Their goal is to maintain strong client relationships and help meet the client's needs efficiently. Client Service Advisors are commonly found in industries like banking, finance, insurance, and professional services.

What are the key skills and qualifications needed to thrive as a client service advisor?

To thrive as a Client Service Advisor, you need strong customer service skills, problem-solving abilities, and a background in business or finance, often supported by a relevant degree or experience. Familiarity with CRM software, financial products, and communication platforms is typically required. Excellent interpersonal skills, active listening, and the ability to remain calm under pressure help build lasting client relationships. These skills are crucial for delivering high-quality service, resolving issues efficiently, and ensuring client satisfaction and retention.
Client Service Advisor jobs near you
Infographic showing various Client Service Advisor job openings in Wisconsin as of July 2026, with employment types broken down into 87% Full Time, 10% Part Time, and 3% Contract. Highlights an 89% Physical, 4% Hybrid, and 7% Remote job distribution, with an average salary of $54,446 per year, or $26.2 per hour.

Risk Management Client Service Advisor

Vizance

Hartland, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 15 days ago

Job description

Description:

Vizance is hiring a Client Service Advisor for our Hartland office!


WHY JOIN VIZANCE?

Vizance has nearly 200 associates in 9 locations throughout Wisconsin and is among the top 1% of all insurance agencies in the United States, based on agency revenue. We are different from other insurance agencies – on purpose!


Vizance has earned a number of awards, including Top Workplaces, Best Places to Work, Future 50, and Fastest Growing Firms. We are proud to be a Minority-Owned Business Enterprise (MBE).


WHAT YOU WILL DO AT VIZANCE

  • Client and Carrier Relations: Build positive relationships with an assigned book of clientele and insurance carriers
  • Policy Administration: Manage policy documentation, endorsements, and renewals
  • Risk Assessment: Collaborate with underwriters to assess and understand clients' unique risks
  • Communication: Work with dedicated sales and service teams to plan and execute client service plans

WHAT YOU WILL LIKE ABOUT BEING AN ASSOCIATE AT VIZANCE

  • Comprehensive employee benefits package including medical, dental, vision, life, and disability insurance
  • 401(k) match
  • Paid Time Off (including your birthday)
  • Sponsored education opportunities
  • A supportive team environment that celebrates success
  • Opportunities for growth
Requirements:

WHAT YOU WILL BRING TO VIZANCE

  • At least two years of Commercial Property and Casualty Insurance experience
  • Wisconsin Property & Casualty license
  • Ability to work in a fast-paced environment with attention to detail
  • Desire to be part of a growing and collaborative team
  • Enthusiasm, exceptional communication skills, and a strong work ethi