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Client Service Advisor Jobs in Wisconsin (NOW HIRING)

Phenom People

Client Service Associate

Waukesha, WI · On-site

$14.50 - $20/hr

Partner with Financial Advisor(s) in developing a business plan and delivering against a client service model * Support the team's marketing strategy by maintaining marketing materials, including ...

The QTI Group

Client Service Coordinator

Stevens Point, WI · On-site

$17.50 - $22.75/hr

... of a Client Service Coordinator to join their team! In this role you'll support the daily ... advisor signature Copy, track, and organize client and practice materials, including business ...

Russell Investments

Client Service Associate

Milwaukee, WI

$50K - $60K/yr

The Client Service Associate (CSA) will be responsible for responding to fund-related questions and ... Work with financial advisors, sponsors and account administrators to coordinate the account opening ...

New

Bank of Montreal

Client Service Analyst

Madison, WI · On-site

$41K - $77K/yr

Assists Wealth Advisors in market research of client and prospects. * Assists Wealth Advisors in identifying prospective clients. * Acts as the key service contact for clients. * Takes ownership of ...

BMO Capital Markets

Client Service Analyst

Madison, WI · On-site

$41K - $77K/yr

Assists Wealth Advisors in market research of client and prospects. * Assists Wealth Advisors in identifying prospective clients. * Acts as the key service contact for clients. * Takes ownership of ...

Bank of Montreal

Client Service Analyst

Madison, WI · On-site

$41K - $77K/yr

Assists Wealth Advisors in market research of client and prospects. * Assists Wealth Advisors in identifying prospective clients. * Acts as the key service contact for clients. * Takes ownership of ...

Bmo

Client Service Analyst

Madison, WI · On-site

$41K - $77K/yr

Assists Wealth Advisors in market research of client and prospects. * Assists Wealth Advisors in identifying prospective clients. * Acts as the key service contact for clients. * Takes ownership of ...

New

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Showing results 21-40

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.

Client Service Specialist

Drake and Associates

Waukesha, WI • On-site

$55K - $70K/yr

Full-time

Re-posted 5 days ago

Job description

Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client experience. As we continue to grow, we are seeking a Client Service Specialist who is passionate about serving clients, thrives in a fast-paced environment, and takes pride in delivering accurate, high-quality work.
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 completed accurately and efficiently. This position serves as a point of contact for clients and is instrumental in creating a seamless experience throughout the client journey.
The ideal candidate is highly organized, detail-oriented, and committed to providing outstanding service. They enjoy building relationships, solving problems, and taking ownership of their work. This role offers the opportunity to build a long-term career within a growing firm while making a meaningful impact on both clients and the team.
How You'll Make an Impact
Client Service & Relationship Management
  • Deliver exceptional service and support to clients through phone, email, and other communication channels.
  • Respond to client inquiries and service requests in a timely, professional manner.
  • Build and maintain positive relationships with clients while ensuring a high level of client satisfaction.
  • Communicate effectively with advisors, custodians, and internal team members to resolve client needs.

Account & New Business Processing
  • Process account applications and service requests accurately and efficiently.
  • Assist clients in gathering and submitting required documentation.
  • Coordinate account transfers and monitor progress through completion.
  • Support client onboarding and ensure a smooth transition into the firm.
  • Assist advisors with appointment preparation and follow-up activities.
  • Maintain accurate client records and documentation within the CRM.

Administrative & Operational Support
  • Document client interactions and update records in the CRM system.
  • Monitor workflows and follow through on outstanding items.
  • Support office operations and contribute to continuous process improvement.
  • Collaborate with team members to ensure operational excellence and consistency.

What We're Looking For
Required
  • 1+ years of experience in client service, administration, or financial services.
  • Strong organizational, communication, and time management skills.
  • Detail-oriented with a commitment to accuracy.
  • Proficiency with Google Workspace or similar software.
  • Ability to learn new systems and processes quickly.

Preferred
  • Active Wisconsin Life & Health License
  • Financial services experience.
  • Familiarity with CRM systems, preferably Salesforce.
  • Interest in obtaining the Series 65 license and growing a career in financial services.

Desired Traits
  • Client-focused with a strong sense of ownership.
  • Organized, adaptable, and able to manage multiple priorities.
  • Positive, dependable, and committed to continuous improvement.

Apply