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Client Service Advisor Jobs in Wisconsin (NOW HIRING)

Robert Half

Client Services Associate

Mequon, WI · On-site

$55K - $65K/yr

This role will serve as a key point of contact for client service needs while providing administrative and operational support to advisors and internal teams. The ideal candidate is highly organized ...

Kapco Metal Stamping

Client Service Specialist

Grafton, WI · On-site

$16.75 - $22/hr

Client Service Specialist Kapco Metal Stamping is the Midwest's premier contract manufacturer of ... Proactively advise customer of any changes to original commitments and follow up until completion

Kapco Inc

Client Service Specialist

Grafton, WI · On-site

$16.75 - $22/hr

Client Service Specialist Kapco Metal Stamping is the Midwest's premier contract manufacturer of ... Proactively advise customer of any changes to original commitments and follow up until completion

Jewelers Mutual Group

Client Service Representative

Neenah, WI · On-site

$16.50 - $22.50/hr

Summary The Client Service Representative (CSR) is responsible for facilitating renewals, providing ... Our mission is to be the industry's most trusted advisor by investing in our people, adopting new ...

Jewelers Mutual Group

Client Service Representative

Neenah, WI · On-site

$16.50 - $22.50/hr

Summary The Client Service Representative (CSR) is responsible for facilitating renewals, providing ... Our mission is to be the industry's most trusted advisor by investing in our people, adopting new ...

Jewelers Mutual Group

Client Service Representative

Neenah, WI · On-site

$16.50 - $22.50/hr

Summary The Client Service Representative (CSR) is responsible for facilitating renewals, providing ... Our mission is to be the industry's most trusted advisor by investing in our people, adopting new ...

Kapco

Client Service Specialist

Grafton, WI

$16.75 - $22/hr

Kapco Inc. is looking for a Client Service Specialist at our Grafton, WI facility. The ideal ... Proactively advise customer of any changes to original commitments and follow up until completion

Kapco Metal Stamping

Client Service Specialist

Grafton, WI · On-site

$16.75 - $22/hr

Kapco Inc. is looking for a Client Service Specialist at our Grafton, WI facility. The ideal ... Proactively advise customer of any changes to original commitments and follow up until completion

Kapco Metal Stamping

Client Service Specialist

Grafton, WI · On-site

$16.75 - $22/hr

Kapco Inc. is looking for a Client Service Specialist at our Grafton, WI facility. The ideal ... Proactively advise customer of any changes to original commitments and follow up until completion

Kapco

Client Service Specialist

Grafton, WI · On-site

$16.75 - $22/hr

Kapco Inc. is looking for a Client Service Specialist at our Grafton, WI facility. The ideal ... Proactively advise customer of any changes to original commitments and follow up until completion

TalentLink Solutions

Client Service Associate

Brookfield, WI · On-site

$13.50 - $18.75/hr

Position Overview We are seeking a Client Service Associate to join our dedicated service center ... Supporting 12 Senior Advisors, their teams, and over $1 Billion in assets under management, the ...

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Showing results 41-60

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 6, 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 Associate

Wealth Enhancement Group

Milwaukee, WI • On-site

$65K - $70K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

This job post has expired today. Applications are no longer accepted.

Job description

About Wealth Enhancement
Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.
Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.
Team Sadoff in our Milwaukee, WI office is looking for a Client Service Associate to join the Client Service Team as a liaison between the client and the Financial Advisor (FA). You will work with all aspects of the client experience, including financial paperwork and financial account review preparation.
This is an on-site position.
In the spirit of pay transparency, we would like to share the base salary range for this position is $65,000.00 to $70,000.00, exclusive of bonuses and benefits. We encourage you to apply and provide us with your compensation expectations when you do. We're big on open conversations, so, let's have one.
Primary Job Functions
New Client Onboarding
  • Facilitate new account set up at the custodial and broker dealer level; follow up on fund transfers
  • Ensures accurate completion of prospect / new client paperwork/set up
  • Maintains (CRM) database and client files (Filing, copies, data input)
  • Record incoming assets to the appropriate blotting tool
  • Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors

Client Relationship Management
  • Support Senior Vice President, the Client Service Team, and clients by leading and implementing the service model
  • Responds to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.

Client Review Preparation and Follow Up
  • Gather client data and may prepare the materials for client meetings and reviews
  • Support client service functions for all teams as requested
  • Completes any review follow up needs for client

Team and Corporate Support
  • Assists Advisor Team Operations to streamline processes
  • Completes operational projects to support enhancements and changes
  • Communicates process and sales updates to team
  • Manages vendors to Service Level Agreements

Education/Qualifications
  • 4-year degree in business, finance, economics or related field is preferred
  • 3+ years of customer service /administrative experience for a client-service or investment firm is needed
  • Financial administration experience is a plus
  • Familiarity with account brokerage paperwork and industry terms (such as: RMD, QCD, IRA, ACH, etc), is strongly preferred
  • Strong interpersonal skills required to develop team and client relationships
  • Strong attention to detail and process
  • Good problem-solving skills, ability to work with deadlines and prioritize work
  • Proficient with Microsoft Office
  • Salesforce experience a plus
  • Adobe experience is a plus

WEG hires employees and makes decisions about their salary qualifications based on factors such as the role to be performed; educational and professional experience, qualifications, skills and credentials; tenure, cost-of-living and demand for the role in the applicable market. To comply with state, pay transparency laws, we must disclose the entire salary grade. The entire salary grade for those who are classified as this level is $42,500 - $63,750. However, the base salary range bolded above is what we expect to pay as a starting range for this position.
#LI-MR1
#LI-Onsite
Comprehensive Benefits Offerings
Our benefits aim to balance four key elements that make life and work meaningful: health and wellness, financial well-being, professional development, and work/life harmony. You may be eligible to participate in the following benefits & development opportunities:
  • Training and professional development
  • Medical, dental and vision coverage (Available to full-time employees and their families)
  • Health Savings Account (HSA) with employer contribution and Flexible Spending Accounts (FSA) for medical, dependent, and transit expenses
  • Life and AD&D insurance - employer paid and voluntary options
  • Short-term and long-term disability, workers compensation - employer paid
  • 401k with match and profit sharing
  • Wellness programs and resources
  • Voluntary benefits, including pet insurance
  • 18 days of paid time off (PTO), accrued annually (25 PTO days after 4 years of service)
  • 12 paid holidays each year (10 pre-determined and 2 floating days)
  • Paid parental leave and paid caregiver leave (Caregiver leave available after 6 months of tenure)
  • Reimbursement for tuition, licensing, and other credentials (Available after meeting service requirements)

Should you need reasonable accommodation when completing the application form or during the selection process, contact the Human Resources Department at 763-417-1700
Information provided on this application will be kept confidential and only be shared with those involved in the selection process.
Equal Opportunity Employer, including disabled and veterans. This organization participates in E-Verify.
Click the following link to view Federal and E-Verify posters: Link
OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI-supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. We are committed to equal opportunity in employment and do not discriminate based on race, color, religion, sex, national origin, age, disability, or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

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