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Client Service Coordinator Jobs in Wisconsin (NOW HIRING)

MyPath

Service Coordinator

Brookfield, WI · On-site

$50K/yr

A Service Coordinator (SC) ensures the delivery of outlined client services for multiple programs, supervises direct reports, oversees operation of assigned households, and serves as the primary ...

Banfield

Client Service Representative

Madison, WI · On-site

$16 - $22/hr

CLIENT SERVICE COORDINATOR This posting will remain open for a minimum of two weeks from the posting date. A career at Banfield means you'll find yourself working in the pet healthcare field ...

MyPath

Service Coordinator

Brookfield, WI · On-site

$50K/yr

A Service Coordinator (SC) ensures the delivery of outlined client services for multiple programs, supervises direct reports, oversees operation of assigned households, and serves as the primary ...

Apogee

Client Services Coordinator

Wausau, WI

$19.25 - $25.25/hr

Apogee Architectural Metals Position Summary The Client Services Coordinator I acts as the primary ... Minimum of 1 year of customer service experience, preferred. * Proficient with order entry ...

Apogee Enterprises

Client Services Coordinator

Wausau, WI · On-site

$19.25 - $25.25/hr

Apogee Architectural Metals Position Summary The Client Services Coordinator I acts as the primary ... Minimum of 1 year of customer service experience, preferred. * Proficient with order entry ...

Mypath

Service Coordinator

Brookfield, WI · On-site

$50K/yr

A Service Coordinator (SC) ensures the delivery of outlined client services for multiple programs, supervises direct reports, oversees operation of assigned households, and serves as the primary ...

Reboot Staff

Client Service Associate

Madison, WI · On-site

$50K - $56K/yr

Maintain accurate client records and assist with service coordination and schedule management. * Support the development of client solutions by gathering relevant information and identifying needs.

Byrider

Service Coordinator

Appleton, WI

$19.25 - $24.50/hr

College Avenue, Appleton, WI 54914 Automotive Service Coordinator New ownership! Paid training & career growth! Any customer service experience will be considered! Automotive Service Coordinator ...

Byrider

Service Coordinator

Appleton, WI · On-site

$18.75 - $23.75/hr

College Avenue, Appleton, WI 54914 Automotive Service Coordinator New ownership! Paid training & career growth! Any customer service experience will be considered! Automotive Service Coordinator ...

Byrider

Service Coordinator

Appleton, WI · On-site

$18.75 - $23.75/hr

College Avenue, Appleton, WI 54914 Automotive Service Coordinator New ownership! Paid training & career growth! Any customer service experience will be considered! Automotive Service Coordinator ...

Byrider

Service Coordinator

Appleton, WI · On-site

$18.75 - $23.75/hr

College Avenue, Appleton, WI 54914 Automotive Service Coordinator New ownership! Paid training & career growth! Any customer service experience will be considered! Automotive Service Coordinator ...

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Client Service Coordinator information

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$12

$20

$28

How much do client service coordinator jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for client service coordinator in Wisconsin is $20.46, according to ZipRecruiter salary data. Most workers in this role earn between $17.45 and $22.79 per hour, depending on experience, location, and employer.

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

AspectClient Service CoordinatorCustomer Service Representative
Required CredentialsHigh school diploma or equivalent; some roles may prefer post-secondary educationHigh school diploma or equivalent
Work EnvironmentOffice settings, client meetings, healthcare or financial industriesCall centers, retail, service industries
Employer & Industry UsageHealthcare, finance, legal, corporate sectorsRetail, telecommunications, hospitality
Common Search & ComparisonOften compared for client interaction roles in professional settingsCustomer support roles in consumer-facing industries

The main difference is that a Client Service Coordinator typically works in professional environments like healthcare or finance, managing client relationships and coordinating services. In contrast, a Customer Service Representative primarily handles customer inquiries and support in retail or service industries. Both roles require strong communication skills, but the Coordinator often has more responsibilities related to client management and industry-specific knowledge.

Is a client service coordinator an entry level position?

A client service coordinator position is often considered entry level, suitable for individuals with strong communication and organizational skills. Many roles require minimal prior experience, though some may prefer familiarity with customer service tools or basic administrative tasks.

What does a client service coordinator do?

A client service coordinator manages communication between clients and a company, ensuring customer needs are met and issues are resolved efficiently. They handle scheduling, documentation, and follow-up, often using customer relationship management (CRM) tools. Strong communication and organizational skills are essential for success in this role.

What is the role of a client service coordinator?

A client service coordinator manages communication between clients and a company, ensuring customer needs are met and issues are resolved efficiently. They often handle scheduling, documentation, and follow-up using customer relationship management (CRM) tools. Strong communication and organizational skills are essential for success in this role.

What are the most commonly searched types of Client Service jobs in Wisconsin?

The most popular types of Client Service jobs in Wisconsin are:

What cities in Wisconsin are hiring for Client Service Coordinator jobs?

Cities in Wisconsin with the most Client Service Coordinator job openings:

Client Service Coordinator jobs near you
Infographic showing various Client Service Coordinator job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 17% Part Time, and 2% Contract. Highlights an 88% Physical, 1% Hybrid, and 11% Remote job distribution, with an average salary of $42,563 per year, or $20.5 per hour.

Financial Planning & Client Service Coordinator

Monona, WI • On-site

LAKE RIDGE BANK
Finance and Insurance • 201 - 500 employees
Learn more about LAKE RIDGE BANKexternal

Other

Posted 14 days ago

Lake Ridge Bank rating

6.7

Company rating: 6.7 out of 10

Based on 6 frontline employees who took The Breakroom Quiz

Job description

Join Lake Ridge Bank and take the first step toward a rewarding career in financial services! The Financial Planning & Client Service Coordinator plays an important role in supporting our Financial Advisors by delivering exceptional client service, assisting with financial planning and investment-related processes, and helping strengthen client relationships.
This role is an excellent opportunity for a motivated, detail-oriented professional who enjoys helping others and is eager to grow. You'll start in a key support position while gaining valuable experience and exposure to the financial advisory field-with the potential to advance toward becoming a licensed Financial Advisor.
If you're looking for a position where you can build a long-term career, learn from experienced professionals, and make a meaningful impact for clients, apply today with Lake Ridge Bank!
Client Service & Relationship Management

  • Serve as a primary point of contact for clients, providing timely, professional, and courteous service.
  • Prepare materials for client meetings, including financial plans, performance reports, and review packets.
  • Maintain accurate and compliant client files, ensuring data and documentation are up to date.
  • Monitor accounts for changes, unusual activity, and service needs, following up as necessary.
Advisory & Planning Support
  • Assist Financial Advisors in developing and implementing client financial plans and recommendations.
  • Support proposal preparation, investment research, and report generation.
  • Participate in client meetings, take notes, and follow through on action items.
  • Actively engage with the Financial Advisory and Wealth Management Financial Planning Group.
  • Work toward obtaining CFP® designation, SIE, Series 7, 66, and Life & Health licenses within one year to advance into an advisory role.
Business Development & Operations
  • Support marketing and outreach initiatives, including campaigns, client events, and follow-ups.
  • Assist in onboarding new clients, ensuring all documentation is complete and compliant.
  • Collaborate with internal partners to identify opportunities for cross-selling and relationship expansion.
  • Participate in community and networking events to enhance the visibility of the Financial Advisory team.
Compliance & Professional Standards
  • Ensure adherence to all Bank, LPL, and FINRA regulations and internal policies.
  • Maintain strict confidentiality of all client information.
  • Complete all required compliance and continuing education training on an annual basis.
Adhere to all Bank Security/Compliance Regulations
  • Complete all annual bank security and compliance training
  • Adhere to Bank Security/compliance and policy guidelines for commercial loan area.
  • Maintain confidentiality of customer information at all times.
  • Stay current on all compliance regulations required through training and education
Other Responsibilities
  • Participate in bank and department meetings.
  • Represent the bank in professional and community activities.
  • Actively participate in training programs to stay updated on industry trends and technologies.
  • Partner effectively across all levels of the organization and develop positive working relationships.
  • Continually develop knowledge, skills, and abilities through internal and external training programs.
  • Participate in bank and department meetings.
  • Perform all other duties as assigned or requested.
Requirements
Minimum Qualifications:
  • Bachelor's degree in Finance, Business, Accounting, Economics' or related field.
  • Strong communication, analytical, and organizational skills.
  • Proficiency in Microsoft Office and aptitude for learning financial software systems.
  • Exceptional attention to detail, professionalism, and initiative.
  • Commitment to pursuing industry licenses within one year.
Preferred Qualifications:
  • Minimum of 2 years of experience in financial services, banking, or a client-facing role.
  • Bachelor's degree in Finance or Personal Finance.
  • Experience in financial planning or advisory services.
  • SIE, Series 7, 66, and Life & Health licenses (or willingness to obtain within one year).
  • Familiarity with LPL platforms and financial planning tools.

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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