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Client Service Director Jobs in Racine, WI (NOW HIRING)

Kesslers Diamonds

CUSTOMER SERVICE SPECIALIST

Brookfield, WI · On-site

$16 - $21/hr

Client Service Specialist - Join Our Team at Kesslers Diamonds! Location: Brookfield, WI Job Type ... Answering phones and directing calls to the right team member. * Receiving and sorting shipments ...

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Client Service Director information

See Racine, WI salary details

$36.1K

$85.3K

$152.8K

How much do client service director jobs pay per year?

As of Sep 9, 2026, the average yearly pay for client service director in Racine, WI is $85,279.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,900.00 and $102,700.00 per year, depending on experience, location, and employer.

What is a client service director?

A Client Service Director is a senior professional responsible for overseeing the relationship between a company and its clients. They ensure that clients receive high-quality service, address any issues or concerns, and work to understand client needs to deliver tailored solutions. Client Service Directors often lead teams, develop service strategies, and collaborate with other departments to ensure client satisfaction and retention. Their role is critical in building long-term relationships and driving business growth.

How does a client service director typically collaborate with internal teams to ensure client satisfaction?

A Client Service Director plays a pivotal role in bridging the gap between clients and internal teams such as sales, marketing, and operations. They regularly facilitate meetings to communicate client expectations, oversee project timelines, and resolve any issues that may arise. By fostering strong cross-departmental relationships, they ensure that deliverables align with client goals and service standards. This collaborative approach not only enhances client satisfaction but also supports the company's long-term growth and reputation.

What are the key skills and qualifications needed to thrive as a client service director, and why are they important?

To thrive as a Client Service Director, you need strong leadership, strategic account management experience, and a background in business or communications, often supported by a bachelor’s degree or higher. Familiarity with CRM platforms, project management tools, and data analytics systems is typically required. Exceptional interpersonal skills, problem-solving abilities, and the capacity to manage client relationships effectively are crucial soft skills. These skills ensure the delivery of excellent client experiences, drive team performance, and support business growth through sustained client satisfaction.

How much does a client service director make in the US?

A client service director in the US typically earns between $100,000 and $180,000 annually, with the median salary around $130,000. Compensation varies based on industry, company size, experience, and location, and may include bonuses and benefits.

What are the most commonly searched types of Client Service jobs in Racine, WI?

The most popular types of Client Service jobs in Racine, WI are:

What cities near Racine, WI are hiring for Client Service Director jobs?

Cities near Racine, WI with the most Client Service Director job openings:

Client Service Director jobs near you
Infographic showing various Client Service Director job openings in Racine, WI as of August 2026, with employment types broken down into 1% As Needed, 76% Full Time, 19% Part Time, and 4% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $85,279 per year, or $41 per hour.

Client Services Coordinator - Wealth Advisory - Shared Services Center

Milwaukee, WI • On-site

Cliftonlarsonallen
Accounting Services • 5 - 10K employees
Learn more about Cliftonlarsonallenexternal

$32/hr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 17 days ago

Key responsibilities

  • Support the Wealth Advisory Investment Advisory team by preparing and processing client account paperwork and service requests.

  • Manage routine client questions, client money movements, and internal operational needs related to client accounts.

  • Ensure client paperwork accuracy, support internal operational activities, and maintain documentation and notes on active tasks.

CliftonLarsonAllen rating

7.1

Company rating: 7.1 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

22nd of 23 rated bookkeepers and accountants

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is looking to hire 4 Client Service Coordinators for our shared services center.

This job will be performed in office.

Summary

This role supports the Wealth Advisory Investment Advisory team on a national level. They handle client service matters through timely and efficient communication, processing of client paperwork and client requests while following best practices as outlined by Wealth Advisory leadership. They are open to feedback and learning opportunities and have an overall understanding of and compliance with Wealth Advisory operations, policies and procedures. This role is primarily an internal facing position - however, there will be instances where communication with clients and fund administrators will be needed.

External Client Service:

  • Prepare & process new account paperwork for clients (Charles Schwab, Separately Managed Account, Private Investments, Inspira).

  • Manage and resolve routine client questions and service requests.

  • Receive and process client money movements (check blotter, deposits, withdrawals, etc.).

  • Add new features to existing accounts.

  • Conduct Inspira transfer forms for capital calls as needed/required.

  • Complete Wealth Advisory mail processing.

  • Demonstrate proactive ownership of all other client service tasks.

Internal Client Service:

  • Ensure client paperwork is in good order and work with operations to timely correct any not in good order paperwork.

  • Work with the Wealth Advisors to support the internal operational needs of advisory and financial planning.

  • Track account transfers and provide updates to relevant parties.

  • Keep accurate and up to date notes on active tasks.

  • Respond to general inquiries concerning departmental activities and operations by relating or referring to established policies and procedures.

  • Work with custodians to get any requested features set up.

  • Complete Laserfiche filing of client service documents as required.

  • Act as Peer Advisors for new CSC team members.

Experience

2 years of experience required, preferably in the financial investment industry.

Education

High school degree or equivalent required

Certifications / Licenses

None required

Technical Competencies

Strong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms.

Organizational Interfaces

This role reports to Client Services Director and interacts regularly with multiple Wealth Advisors and Senior Client Services Coordinators.

Travel Requirements

This position requires <10% travel.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
The compensation range for this position in Minnesota is: $25 - $32 per hour.
The compensation range for this position in Washington is: $25 - $32 per hour.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.


To view a complete list of benefits, click here.


What CliftonLarsonAllen employees say

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About CliftonLarsonAllen

Sourced by ZipRecruiter

CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

2012

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