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Client Service Manager Jobs in Wisconsin (NOW HIRING)

Client Service Coordinator

Madison, WI

$18.25 - $23.75/hr

The Client Service Coordinator will provide administrative and client service support. This ... time-management skills Professional communication and customer service abilities Attention to ...

Client Service Associate

Madison, WI

$14.50 - $20.25/hr

Provide a high level of customer service and guidance to clients by managing client inquiries and requests regarding account information and reporting. Develop a working knowledge of institutional ...

Client Service Associate

Waukesha, WI

$14.50 - $20/hr

Senior Client Service Associate Senior Client Service Associates help shape the future of service ... Proactively participate in firm initiatives directed by local management * Regularly seek ...

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.

Client Service Coordinator

Stevens Point, WI

$17.50 - $22.75/hr

... of a Client Service Coordinator to join their team! In this role you'll support the daily ... time-management skills Professional communication and customer service abilities Attention to ...

Client Service Associate

Milwaukee, WI

$14.25 - $19.75/hr

Client Service Associate Elevare Branding is a forward-thinking branding and business development ... Strong time management and customer service skills Additional Information * Competitive salary ...

Associate, Client Service

Madison, WI · On-site

$14.50 - $20/hr

Who We Are: Wealthspire is a leading wealth management, retirement advisory, and business ... The Client Service Associate supports advisor teams and clients through account operations ...

Client Service Coordinator

Madison, WI · On-site

$18.25 - $23.75/hr

CLIENT SERVICE COORDINATOR A career at Banfield means you'll find yourself working in the pet ... It's a smart way to manage your budget and take care of your needs. • Health Savings Account (HSA)

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Client Service Manager information

See Wisconsin salary details

$24.7K

$58.5K

$101.9K

How much do client service manager jobs pay per year?

As of Jun 10, 2026, the average yearly pay for client service manager in Wisconsin is $58,541.00, according to ZipRecruiter salary data. Most workers in this role earn between $41,400.00 and $70,700.00 per year, depending on experience, location, and employer.

What are Client Service Managers?

Client Service Managers are professionals responsible for maintaining strong relationships with clients and ensuring their needs are met by the company’s products or services. They serve as the primary point of contact between clients and the organization, handling client inquiries, resolving issues, and coordinating with internal teams to deliver solutions. Their main goal is to ensure client satisfaction, retention, and loyalty. Client Service Managers often analyze feedback, monitor service quality, and help identify opportunities for growth within their accounts.

What are the key skills and qualifications needed to thrive as a Client Service Manager, and why are they important?

To thrive as a Client Service Manager, you need strong customer service expertise, problem-solving abilities, and a bachelor's degree in business or a related field. Familiarity with CRM software, project management tools, and sometimes industry-specific certifications are typically required. Excellent communication, leadership, and conflict-resolution skills help build lasting client relationships and guide teams effectively. These skills ensure high client satisfaction, efficient service delivery, and long-term business growth.

How does a Client Service Manager typically collaborate with other departments to ensure client satisfaction?

Client Service Managers work closely with sales, product, and operations teams to address client needs and resolve issues efficiently. They often act as a communication bridge, relaying client feedback and coordinating solutions or improvements. Regular meetings and updates with internal teams help ensure that all client requirements are met and expectations are managed effectively. This cross-functional collaboration is key to delivering a seamless client experience and maintaining long-term relationships.

What is the difference between Client Service Manager vs Customer Support Manager?

AspectClient Service ManagerCustomer Support Manager
CredentialsRelevant experience in client relations, possibly certifications in customer service or account managementExperience in customer support, technical knowledge may be beneficial
Work EnvironmentTypically in client-facing roles, managing key accounts, and building long-term relationshipsOften in call centers or support teams, handling inquiries and troubleshooting
Employer & IndustryFinancial services, consulting, B2B companiesRetail, tech, telecommunications, service industries

While both roles focus on customer interactions, a Client Service Manager primarily manages ongoing client relationships and strategic accounts, whereas a Customer Support Manager handles day-to-day support inquiries and technical issues. The roles overlap in customer communication but differ in scope and focus.

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 are popular job titles related to Client Service Manager jobs in Wisconsin? For Client Service Manager jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Client Service Manager jobs in Wisconsin look for? The top searched job categories for Client Service Manager jobs in Wisconsin are:
What cities in Wisconsin are hiring for Client Service Manager jobs? Cities in Wisconsin with the most Client Service Manager job openings:
Infographic showing various Client Service Manager job openings in Wisconsin as of June 2026, with employment types broken down into 100% Full Time. Highlights an 95% In-person, and 5% Remote job distribution, with an average salary of $58,541 per year, or $28.1 per hour.

$17 - $22.50/hr

Full-time

Posted 9 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.