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Client Service Manager Jobs in Wisconsin (NOW HIRING)

Client Service Associate

Brookfield, WI

$13.50 - $18.75/hr

We are a well-established and rapidly growing wealth management firm in western Milwaukee dedicated ... Position Overview We are seeking a Client Service Associate to join our dedicated service center ...

Client Service Associate

Mount Horeb, WI · On-site

$14.25 - $19.75/hr

Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. This is a full-time position, and ...

Client Service Associate

Mount Horeb, WI

$14.25 - $19.75/hr

Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. This is a full-time position, and ...

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.

Client Service Coordinator

Madison, WI · On-site

$18.25 - $23.75/hr

SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of ... Manage the finances by maintaining accurate balances and utilizing proper opening and closing ...

Client Service Associate

Mount Horeb, WI · On-site

$14.25 - $19.75/hr

Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. This is a full-time position, and ...

Client Service Associate

Mount Horeb, WI · On-site

$14.25 - $19.75/hr

Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. This is a full-time position, and ...

Client Service Associate

Mount Horeb, WI · On-site

$14.25 - $19.75/hr

Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. This is a full-time position, and ...

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.

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee ... This is an excellent opportunity for individuals who enjoy building relationships, managing ...

Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

The Client Service Associate will serve as a key point of contact between clients and internal ... Strong time management and customer service skills Additional Information * Competitive salary ...

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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 jobs pay 2000 a day?

High-paying jobs that can pay around $2,000 a day typically include specialized roles such as senior corporate executives, certain medical specialists, high-level consultants, and experienced legal professionals. These positions often require advanced skills, extensive experience, and sometimes professional certifications, and they may involve demanding schedules or high-pressure environments.

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.

Is a client service manager a good career?

A client service manager is a professional responsible for maintaining client relationships, resolving issues, and ensuring customer satisfaction. It is a stable career with opportunities for advancement, often requiring strong communication, problem-solving skills, and industry knowledge. The role can be rewarding for those interested in customer interaction and management.

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.

What is the role of a client services manager?

A client services manager oversees the relationship between a company and its clients, ensuring customer satisfaction and retention. They coordinate communication, address client needs, resolve issues, and often work with sales and support teams to deliver solutions that meet client expectations.

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.

How much do client service managers make in the US?

Client Service Managers in the US typically earn an average salary between $50,000 and $85,000 per year, depending on experience, industry, and location. Salaries can increase with certifications, advanced skills, and managerial responsibilities.
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.
Client Service Associate

$13.50 - $18.75/hr

Other

Posted 5 days ago


Job description

We are a well-established and rapidly growing wealth management firm in western Milwaukee dedicated to helping individuals and families plan, invest, and enjoy life through comprehensive financial planning and personalized investment management. We emphasize a client-centric approach grounded in long-term relationships, thoughtful guidance, and a commitment to aligning financial decisions with what matters most to each client. As a firm, we believe that meaningful financial advice begins with understanding a client's goals and values, and that success comes from tailored planning, disciplined investing, and reliable, ongoing care. We support clients at every life stage, whether planning for retirement, managing investments, or building a legacy, to help provide clarity and confidence in their financial journey.
Position Overview
We are seeking a Client Service Associate to join our dedicated service center team. Supporting 12 Senior Advisors, their teams, and over $1 Billion in assets under management, the service center is a cohesive, collaborative, and well-oiled operation that manages all back-office support. This includes processing information updates, opening accounts, handling fund transfers and distributions, and ensuring accurate and timely completion of paperwork. While this role primarily interacts with internal team members, there will occasionally be a need to reach out to clients directly to verify information or follow up on outstanding items, such as completing forms or obtaining signatures. The ideal candidate has a keen eye for detail, genuinely enjoys helping others, and can work independently while thriving as part of a team. You are organized, enjoy processing requests and completing forms, and are a go-getter when it comes to follow-through. Details rarely slip past you, and you have a curiosity and enthusiasm for learning new technology and tools. For those who do not have prior experience in wealth management, we are prepared to train to get you up to speed and we just need you to bring your excitement and willingness to learn.
Responsibilities

  • Create and maintain accurate client records in the CRM system (Redtail), ensuring all confidential and required information is secure
  • Process client information changes, including names, addresses, beneficiaries, etc.
  • Prepare and submit required paperwork, obtain signatures, track applications, and coordinate rollovers for a smooth and organized account setup
  • Monitor account alerts and resolve issues when paperwork or requests need correction
  • Follow up on outstanding paperwork and resolve issues on incomplete items
  • Handle client fund transfers, including wires, ACHs, checks, and internal transfers
  • Assist with required retirement distributions and track completion
  • Communicate with our broker/dealer and other vendors as needed
  • Follow, manage, and monitor task list, effectively prioritizing time-sensitive requests or issues
  • Additional tasks may arise in the course of your work, we are always eager to support each other for the greater good of the client and team
Qualifications
  • High school diploma or equivalent; Bachelor's degree highly preferred
  • 2-3 years of proven experience in a professional office or administrative setting required; experience in financial services preferred
  • Excellent attitude, professional demeanor, and an extraordinary client service orientation
  • Task orientated, ability to multitask, prioritize, and manage multiple requests
  • High level of confidentiality with a strong attention to detail
  • Excellent organizational and time management skills and strong documentation habits
  • Exceptional written and verbal communication skills
  • Strong with technology and aptitude to learn new software programs
  • Ability to work independently and as part of a team
  • Demonstrates a high degree of self-motivation and possesses a sense of urgency