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Client Service Manager Jobs in Milwaukee, WI (NOW HIRING)

US Bank

Custody Client Service Manger

Milwaukee, WI

$16.25 - $18/hr

Global Fund Custody Client Service Managers are viewed as trusted advisors and we work with our clients to continually assess the rapidly changing business environment to provide expertise and ...

U.S. Bank

Custody Client Service Manger

Milwaukee, WI · On-site

$98 - $116/hr

Bank. * Research client's products and existing services to identify sales opportunities ... Proven ability in practicing effective risk management strategies while understanding USBFS' risk ...

Drake and Associates

Client Service Specialist

Waukesha, WI · On-site

$17 - $22.50/hr

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 ...

Eurofins

Client Service Representative

New Berlin, WI · On-site

$15.75 - $21.25/hr

Position Summary The Client Service Representative manages communication between the laboratory and clients to ensure expectations are met, assists clients in submitting needed information, managing ...

Omnicom

Client Service Representative

Kenosha, WI · On-site

$15.50 - $21.25/hr

Account Management What does a Client Services Rep do? The Client Services Rep is responsible for assisting in duties associated with order processing, item/inventory maintenance, troubleshooting ...

Omnicom

Client Service Representative

Kenosha, WI · On-site

$15.50 - $21.25/hr

Account Management What does a Client Services Rep do? The Client Services Rep is responsible for assisting in duties associated with order processing, item/inventory maintenance, troubleshooting ...

Alphabe Insight Inc

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 ...

ECG Resources

Client Service Representative

Racine, WI · On-site

$15 - $20.50/hr

Senior Client Representative As a member of the client service team, the Senior Client ... Wealth management and wealth transfer planning (i.e., estate and charitable planning) * Family ...

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Client Service Manager information

See Milwaukee, WI salary details

$24.1K

$57.1K

$99.5K

How much do client service manager jobs pay per year?

As of Sep 8, 2026, the average yearly pay for client service manager in Milwaukee, WI is $57,142.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,400.00 and $69,000.00 per year, depending on experience, location, and employer.

What is a client service manager?

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.

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 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 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 of around $60,000 to $85,000 per year, depending on experience, location, and industry. Salaries can vary widely, with those in larger companies or metropolitan areas often earning more, and additional compensation may include bonuses and benefits.

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

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

What are popular job titles related to Client Service Manager jobs in Milwaukee, WI?

For Client Service Manager jobs in Milwaukee, WI, the most frequently searched job titles are:

What job categories do people searching Client Service Manager jobs in Milwaukee, WI look for?

The top searched job categories for Client Service Manager jobs in Milwaukee, WI are:

Client Service Manager jobs near you
Infographic showing various Client Service Manager job openings in Milwaukee, 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 93% Physical, 1% Hybrid, and 6% Remote job distribution, with an average salary of $57,142 per year, or $27.5 per hour.

Client Service Manager

Wealth Enhancement Group

Brookfield, WI • On-site

$65K - $85K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 8 days ago

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.
Our Brookfield, WI office has an excellent opportunity to join us as a Client Service Manager. This individual will be focused on onboarding and servicing our clients. We're looking for someone with a high level of professionalism and financial knowledge to enhance our relationships with our clients who have complex service and investment needs. In this role, you will serve as a liaison between the client and the Financial Advisor and will work with all aspects of the client experience, including financial paperwork and financial account review preparation. This is a collaborative, team-oriented environment offering career advancement opportunities.
This is a hybrid position, typically in-office 3 days per week.
In the spirit of pay transparency, we are excited to share the salary range for this position is $65,000.00 to $85,000.00, exclusive of bonuses and benefits. This role is also eligible to participate in the discretionary Team bonus plan. 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
  • Ensures accurate completion of prospect/new client paperwork/set up
  • Follows up on funds transfer from surrendering company
  • Maintains Salesforce database and client files (filing, copies, data input)
  • Researches and follows up on any issues with the Broker/Dealer, WEG Operations, and vendors
  • Records incoming assets to the appropriate blotting tool

Client Relationship Management
  • Dialogues with client to understand their personal history and current financial needs
  • Prepares account transactions, trades, deposits, withdrawals, RMDs, etc.
  • Communicates to understand client requests, determines what needs to be done; communicates to the advisor or handles issue resolution, including death claim processing
  • May work with client's tax or legal counsel on client concerns

Client Review Prep and Follow Up
  • Gathers client data and may prepare the materials for client meetings and reviews
  • Conducts tax research (1099s)
  • Completes any review follow-up needs for client

Industry / Product / Company Knowledge
  • Demonstrates knowledge and can accurately execute against WEG's suitability guidelines, operational processes, and sales model
  • Understands financial terminology and products
  • Working proficiency with annuities, mutual funds, separately managed accounts, fixed income, stocks, options, alternative investments, hedge funds, charitable giving practices
  • Attends client services and company educational events
  • May attend vendor presentations

Education/Qualifications
  • Bachelor's degree or equivalent preferred, demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3-5 years of financial service experience preferred (we welcome candidates both more and less experienced to apply as well)
  • Superior verbal and written communication skills required
  • Proficient with Microsoft Office Suite or related software required
  • Familiarity with Salesforce preferred
  • Experience with Workday preferred

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 at the individual contributor level is $51,450.00 to $85,000.00. However, the base salary range bolded above ($65,000.00 to $85,000.00) is what we expect to pay as a starting range for this position.
#LI-HYBRID
#LI-AP1
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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