Talent Management: Have HR/personnel responsibilities including assisting with growth plans ... the Client Service Management function for assigned direct reports in all facets of the role ...
Talent Management: Have HR/personnel responsibilities including assisting with growth plans ... the Client Service Management function for assigned direct reports in all facets of the role ...
Talent Management: Have HR/personnel responsibilities including assisting with growth plans ... the Client Service Management function for assigned direct reports in all facets of the role ...
Talent Management: Have HR/personnel responsibilities including assisting with growth plans ... the Client Service Management function for assigned direct reports in all facets of the role ...
Client Service Representative / Dispatcher
Muskego, WI · On-site
$18 - $25/hr
Client & Service Management: Provide outstanding service to our clients, ensuring all inquiries, service requests, and follow-ups are handled professionally and efficiently. * Dispatch & Scheduling:
Quick apply
Client Service Representative / Dispatcher
Muskego, WI · On-site
$18 - $25/hr
Client & Service Management: Provide outstanding service to our clients, ensuring all inquiries, service requests, and follow-ups are handled professionally and efficiently. * Dispatch & Scheduling:
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 ...
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 ...
Client Service Specialist
Waukesha, WI · On-site
$55K - $70K/yr
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 ...
Client Service Specialist
Waukesha, WI · On-site
$55K - $70K/yr
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 ...
Client Service Specialist
$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 ...
Client Service Specialist
$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 ...
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 ...
Quick apply
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 ...
Manages incoming client and Financial Advisor requests-completing the request directly when ... service models * Updates data for quarterly client reporting, ensuring accuracy and timely ...
Manages incoming client and Financial Advisor requests-completing the request directly when ... service models * Updates data for quarterly client reporting, ensuring accuracy and timely ...
Client Service Associate
Milwaukee, WI · On-site
$50K - $60K/yr
Job Title Client Service Associate Salary Range $50,000 USD - $60,000 USD Specific compensation ... Multi-Asset Portfolio Builder, Value of Tax Management Tool and Russell Investments website.
Client Service Associate
Milwaukee, WI · On-site
$50K - $60K/yr
Job Title Client Service Associate Salary Range $50,000 USD - $60,000 USD Specific compensation ... Multi-Asset Portfolio Builder, Value of Tax Management Tool and Russell Investments website.
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 ...
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 ...
Client Service Associate
Milwaukee, WI · On-site
$50K - $60K/yr
The Client Service Associate (CSA) will be responsible for responding to fund-related questions and ... Multi-Asset Portfolio Builder, Value of Tax Management Tool and Russell Investments website.
Client Service Associate
Milwaukee, WI · On-site
$50K - $60K/yr
The Client Service Associate (CSA) will be responsible for responding to fund-related questions and ... Multi-Asset Portfolio Builder, Value of Tax Management Tool and Russell Investments website.
Client Service Associate
Waukesha, WI · On-site
$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 ...
Client Service Associate
Waukesha, WI · On-site
$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 ...
Client Service Associate
Milwaukee, WI · On-site
$14.25 - $19.75/hr
Client Service Associate At Elevare Branding, we specialize in building powerful brand identities ... This is an excellent opportunity for individuals who enjoy building relationships, managing ...
Client Service Associate
Milwaukee, WI · On-site
$14.25 - $19.75/hr
Client Service Associate At Elevare Branding, we specialize in building powerful brand identities ... This is an excellent opportunity for individuals who enjoy building relationships, managing ...
Client Service Associate
$50K - $60K/yr
The Client Service Associate (CSA) will be responsible for responding to fund-related questions and ... Multi-Asset Portfolio Builder, Value of Tax Management Tool and Russell Investments website.
Client Service Associate
$50K - $60K/yr
The Client Service Associate (CSA) will be responsible for responding to fund-related questions and ... Multi-Asset Portfolio Builder, Value of Tax Management Tool and Russell Investments website.
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 ...
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 ...
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 ...
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 ...
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 ...
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 ...
Client Service Representative
$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 ...
Quick apply
Client Service Representative
$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 ...
Client Service Representative
$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 ...
Client Service Representative
$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 ...
Client Service Associate
Brookfield, WI · On-site
$26 - $28/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
Brookfield, WI · On-site
$26 - $28/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 Manager information
See Milwaukee, WI salary details
$24.1K - $31K
5% of jobs
$31K - $37.8K
14% of jobs
$40.5K is the 25th percentile. Wages below this are outliers.
$37.8K - $44.7K
16% of jobs
The median wage is $50.9K / yr.
$44.7K - $51.5K
17% of jobs
$51.5K - $58.4K
12% of jobs
$58.4K - $65.3K
9% of jobs
$66.8K is the 75th percentile. Wages above this are outliers.
$65.3K - $72.1K
11% of jobs
$72.1K - $79K
6% of jobs
$79K - $85.8K
5% of jobs
$85.8K - $92.7K
2% of jobs
$92.7K - $99.5K
3% of jobs
$24.1K
$57.1K
$99.5K
How much do client service manager jobs pay per year?
What is a client service manager?
How does a client service manager typically collaborate with other departments to ensure client satisfaction?
What are the key skills and qualifications needed to thrive as a client service manager, and why are they important?
What is the difference between Client Service Manager vs Customer Support Manager?
| Aspect | Client Service Manager | Customer Support Manager |
|---|---|---|
| Credentials | Relevant experience in client relations, possibly certifications in customer service or account management | Experience in customer support, technical knowledge may be beneficial |
| Work Environment | Typically in client-facing roles, managing key accounts, and building long-term relationships | Often in call centers or support teams, handling inquiries and troubleshooting |
| Employer & Industry | Financial services, consulting, B2B companies | Retail, 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 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:
- Financial Client Services Associate
- Client Onboarding Manager
- Sr Client Services Manager
- Client Services Manager
- Director Of Customer Operations
- Client Experience Coordinator
- Administrative Operations Manager
- Registered Client Service Associate
- Customer Experience Operations Manager
- Client Experience Manager

Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 11 days ago
Job description
About the Role
The Supervisor of Client Service is a true player-coach who leads the team while actively working alongside them to deliver an exceptional client experience. This role blends hands-on client service with coaching, training, and elevating team performance, ensuring smooth operations and strong cross-department collaboration. By modeling best practices, guiding day-to-day execution, and fostering clear communication, the Supervisor strengthens the team, drives goals forward, and enhances the firm's overall success.
Key Responsibilities
- Elevate Client Service Experience: Provide expert guidance, coaching, and development to the Client Service team.
- Optimize Team Performance: Oversee employee development through coaching, evaluating performance, and managing overall team dynamics to optimize productivity and morale.
- Proactive Problem-Solving: Proactively identify opportunities for the team to be enhanced, new offerings/processes, and troubleshooting.
- Operational Efficiency: Maintain high standards of compliance and operational efficiency, owning deadlines and assisting others with theirs.
- Process Development & Coordination: Coordinate training and training materials, facilitate escalation and problem-solving, and lead projects and team initiatives.
- Interdepartmental Collaboration: Understand interdepartmental connections and downstream impact, fostering strong collaboration with other team leaders to impact team members and enhance performance/relationships.
- Communication & Leadership: Exhibit a high level of communication competency with internal and external groups, structure complex communication messages, influence others to achieve team goals, and coach/mentor others within the immediate team.
- Talent Management: Have HR/personnel responsibilities including assisting with growth plans, training, goal setting, and individual team growth plans for direct reports.
- Accountability: Personal responsibility for overdue tasks at or below team average; responsible for the successful execution of the Client Service Management function for assigned direct reports in all facets of the role, including all HR functions (e.g., attendance, communication, team collaboration, and attitude/morale).
Who We Are
At Annex Wealth Management, our values aren't just words - they guide how we work every day:
- Knowledge
- Accountability
- Integrity
- Courage
- Respect
- Ownership
Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything we do, we'd love to hear from you.
Annex Wealth Management - Know the Difference
Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? 'Know the Difference' applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features!
Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.
Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, "Money Talk" on WTMJ; "The Investment Show" on WISN; and "The Annex Wealth Management Show" on WHBY and WFSX.
Requirements
What You'll Need to Succeed
- Leadership & Coaching Experience: Proven ability to provide expert guidance, coaching, and development to a team.
- Communication Mastery: High level of communication competency with internal and external groups; ability to structure complex communication messages.
- Problem-Solving & Innovation: Proactive identification of opportunities for enhancement, new offerings/processes, and troubleshooting; takes initiative on new ideas.
- Organizational Skills & Accountability: Ability to manage deadlines, assist others, and maintain personal responsibility for tasks.
- Interpersonal Skills: Strong ability to influence others, foster collaboration, and manage team dynamics.
- Talent Development Focus: Experience in overseeing employee development, evaluating performance, and managing HR/personnel responsibilities.
- Adaptability: Identifies and proposes strategies to problems impacting the team and gets buy-in on solutions.
- Professionalism: Ensures decisions are communicated at the right time to the right people in the right format.
Comprehensive Benefits
We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.
This includes a comprehensive suite of:
- Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future
- Life & Disability Insurance
- Paid Time Off (PTO)
- 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
- Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones
- Paid parental leave
- 8.5 Paid Holidays
- Opportunities for professional growth and development
- Summer hours
We are committed to providing an environment where you can thrive and achieve your full potential.
Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.
About Annex Wealth Management
Sourced by ZipRecruiter
Industry
Investment management and consulting services
Company size
51 - 200 Employees
Headquarters location
Elm Grove, WI, US
Year founded
2001