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

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 ...

Alphabe Insight Inc

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 ...

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 ...

Baird

PAM Client Service Associate

Milwaukee, WI · On-site

$14.25 - $19.75/hr

Manages incoming client and Financial Advisor requests-completing the request directly when ... service models * Updates data for quarterly client reporting, ensuring accuracy and timely ...

Steel Craft

Customer Service Manager

Hartford, WI · On-site

Client Relationship & Account Management * Serve as senior-level point of contact for key strategic clients, maintaining strong, trusted relationships. * Oversee account planning, client engagement ...

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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 September 2026, with employment types broken down into 1% As Needed, 75% Full Time, 21% Part Time, and 3% Contract. Highlights an 91% Physical, 1% Hybrid, and 8% Remote job distribution, with an average salary of $57,142 per year, or $27.5 per hour.

Client Service Representative

Racine, WI • On-site

ECG Resources
Non-Profits • 11 - 50 employees
Learn more about ECG Resourcesexternal

$15 - $20.50/hr

Full-time

Re-posted 3 days ago

Key responsibilities

  • Assist with evaluating clients' overall financial situations and identify opportunities and risks.

  • Oversee the delivery of financial, lifestyle, and operational services to clients, including financial reporting, tax planning, wealth management, and family entity oversight.

  • Coordinate household and personal service providers, manage financial records, and ensure timely completion of reconciliations, reports, and filings.

Job description

Senior Client Representative

As a member of the client service team, the Senior Client Representative role provides an excellent opportunity for an experienced professional to provide family members, under the supervision of the CFSO, consultative, strategic, and tactical services around personal, family, financial, operational, and/or lifestyle management decisions by advising, overseeing, and delivering a wide range of services and solutions to clients, entities, and trusts.

Essential Duties & Responsibilities

  • Assist with evaluating client's overall financial situation and identify opportunities and risks. With supervision, make financial recommendations and assist with implementation.
  • Working with internal and external resources and advisors, provide seamless delivery of exceptional service to clients including involvement in: Financial reporting and stewardship
  • Tax compliance and planning
  • Wealth management and wealth transfer planning (i.e., estate and charitable planning)
  • Family entity oversight, corporate structuring, and governance
  • Family education
  • Risk Management (i.e., insurance programs and coverage)
  • Real estate and property events (purchase, sale, financing, property management, construction project oversight, etc.)

Lifestyle services

  • Under the supervision of the CFSO, participate in family member meetings regarding financial and estate planning, budgets/cash flow, investments, insurance, etc. Assist with the development of materials for meetings on a variety of relevant topics.
  • Oversee an accurate record of wealth and handling of personal receipts, disbursements, assets, A/P, A/R, N/P and N/R for individuals and their personally owned entities, using MAS90 software.
  • Oversee accounting functions are performed in a timely and accurate manner, including: A/P, A/R, balancing G/L; reconciling bank statements and petty cash accounts; monitoring and balancing family trusts; reconciling investment accounts; processing dividends and distributions; daily managing of cash accounts and funding them as needed.
  • Assist with the budgeting and quarterly cash flow planning and liquidity management.
  • Oversee accuracy and delivery of time-sensitive reconciliations, reports, and filings (e.g., tax, corporate, regulatory, etc.).
  • Review and approve personal bills/invoices for payment and participate and processing bank transfers and wires, as needed.
  • Monitor fees, commitments/agreements, and measure third-party performance, where applicable.
  • Assist with obtaining financing and maintaining outstanding debt and intra-family loans.
  • Coordinate medical and personal care service providers as needed.
  • Coordinate maintenance, licenses and renewals for vehicles, recreational equipment, and aircrafts.
  • Assist with applying for, replacing/canceling, and inquiries regarding credit cards.
  • Coordinate household maintenance and projects directly, with household staff, or with project managers.
  • Build relationships and serve as liaison for clients with external advisors and service providers and proactively coordinate with all to ensure client needs and objectives are met.
  • Work with junior family service team members to ensure services being offered are accurate, timely, relevant, and compliant. Foster the culture of partnership, collegiality, and teamwork within the team.
  • Other family- and office-based projects, as needed.

Qualifications

Bachelor's degree in Accounting, Finance, Tax, or other related field.

A minimum of 5 years of related experience; or an equivalent combination of education and experience.

Experience with direct client relationship management is preferred.

Knowledge, Skills, and Abilities

Strong accounting and financial reporting skills. Must have the technical skills to aggregate, translate, and report on financial & investment information.

Demonstrated experience in working with high-net-worth individuals and/or complex family-owned businesses is preferred.

Adept at issue-spotting. Proven ability to identify, investigate, and understand complex issues, evaluate alternate solutions, and formulate sound recommendations.

Adept with Microsoft Office (e.g., Outlook, Excel, PowerPoint, and Word), financial technology, and other digital communications channels.

Work Relationships & Scope

Reports to the CFSO. Frequent contact with family members, CFO, third-party providers, team members, and other employees. May have occasional contact with President.