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Client Service Professional Jobs in Racine, WI (NOW HIRING)

Baird Capital

Client Specialist

Milwaukee, WI · On-site

Be responsible for the client service and business operation functions of one or more Financial ... Fast paced environment that will enable you to grow as a professional * Team of associates ...

BDO

Tax Manager, Private Client Services

Milwaukee, WI · On-site

Builds new relationships and maintains existing relationships with BDO professionals and external ... Experience working in public accounting, or the private client service area, preferred License ...

H&R Block

Receptionist - Franchise Location

Twin Lakes, WI · On-site

$16.25 - $21.25/hr

Joining H&R Block1 as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future. What You'll Bring to the Team: * Answer phones and greet ...

H&R Block

Receptionist - Franchise Location

Burlington, WI · On-site

$16.50 - $22/hr

Joining H&R Block1 as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future. What You'll Bring to the Team: * Answer phones and greet ...

H&R Block

Receptionist - Franchise Location

Twin Lakes, WI · On-site

$16.25 - $21.25/hr

Joining H&R Block1 as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future. What You'll Bring to the Team: * Answer phones and greet ...

H&R Block

Receptionist - Franchise Location

Genoa City, WI · On-site

$15 - $19.75/hr

Joining H&R Block1 as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future. What You'll Bring to the Team: * Answer phones and greet ...

H&R Block

Receptionist - Franchise Location

Burlington, WI · On-site

$16.50 - $22/hr

Joining H&R Block1 as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future. What You'll Bring to the Team: * Answer phones and greet ...

H&R Block

Receptionist - Franchise Location

Waterford, WI · On-site

$15.25 - $20.25/hr

Joining H&R Block1 as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future. What You'll Bring to the Team: * Answer phones and greet ...

H&R Block

Receptionist - Franchise Location

Genoa City, WI · On-site

$15 - $19.75/hr

Joining H&R Block1 as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future. What You'll Bring to the Team: * Answer phones and greet ...

H&R Block

Receptionist - Franchise Location

Waterford, WI · On-site

$15.25 - $20.25/hr

Joining H&R Block1 as a seasonal Client Service Professional/Receptionist means you'll focus on how to wow clients now and in the future. What You'll Bring to the Team: * Answer phones and greet ...

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Client Service Professional information

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How much do client service professional jobs pay per hour?

As of Sep 9, 2026, the average hourly pay for client service professional in Racine, WI is $15.93, according to ZipRecruiter salary data. Most workers in this role earn between $13.51 and $17.12 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a client service professional?

To thrive as a Client Service Professional, you need strong communication, problem-solving, and organizational skills, often supported by a background in customer service or business administration. Familiarity with customer relationship management (CRM) software, call center systems, and basic office applications is typically required. Empathy, patience, and the ability to remain composed under pressure are standout soft skills in this role. These skills ensure that client needs are addressed efficiently, fostering positive relationships and contributing to client satisfaction and retention.

What are some common challenges faced by client service professionals and how can they be managed effectively?

Client Service Professionals often encounter challenges such as managing high client expectations, handling multiple inquiries simultaneously, and resolving difficult situations in a timely manner. Effective communication, strong organizational skills, and the ability to remain calm under pressure are essential for overcoming these challenges. Many teams provide ongoing training and mentorship to help new hires develop these skills, and collaboration with colleagues is encouraged to share best practices and support each other in delivering excellent service.

Is client service professional a good career?

A client service professional role involves assisting customers, resolving issues, and maintaining positive relationships, which can lead to stable employment and opportunities for advancement. The career often requires strong communication skills, problem-solving abilities, and familiarity with customer management tools. It can be a good choice for individuals interested in customer interaction and service-oriented work.

What does a client service professional do?

A client service professional is responsible for assisting clients by addressing inquiries, resolving issues, and providing information about products or services. They often communicate via phone, email, or in person, and require strong communication and problem-solving skills to ensure customer satisfaction.

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

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

What cities near Racine, WI are hiring for Client Service Professional jobs?

Cities near Racine, WI with the most Client Service Professional job openings:

Client Service Professional jobs near you
Infographic showing various Client Service Professional job openings in Racine, 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 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $33,130 per year, or $15.9 per hour.

Client Services Coordinator - Wealth Advisory - Shared Services Center

Milwaukee, WI

Cliftonlarsonallen
Accounting Services • 5 - 10K employees
Learn more about Cliftonlarsonallenexternal

$32/hr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 17 days ago

Key responsibilities

  • Support the Wealth Advisory Investment Advisory team by preparing and processing client account paperwork and service requests.

  • Manage routine client questions, client money movements, and internal operational needs related to client accounts.

  • Ensure client paperwork accuracy, support internal operational activities, and maintain documentation and notes on active tasks.

CliftonLarsonAllen rating

7.1

Company rating: 7.1 out of 10

Based on 30 frontline employees who took The Breakroom Quiz

22nd of 23 rated bookkeepers and accountants

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is looking to hire 4 Client Service Coordinators for our shared services center.

This job will be performed in office.

Summary

This role supports the Wealth Advisory Investment Advisory team on a national level. They handle client service matters through timely and efficient communication, processing of client paperwork and client requests while following best practices as outlined by Wealth Advisory leadership. They are open to feedback and learning opportunities and have an overall understanding of and compliance with Wealth Advisory operations, policies and procedures. This role is primarily an internal facing position - however, there will be instances where communication with clients and fund administrators will be needed.

External Client Service:

  • Prepare & process new account paperwork for clients (Charles Schwab, Separately Managed Account, Private Investments, Inspira).

  • Manage and resolve routine client questions and service requests.

  • Receive and process client money movements (check blotter, deposits, withdrawals, etc.).

  • Add new features to existing accounts.

  • Conduct Inspira transfer forms for capital calls as needed/required.

  • Complete Wealth Advisory mail processing.

  • Demonstrate proactive ownership of all other client service tasks.

Internal Client Service:

  • Ensure client paperwork is in good order and work with operations to timely correct any not in good order paperwork.

  • Work with the Wealth Advisors to support the internal operational needs of advisory and financial planning.

  • Track account transfers and provide updates to relevant parties.

  • Keep accurate and up to date notes on active tasks.

  • Respond to general inquiries concerning departmental activities and operations by relating or referring to established policies and procedures.

  • Work with custodians to get any requested features set up.

  • Complete Laserfiche filing of client service documents as required.

  • Act as Peer Advisors for new CSC team members.

Experience

2 years of experience required, preferably in the financial investment industry.

Education

High school degree or equivalent required

Certifications / Licenses

None required

Technical Competencies

Strong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms.

Organizational Interfaces

This role reports to Client Services Director and interacts regularly with multiple Wealth Advisors and Senior Client Services Coordinators.

Travel Requirements

This position requires <10% travel.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
The compensation range for this position in Minnesota is: $25 - $32 per hour.
The compensation range for this position in Washington is: $25 - $32 per hour.

#LI-MU1


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.


To view a complete list of benefits, click here.


What CliftonLarsonAllen employees say

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Hours and flexibility

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About CliftonLarsonAllen

Sourced by ZipRecruiter

CliftonLarsonAllen (CLA) is a leading professional services company based in Minneapolis, MN, US. CLA operates in the accounting industry and offers a broad range of products and services such as wealth advisory, outsourcing, audit, tax, and consulting services. The company was founded in 1953 with a merger between two firms, Clifton Gunderson and LarsonAllen, in 2012. Working in accordance with their mission to create opportunities for clients, people, and communities, they have established a presence across the US, serving privately held businesses, non-profits, and governmental entities. Recognized for their contributions, CLA has received accolades such as the Innovative Firm of the Year award.

Industry

Accounting services

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

2012

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