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Client Service Jobs in Wisconsin (NOW HIRING)

NFP Corp

AVP, Client service

Madison, WI · On-site

The Client Service Manager will have responsibility for ensuring that every client receives exceptional service and that the Client Service team members they manage deliver consistent exceptional ...

Aon

AVP, Client service

Madison, WI · On-site

The Client Service Manager will have responsibility for ensuring that every client receives exceptional service and that the Client Service team members they manage deliver consistent exceptional ...

NFP Corp

AVP, Client service

Madison, WI

The Client Service Manager will have responsibility for ensuring that every client receives exceptional service and that the Client Service team members they manage deliver consistent exceptional ...

defi AUTO LLC

Client Service Executive

Madison, WI · On-site

$82K - $117K/yr

As a Client Service Executive within the Managed Servicing business, you operate in a highly visible, client-facing role supporting some of the largest organizations in the financial services ...

Aon

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

NFP Corp

Associate, Client Service

Madison, WI

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client ...

Choreo

Client Service Associate

Madison, WI

$14.50 - $20.25/hr

As a Client Service Associate, you will be responsible for managing client communications and support. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members ...

Choreo

Client Service Associate

Madison, WI · On-site

$14.50 - $20.25/hr

Client Service Associate Rockford, IL or Madison, WI Choreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs ...

Drake and Associates

Client Service Specialist

Waukesha, WI · On-site

$17 - $22.50/hr

Client Service Specialist Drake & Associates is a growing financial planning firm dedicated to helping clients achieve financial confidence through comprehensive planning and an exceptional client ...

Drake and Associates

Client Service Specialist

Waukesha, WI

$17 - $22.50/hr

As we continue to grow, we are seeking a Client Service Specialist who is passionate about serving clients, thrives in a fast-paced environment, and takes pride in delivering accurate, high-quality ...

The QTI Group

Client Service Coordinator

Madison, WI · On-site

$18.25 - $23.75/hr

The Client Service Coordinator will provide administrative and client service support. This position is fully onsite in Madison, WI and operates full-time Monday-Friday between the hours of 8:00am-5 ...

Phenom People

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 by modernizing the client experience through an elevated standard of care. The Senior Client Service ...

Alphabe Insight

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 and strategic marketing solutions that drive measurable growth. Our team is dedicated to innovation ...

Alphabe Insight

Client Service Associate

Madison, WI · On-site

$50K - $56K/yr

Client Service Associate Reboot Staff is a dedicated staffing partner committed to connecting talented professionals with organizations that value precision, integrity, and long-term growth. We take ...

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All JobsClient Service JobsClient Service Jobs in Wisconsin

Client Service information

See Wisconsin salary details

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$18

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How much do client service jobs pay per hour?

As of Jul 11, 2026, the average hourly pay for client service in Wisconsin is $18.97, according to ZipRecruiter salary data. Most workers in this role earn between $15.53 and $21.11 per hour, depending on experience, location, and employer.

What does client service do?

Client service professionals are responsible for assisting clients, addressing their needs, and ensuring satisfaction. They communicate effectively, resolve issues, and often use customer relationship management (CRM) tools to maintain positive interactions and support business retention.

What is a client service job?

A client service job involves assisting and supporting clients by addressing their needs, resolving issues, and providing information about products or services. These roles often require strong communication skills, problem-solving abilities, and familiarity with customer management tools or CRM systems.

What are client service jobs?

Client service jobs focus on assisting customers or clients by addressing their needs, answering questions, solving problems, and ensuring satisfaction with a company’s products or services. These roles can be found in various industries, such as finance, retail, hospitality, and technology. Client service professionals often communicate directly with clients through phone, email, chat, or in person and must have strong communication and problem-solving skills. Their goal is to build positive relationships and help retain clients for the business.

How does a Client Service professional typically collaborate with other departments to address client needs?

Client Service professionals often act as the primary point of contact for clients, but they regularly collaborate with teams like Sales, Account Management, and Technical Support to resolve client inquiries efficiently. This cross-functional teamwork ensures that client issues are addressed holistically and with the right expertise. Clear communication skills and the ability to coordinate between departments are crucial for success in this role. Regular meetings and shared client updates are common practices to maintain alignment and deliver a seamless client experience.

What are the key skills and qualifications needed to thrive as a Client Service professional, and why are they important?

To thrive as a Client Service professional, you need strong communication skills, problem-solving abilities, and a customer-focused mindset, often supported by a degree in business or a related field. Familiarity with customer relationship management (CRM) systems, ticketing platforms, and basic office software is typically required. Exceptional interpersonal skills, patience, and the ability to remain calm under pressure help you build trust and resolve client concerns effectively. These skills are crucial for ensuring client satisfaction, fostering loyalty, and maintaining a positive company reputation.

What jobs pay 4000 a week without a degree?

In client service roles, high-paying positions such as sales managers, account executives, or freelance consultants can earn around $4,000 weekly, especially with experience and strong client relationships. These jobs often require excellent communication skills, industry knowledge, and sometimes certifications but do not always require a formal degree.
What are the most commonly searched types of Client Service jobs in Wisconsin? The most popular types of Client Service jobs in Wisconsin are:
Client Service jobs near you

AVP, Client service

NFP Corp

Madison, WI • On-site

Full-time

Medical, Retirement, PTO

Posted 12 days ago

Job description

Posting Description
Who We Are:
Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.
For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Summary:
The Client Service Manager will have responsibility for ensuring that every client receives exceptional service and that the Client Service team members they manage deliver consistent exceptional service. The Client Service Manager supervises Client Service Associates in the performance of their duties and is responsible for contributing ideas for department processes, procedures and protocols. It is expected that this role will continue to act as a CSA for an assigned group of clients in addition to leading their team of CSAs. Required to be in the office at least two days per week for the purposes of management and supervision of direct team, as well as collaboration and relationship building with managers, members of other teams, and client-facing staff.
Responsibilities:
  • Continues to act as a CSA for assigned clients.
  • Leads a team of Client Service professionals and optimizes Client Service operations by executing on the following:
    • Promotes department goals by motivating and training employees.
    • Coordinates and provides day-to-day oversight to employees including managing the CSA workload distribution and ensuring CSA back-up coverage during vacations and absences.
    • Leads their direct reports through the performance management lifecycle including:
      • Providing direction and support to employees on goal setting and career development planning.
      • Developing and delivering performance reviews as well as ongoing feedback conversations to support growth and development.
      • Making recommendations related to compensation (bonuses and increases) and communicating decisions with team members.
    • In collaboration with other Client Service team members, identifies and leads opportunities to make changes that improve operations across the team.
    • Engages with leaders, peers, and staff; share successes and promotes teamwork, collaboration and manages conflicts appropriately and efficiently.
    • Collaborates on CSA training materials and curriculum.
    • Assists leadership in setting strategic direction for key programs.
    • Serves as escalation point for challenging Client Service issues.
    • Collaborates closely with other managers in their respective office and region such as Client Ops Manager(s), Office Lead(s), the manager(s) of Advisor Associates and others outside of function to build team connectivity and positive team culture.
    • Utilizes CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, run reports, etc.
    • Exercises independent judgment across a broader range of areas. Addresses issues, future needs, and the adaptation of new processes, methods, and technologies.
    • Performs other duties as and when needed.

Qualifications:
  • Previous back-office operations or executive/administrative assistant experience, including experience in financial planning and/or the securities industry.
  • High-touch, direct client experience is essential.
  • Understanding of the value proposition of being a fee-only fiduciary
  • Previous supervisory experience managing teams is a plus.
  • Excellent computer skills and general technical ability; comfort with navigating various software applications and systems.
  • Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is highly preferred.
  • Continuously exhibits personal integrity and professional initiative and a personable attitude.
  • Strong problem-solving and influence/consensus-building skills.
  • Strong communication and organizational skills.
  • Ability to work through questions and concerns collaboratively.
  • Required to be in the office at least two days per week, for the purposes of management and supervision of direct team, as well as collaboration and relationship building with managers, members of other teams, and client-facing staff.

Diversity, Equity, Inclusion, and Belonging at Wealthspire
Wealthspire is committed to fostering an inclusive work environment that values diversity as a fundamental asset. Research substantiates that diverse teams are not only more innovative but also make more informed decisions, leading to increased employee engagement and client satisfaction.
  • Equal Opportunity:We are an equal opportunity employer. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate on the basis of race, religion, color, gender, age, national origin, sexual orientation, marital status, veteran status, or disability status.
  • Culture Add Over Culture Fit:Rather than seeking candidates who merely fit into our existing culture, we prioritize those who will add new dimensions to it. We welcome individuals who bring unique perspectives, experiences, and skills that enrich our team and client interactions.
  • Inclusive Excellence:We believe that true excellence can only be achieved in an environment where every employee feels empowered and included. Our commitment to diversity extends beyond hiring practices to every facet of our business.

Do you see yourself excelling in this position?
Don't hesitate to apply, even if you don't meet every qualification on the list. We recognize that career journeys are as unique as individuals themselves, and valuable skills can come in various forms. We're eager to learn about your unique talents and experiences.
What We Offer:
Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $80,000 - $115,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
Wealthspire and You... Better Together!
Wealthspire is an inclusive Equal Employment Opportunity employer.
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