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Client Service Jobs in Wisconsin (NOW HIRING)

We're seeking a Client Service Supervisor who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of ...

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 team. In this role, you will act as a key point of contact between the company and its clients ...

Client Service Associate

Milwaukee, WI

$14.25 - $19.75/hr

We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee team. In this role, you will act as a key point of contact between the company and its clients ...

Client Service Associate

Milwaukee, WI

$14.25 - $19.75/hr

The Client Service Associate will serve as a key point of contact between clients and internal teams, ensuring a seamless and positive customer experience. This role involves supporting client ...

Client Service Associate

Milwaukee, WI

$14.25 - $19.75/hr

The Client Service Associate will serve as a key point of contact between clients and internal teams, ensuring a seamless and positive customer experience. This role involves supporting client ...

Client Service Analyst

Madison, WI · On-site

$41.71K - $77.50K/yr

Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. * Assists in preparing new business ...

Client Service Analyst

Madison, WI · On-site

$41.71K - $77.50K/yr

Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. * Assists in preparing new business ...

Client Service Associate

Madison, WI · On-site

$50K - $55K/yr

We are seeking a motivated Client Service Associate to join our dynamic team in Madison, WI. The ideal candidate will act as the primary point of contact for clients, ensuring their needs are met ...

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Client Service information

See Wisconsin salary details

$9

$18

$27

How much do client service jobs pay per hour?

As of May 30, 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 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.

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 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.

What job makes $10,000 a month without a degree?

In client service roles, high earnings of $10,000 or more per month are uncommon without specialized skills, experience, or certifications. Typically, such income levels are associated with senior positions, entrepreneurship, or roles in sales, consulting, or management that reward performance and client retention. Building expertise, networking, and developing a strong professional reputation are key factors for higher earnings in this field.
What are the most commonly searched types of Client Service jobs in Wisconsin? The most popular types of Client Service jobs in Wisconsin are:
Advisory Client Service Supervisor

Advisory Client Service Supervisor

Nicolet National Bank

Green Bay, WI

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 24 days ago


Nicolet National Bank rating

8.4

Company rating: 8.4 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

29th of 141 rated banks


Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.
The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated with the Client Service Associate role. The Advisory Client Service Supervisor plays a critical role in ensuring a seamless client experience by providing exceptional customer service while simultaneously supporting efforts to grow the client base and assets. This role places a strong emphasis on client onboarding, client experience, client service, training, team management, project management, reporting, and continuous improvement. The Supervisor is responsible for mentoring and training Client Service Associates, managing the review and completion of Standard Operating Procedures (SOPs), and ensuring the efficiency and effectiveness of processes within the team.
As an Advisory Client Service Supervisor, you will:
Leadership and Management:
  • Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture.
  • Provide coaching, mentoring, and development opportunities to team members.
  • Assign and monitor daily tasks, ensuring alignment with department goals and service standards.
  • Lead regular team meetings to communicate updates, share best practices, and address challenges.
Client Service:
  • Ensure seamless client onboarding and ongoing service delivery across the advisory business.
  • Monitor and enhance the client experience by identifying service gaps and implementing improvements.
  • Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly.
  • Promote a client-first mindset throughout the team.
Advisor Support:
  • Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.
  • Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.
  • Monitor and track client service activities to ensure timely and accurate completion.
  • Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.
Process Optimization and SOP Management:
  • Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance.
  • Identify opportunities for process improvement and implement changes to enhance operational efficiency.
  • Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies.
Training and Support:
  • Develop and deliver training programs for new and existing client service associates.
  • Ensure team members are proficient in systems such as Schwab and Salesforce.
  • Facilitate cross-training to build team flexibility and coverage.
  • Maintain and update training materials and reference resources.
Project and Performance Management:
  • Lead or support department-level projects related to client service enhancements and operational improvements.
  • Track and report on key service metrics.
  • Provide regular updates to leadership on team performance, challenges, and successes.
  • Ensure compliance with internal procedures and regulatory standards.

Qualifications:
  • Bachelor's degree in finance, business administration, or a related field.
  • Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred.
  • Active (or willing to sit for) Series 7, 63, and 65 or Series 7 and 66.
  • Strong understanding of advisory operations and client service principles.
  • Proven ability to lead and develop a team in a fast-paced environment.
  • Excellent communication, interpersonal, and organizational skills.
  • Strong problem-solving and analytical abilities.
  • Proficiency in Schwab, Salesforce, and Microsoft Office Suite.
  • Familiarity with financial services industry regulations and compliance standards.
  • Ability to manage multiple priorities and adapt to changing business needs.
  • Commitment to continuous improvement and operational excellence.

Benefits:
  • Medical, Dental, Vision, amp; Life Insurance
  • 401(k) with a company match
  • PTO amp; 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled

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