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Client Services Manager Jobs in Madison, WI (NOW HIRING)

Bakertilly

Client Services Representative

Madison, WI · On-site

$16 - $22/hr

We are looking to hire a temporary Client Services Representative to support our Benefits Administration team. This position will begin in September and run through March 2027. (Employees must be ...

Bakertilly

Client Services Representative

Janesville, WI · On-site

$15.75 - $21.50/hr

We are looking to hire a temporary Client Services Representative to support our Benefits Administration team. This position will begin in September and run through March 2027. (Employees must be ...

Aon

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

... management, family office, and retirement plan advisory services - empowering clients to navigate ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

... management, family office, and retirement plan advisory services - empowering clients to navigate ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP Corp

Associate, Client Service

Madison, WI

$50K - $58K/yr

... management, family office, and retirement plan advisory services - empowering clients to navigate ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

... management, family office, and retirement plan advisory services - empowering clients to navigate ... The Client Service Associate supports advisor teams and clients through account operations ...

NFP Corp

Associate, Client Service

Madison, WI · On-site

$50K - $58K/yr

... management, family office, and retirement plan advisory services - empowering clients to navigate ... The Client Service Associate supports advisor teams and clients through account operations ...

Cox Fleet

Client Services Specilaist

De Forest, WI · On-site

$17 - $22.75/hr

Managing the follow up maintenance transactions lifecycle from origination until the customer unit is ready to be returned to service. * Timely and accurate documentation and notation in all Cox ...

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Showing results 21-40

All JobsClient Services JobsClient Services Manager JobsClient Services Manager Jobs in Madison, WI

Client Services Manager information

See Madison, WI salary details

$35.3K

$70.9K

$128.5K

How much do client services manager jobs pay per year?

As of Aug 9, 2026, the average yearly pay for client services manager in Madison, WI is $70,877.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,400.00 and $83,600.00 per year, depending on experience, location, and employer.

What is the difference between Client Services Manager vs Account Executive?

AspectClient Services ManagerAccount Executive
Primary RoleOversees client relationships, ensures satisfaction, manages service deliveryGenerates new business, manages client accounts, closes sales
Required SkillsCustomer service, communication, project managementSales, negotiation, relationship building
Work EnvironmentClient-facing, service-oriented, team collaborationSales-focused, client meetings, prospecting
Common CertificationsCustomer service certifications, CRM trainingSales certifications, CRM training

The main difference is that a Client Services Manager focuses on maintaining and enhancing existing client relationships and ensuring service quality, while an Account Executive primarily works on acquiring new clients and closing sales. Both roles require strong communication skills and familiarity with CRM tools, but their core objectives differ—service retention versus new business development.

What does a client services manager do?

A Client Services Manager is responsible for overseeing and improving the experience of clients within a company. They act as the main point of contact for clients, ensuring their needs are met and issues are resolved promptly. Their duties often include managing client accounts, coordinating with internal teams, developing relationships, and working to increase client satisfaction and retention. They may also analyze client feedback to improve services and help grow the business.

What are some common challenges faced by client services managers, and how can they be addressed?

Client Services Managers often encounter challenges such as balancing multiple client needs, managing expectations, and ensuring consistent communication between clients and internal teams. To address these challenges, it's important to develop strong organizational skills, set clear boundaries and expectations from the outset, and maintain proactive communication. Regular status meetings and transparent reporting can help build trust with clients and foster effective collaboration with your team.

What are the key skills and qualifications needed to thrive as a client services manager, and why are they important?

To thrive as a Client Services Manager, you need strong client relationship management, problem-solving abilities, and a background in business or a related field. Familiarity with customer relationship management (CRM) software, project management tools, and occasionally relevant certifications like PMP or ITIL are valuable. Exceptional communication, leadership, and conflict resolution skills set outstanding professionals apart in this role. These competencies are essential to ensure client satisfaction, strengthen long-term partnerships, and drive business growth.

What is a client services manager?

A client services manager ensures that a customer is satisfied with the products and services they receive from the company. As a client services manager, you are an employee of the business, but you and your department act as representatives for the customer. You are the supervisor of a larger customer service staff, so you also have job duties pertaining to employee training and ensuring that the department meets all company procedures and policies. Qualifications for a career as a client services manager include experience in customer service and excellent management skills.

More about Client Services Manager jobs
What are the most commonly searched types of Client Services jobs in Madison, WI? The most popular types of Client Services jobs in Madison, WI are:
What are popular job titles related to Client Services Manager jobs in Madison, WI? For Client Services Manager jobs in Madison, WI, the most frequently searched job titles are:
What job categories do people searching Client Services Manager jobs in Madison, WI look for? The top searched job categories for Client Services Manager jobs in Madison, WI are:
What cities near Madison, WI are hiring for Client Services Manager jobs? Cities near Madison, WI with the most Client Services Manager job openings:
Client Services Manager jobs near you
Infographic showing various Client Services Manager job openings in Madison, WI as of June 2026, with employment types broken down into 85% Full Time, 11% Part Time, and 4% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $70,876 per year, or $34.1 per hour.

Client Services Associate I - Wealth Management Department

UW Credit Union

Madison, WI • On-site

$28.03/hr

Other

Medical, Dental, Vision, Life, Retirement

Posted 26 days ago

Job description


Client Services Associate I - Wealth Management Department
ID
2026-6133
Location : City
53705
Category
Financial Consultant
FTE
1.0
Schedule
Monday-Friday 8:30am-5:00pm
Salary Grade
7
Min
USD $25.46/Hr.
Mid
USD $28.03/Hr.
Additional Locations
US-WI-Madison | US-WI-Sun Prairie
Overview

UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team in Madison!

Do you have a passion for providing exceptional customer service and delivering quality? Do you have strong organizational, verbal, and written communication skills? Are you looking for an opportunity that has development within the role? If you answered yes to all three questions, then this is the position for you!

At UW Credit Union, we provide meaningful financial services to our members with the honesty and integrity they deserve. As a Client Services Associate, you will be responsible for building relationships, promoting Wealth Management services to UW Credit Union employees, members, and the community at large and providing administrative support to the Wealth Management team.

Responsibilities

A Day in the Life of a Client Services Associate

Every day will be different but below is a snapshot of what you will do:

    Start the day off preparing the office for appointments for the Advisors.
  • Create a warm and welcoming environment at the front desk of one of our wealth management hubs.
  • Provide personalized, professional service to all members and representatives in an exceptional manner, seeking out opportunities to exceed member expectations.
  • Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine servicing activities (ex. tax planning tasks), seminar/webinar support, client events and financial transaction items.
  • Interact with members in-person and over the phone to review their account status, answer questions and collect information.
  • Continuously organize and regroup from priority interruptions while completing daily routine tasks.
  • Manage, direct, and troubleshoot incoming calls from the wealth management group extension.
  • Make outbound calls regarding various client situations and routine tasks.
  • Work with multiple Financial Advisors to support sales functions.

Qualifications

What You'll Need to Succeed

  • Associate's degree in buisness, finance or related field required or equivalent work experience.
  • 1+ year of experience in financial services, bank operations and/or client services.
  • 1+ years of customer service experience preferred.
  • High level of problem-solving skills
  • Demonstrated experience with inbound and outbound customer/member calls
  • Efficient, detail-oriented, self-starter, able to work independently and as a member of a team
  • Licensed in the following or obtain within the 1st year of employment (UW Credit Union will pay for 1-2 rounds of exam fees with the opportunity to receive a recognition bonus for successfully obtaining/having all licenses):
    • WI Insurance Life & Health License
    • Securities Industry Essentials (SIE)
    • FINRA Series 7
    • FINRA Series 66

Working at UW Credit Union

Why work for UW Credit Union?

Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive:

  • 21.5 days of annual time off (accrued per pay period)
  • 2 weeks paid caregiver leave
  • 2.5 weeks paid new child parental leave
  • 2 days paid volunteer time
  • 10 paid holidays (including your birthday!)
  • 401k company match of up to 5%, plus approximately 4% discretionary match
  • Variable bonus reward
  • Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
  • Employee Assistance Program
  • And more!

All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category.

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