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

BDO

Tax Manager, Private Client Services

Milwaukee, WI · On-site

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical ...

DentaQuest

Client Services Specialist

Milwaukee, WI · On-site

$49K - $66K/yr

... absence management, life, supplemental health, medical stop-loss insurance, and healthcare ... Client Services Specialists (CSS) play a key role in providing service excellence by acting as a ...

Sun Life

Client Services Specialist

Milwaukee, WI · On-site

$49K - $66K/yr

... absence management, life, supplemental health, medical stop-loss insurance, and healthcare ... Client Services Specialists (CSS) play a key role in providing service excellence by acting as a ...

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Client Services Manager information

See Milwaukee, WI salary details

$34.5K

$69.2K

$125.5K

How much do client services manager jobs pay per year?

As of Sep 7, 2026, the average yearly pay for client services manager in Milwaukee, WI is $69,244.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,200.00 and $81,700.00 per year, depending on experience, location, and employer.

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.

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 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 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 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.

More about Client Services Manager jobs

What are the most commonly searched types of Client Services jobs in Milwaukee, WI?

The most popular types of Client Services jobs in Milwaukee, WI are:

What are popular job titles related to Client Services Manager jobs in Milwaukee, WI?

For Client Services Manager jobs in Milwaukee, WI, the most frequently searched job titles are:

What job categories do people searching Client Services Manager jobs in Milwaukee, WI look for?

The top searched job categories for Client Services Manager jobs in Milwaukee, WI are:

What cities near Milwaukee, WI are hiring for Client Services Manager jobs?

Cities near Milwaukee, WI with the most Client Services Manager job openings:

Client Services Manager jobs near you
Infographic showing various Client Services Manager job openings in Milwaukee, WI as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 16% Part Time, and 4% Contract. Highlights an 93% Physical, 2% Hybrid, and 5% Remote job distribution, with an average salary of $69,244 per year, or $33.3 per hour.

Supervisor of Client Service

Annex Wealth Management

Delafield, WI • On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 2 days ago

Key responsibilities

  • Lead and develop the Client Service team through coaching, training, and performance evaluation.

  • Oversee day-to-day operations, ensure compliance, and manage deadlines to maintain operational efficiency.

  • Coordinate training, facilitate escalation and problem-solving, and foster interdepartmental collaboration.

Job description

Are you excited by a role that lets you lead with influence and contribute directly as a player-coach ?
About the Role
The Supervisor of Client Service is a true player-coach who leads the team while actively working alongside them to deliver an exceptional client experience. This role blends hands-on client service with coaching, training, and elevating team performance, ensuring smooth operations and strong cross-department collaboration. By modeling best practices, guiding day-to-day execution, and fostering clear communication, the Supervisor strengthens the team, drives goals forward, and enhances the firm's overall success.
Key Responsibilities
  • Elevate Client Service Experience: Provide expert guidance, coaching, and development to the Client Service team.
  • Optimize Team Performance: Oversee employee development through coaching, evaluating performance, and managing overall team dynamics to optimize productivity and morale.
  • Proactive Problem-Solving: Proactively identify opportunities for the team to be enhanced, new offerings/processes, and troubleshooting.
  • Operational Efficiency: Maintain high standards of compliance and operational efficiency, owning deadlines and assisting others with theirs.
  • Process Development & Coordination: Coordinate training and training materials, facilitate escalation and problem-solving, and lead projects and team initiatives.
  • Interdepartmental Collaboration: Understand interdepartmental connections and downstream impact, fostering strong collaboration with other team leaders to impact team members and enhance performance/relationships.
  • Communication & Leadership: Exhibit a high level of communication competency with internal and external groups, structure complex communication messages, influence others to achieve team goals, and coach/mentor others within the immediate team.
  • Talent Management: Have HR/personnel responsibilities including assisting with growth plans, training, goal setting, and individual team growth plans for direct reports.
  • Accountability: Personal responsibility for overdue tasks at or below team average; responsible for the successful execution of the Client Service Management function for assigned direct reports in all facets of the role, including all HR functions (e.g., attendance, communication, team collaboration, and attitude/morale).

Who We Are
At Annex Wealth Management, our values aren't just words - they guide how we work every day:
  • Knowledge
  • Accountability
  • Integrity
  • Courage
  • Respect
  • Ownership

Does this resonate with you? We're looking for positive, talented individuals who naturally embody these principles in their work and interactions. If you're ready to join a culture where these values are the foundation of everything we do, we'd love to hear from you.
Annex Wealth Management - Know the Difference
Are you in search of an employer that prioritizes a positive culture and encourages outstanding teamwork? 'Know the Difference' applies to our employees too. We are a proud seven-time recipient of the Milwaukee Journal Sentinel's Top Workplaces Award. Our employees list our vibrant culture and engaged teams as two of our best features!
Annex Wealth Management is a privately held, full-service advisory and wealth management firm acting as a fiduciary for individuals, families, and businesses. Our team approach means our clients consistently interact with a group of experienced professionals boasting key credentials, certifications, and achievements in investment, tax, insurance, estate planning, and more.
Communication and Education are key to Annex Wealth Management's growth. Check us out on YouTube, our multiple podcasts, "Money Talk" on WTMJ; "The Investment Show" on WISN; and "The Annex Wealth Management Show" on WHBY and WFSX.
Requirements
What You'll Need to Succeed
  • Leadership & Coaching Experience: Proven ability to provide expert guidance, coaching, and development to a team.
  • Communication Mastery: High level of communication competency with internal and external groups; ability to structure complex communication messages.
  • Problem-Solving & Innovation: Proactive identification of opportunities for enhancement, new offerings/processes, and troubleshooting; takes initiative on new ideas.
  • Organizational Skills & Accountability: Ability to manage deadlines, assist others, and maintain personal responsibility for tasks.
  • Interpersonal Skills: Strong ability to influence others, foster collaboration, and manage team dynamics.
  • Talent Development Focus: Experience in overseeing employee development, evaluating performance, and managing HR/personnel responsibilities.
  • Adaptability: Identifies and proposes strategies to problems impacting the team and gets buy-in on solutions.
  • Professionalism: Ensures decisions are communicated at the right time to the right people in the right format.

Comprehensive Benefits
We deeply value your leadership, talent, time, and commitment. In return, we offer a total rewards package designed to recognize and appreciate your contributions.
This includes a comprehensive suite of:
  • Benefits: Our benefits package includes medical, dental, and vision insurance, as well as a 401(k) plan to help you secure your financial future
  • Life & Disability Insurance
  • Paid Time Off (PTO)
  • 401(k) Retirement Plan: Build your future with our 401(k) plan and employer contribution
  • Company Events: We believe in celebrating wins and creating connections - whether it's through get togethers, our Annual Picnic, or company milestones
  • Paid parental leave
  • 8.5 Paid Holidays
  • Opportunities for professional growth and development
  • Summer hours

We are committed to providing an environment where you can thrive and achieve your full potential.
Equal Employment Opportunity: Annex Wealth Management is an equal opportunity employer. We are committed to providing a work environment free from discrimination and harassment. All employment decisions are based on qualifications, merit, and business needs. We do not discriminate based on race, color, religion, national origin, sex, age, disability, genetic information, or any other protected status. We encourage applicants of all backgrounds to apply.

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