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

Pwc

International Tax Services - Manager

Milwaukee, WI · On-site

$99K - $266K/yr

Industry/Sector Not Applicable Specialism International Tax Services Management Level Manager ... client expectations. You will take ownership of projects, confirming their successful planning ...

Sentry Insurance

Client Technician - 401K

Milwaukee, WI · Hybrid

$17 - $23/hr

What You'll Do As a 401(k) Client Services Tech, you'll provide operational and administrative support to our 401(k) Client Services Manager team, ensuring required customer information is received ...

Travis Mathew

Client Associate - Mayfair

Milwaukee, WI · On-site

Participate in-store events, marketing initiatives and CRM activity to drive and reward repeat business * Adhere to client service standards and company policies and procedures * Foster a friendly ...

Travis Mathew

Client Associate - Mayfair

Wauwatosa, WI · On-site

Participate in-store events, marketing initiatives and CRM activity to drive and reward repeat business * Adhere to client service standards and company policies and procedures * Foster a friendly ...

TravisMathew

Client Associate - Mayfair

Wauwatosa, WI · On-site

Participate in-store events, marketing initiatives and CRM activity to drive and reward repeat business * Adhere to client service standards and company policies and procedures * Foster a friendly ...

Eurofins

Client Service Representative

New Berlin, WI · On-site

$15.75 - $21.25/hr

Eurofins is one of the market leaders in certain testing and laboratory services for genomics ... Position Summary The Client Service Representative manages communication between the laboratory and ...

Eurofins

Client Service Representative

New Berlin, WI · On-site

$15.75 - $21.25/hr

Eurofins is one of the market leaders in certain testing and laboratory services for genomics ... Position Summary The Client Service Representative manages communication between the laboratory and ...

U.S. Bank

Mutual Fund Relationship Manager 3

Milwaukee, WI · On-site

$68K - $93K/yr

Evaluate pricing and support client adoption of new services in alignment with business goals and ... Manage client relationships and may assist TA Client Service Managers with client responsibilities ...

US Bank

Mutual Fund Relationship Manager 3

Milwaukee, WI · Hybrid

$68K - $93K/yr

Evaluate pricing and support client adoption of new services in alignment with business goals and ... Manage client relationships and may assist TA Client Service Managers with client responsibilities ...

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Client Services Manager information

See Racine, WI salary details

$32.8K

$65.9K

$119.6K

How much do client services manager jobs pay per year?

As of Aug 22, 2026, the average yearly pay for client services manager in Racine, WI is $65,946.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,900.00 and $77,800.00 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 Racine, WI?

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

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

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

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

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

Client Services Manager jobs near you

Client Services Coordinator - Wealth Advisory - Shared Services Center

Cliftonlarsonallen

Milwaukee, WI • On-site

$32/hr

Full-time

Medical, Dental, Vision, Retirement

Re-posted 29 days ago

CliftonLarsonAllen rating

7.0

Company rating: 7.0 out of 10

Based on 29 frontline employees who took The Breakroom Quiz

21st 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


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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

Pay

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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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