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Senior Client Advisor Jobs in Wisconsin (NOW HIRING)

Grant Thornton

Corporate Tax Senior Manager

Appleton, WI · On-site

$197K - $255K/yr

Corporate Tax Senior Manager for Multiple Openings Approved Locations: 2501 E Enterprise, Suite 300 ... Serve as a trusted advisor, offering insights to optimize client tax positions and support business ...

Grant Thornton

Corporate Tax Senior Manager

Appleton, WI

$197K - $255K/yr

Corporate Tax Senior Manager for Multiple Openings Approved Locations: 2501 E Enterprise, Suite 300 ... Serve as a trusted advisor, offering insights to optimize client tax positions and support business ...

Grant Thornton

Corporate Tax Senior Manager

Appleton, WI · On-site

$197K - $255K/yr

Corporate Tax Senior Manager for Multiple Openings Approved Locations: 2501 E Enterprise, Suite 300 ... Serve as a trusted advisor, offering insights to optimize client tax positions and support business ...

System Soft Technologies

Audit Manager

Milwaukee, WI · On-site

$110K - $140K/yr

... key client advisor. Key Responsibilities * Manage and oversee audit engagements from planning ... Currently at the Manager level OR minimum 3 years as a Senior ready to step into a Manager role

FIS

Manager, Client Success

Milwaukee, WI · On-site

Build trusted relationships with senior client stakeholders and act as a strategic advisor * Develop and execute joint success plans with milestones and KPIs aligned to client business outcomes Team ...

Worldpay, Inc.

Manager, Client Success

Milwaukee, WI · On-site

Build trusted relationships with senior client stakeholders and act as a strategic advisor * Develop and execute joint success plans with milestones and KPIs aligned to client business outcomes Team ...

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All JobsClient Advisor JobsSenior Client Advisor JobsSenior Client Advisor Jobs in Wisconsin

Senior Client Advisor information

See Wisconsin salary details

$14

$27

$52

How much do senior client advisor jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for senior client advisor in Wisconsin is $27.23, according to ZipRecruiter salary data. Most workers in this role earn between $18.99 and $34.18 per hour, depending on experience, location, and employer.

What is a senior client advisor?

A Senior Client Advisor is a professional who provides expert guidance and support to clients, often in sectors like finance, luxury retail, or consulting. Their role involves understanding client needs, offering tailored solutions, and building long-term relationships. Senior Client Advisors typically have extensive experience and deep knowledge of their industry, allowing them to handle complex client requests and deliver high-level service. They may also mentor junior staff and contribute to business growth through client acquisition and retention.

What are the key skills and qualifications needed to thrive as a senior client advisor?

To thrive as a Senior Client Advisor, you need a deep understanding of client relationship management, sales strategies, and product expertise, usually backed by experience in client-facing roles and relevant industry knowledge. Familiarity with CRM platforms, sales analytics tools, and, in some sectors, certifications like FINRA Series 7 or 66 are typical requirements. Exceptional interpersonal skills, active listening, and problem-solving abilities help build trust and deliver tailored solutions. These competencies are crucial for maintaining long-term client relationships, driving business growth, and ensuring client satisfaction in competitive markets.

How does a senior client advisor typically collaborate with internal teams to address complex client needs?

Senior Client Advisors frequently work cross-functionally, partnering with product specialists, risk managers, and operations teams to deliver comprehensive solutions for clients. This collaboration ensures that client strategies are aligned with the latest market insights and organizational capabilities. Advisors often act as liaisons, facilitating communication and ensuring that all parties are aligned on objectives and deliverables. Building strong internal relationships is key to efficiently resolving complex client requests and driving client satisfaction.

What is the difference between Senior Client Advisor vs Client Advisor?

AspectSenior Client AdvisorClient Advisor
CredentialsRelevant certifications, experience in financial advisingEntry to mid-level certifications, basic industry knowledge
Work EnvironmentHigh-net-worth client interactions, complex financial solutionsClient onboarding, routine account management
Employer & Industry UsageFinancial services, wealth management firmsBanking, investment firms, financial institutions

The main difference is experience and scope. Senior Client Advisors handle complex client portfolios and high-net-worth individuals, requiring advanced certifications and industry experience. Client Advisors typically focus on onboarding and managing standard accounts. The senior role involves more strategic advising, while the client role is more operational.

What are the most commonly searched types of Client Advisor jobs in Wisconsin?

The most popular types of Client Advisor jobs in Wisconsin are:

What are popular job titles related to Senior Client Advisor jobs in Wisconsin?

For Senior Client Advisor jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Senior Client Advisor jobs in Wisconsin look for?

The top searched job categories for Senior Client Advisor jobs in Wisconsin are:

What cities in Wisconsin are hiring for Senior Client Advisor jobs?

Cities in Wisconsin with the most Senior Client Advisor job openings:

What are popular job titles related to Senior Client Advisor jobs in WI?

For Senior Client Advisor jobs in WI, the most frequently searched job titles are:

Senior Client Advisor jobs near you
Infographic showing various Senior Client Advisor job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 15% Part Time, and 6% Contract. Highlights an 87% Physical, 4% Hybrid, and 9% Remote job distribution, with an average salary of $56,647 per year, or $27.2 per hour.

Client Care Advisor

Home Instead - Cedarburg

Cedarburg, WI

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 5 days ago

Job description

About Us

Join We Care Senior Care, a proud Home Instead franchise, where our mission is to help seniors remain safe and cared for in their homes.

At the heart of our culture is our core value: **Love (v.)**, defined as: Patience, Kindness, Humility, Selflessness, Respectfulness, Forgiveness, Honesty, and Commitment. We seek individuals who lead with love in all they do. 

About the Role:

At Home Instead, we are dedicated to helping older adults live safely, comfortably, and with dignity in their own homes. The Client Care Advisor plays a vital role in ensuring that every client receives personalized, high-quality care while serving as their advocate and primary point of contact. This position is ideal for a compassionate, service-oriented professional with strong interpersonal skills, sales ability, and a commitment to excellence in client care.

Are You a Leader who strives to bring out the best in people? Do you have a Passion to Help Others?

As the Client Care Advisor, you will build and maintain meaningful relationships with clients and their families, coordinate all aspects of client care including introductions between clients and Care Pros, and conduct quality assurance visits. You will use a consultative sales approach to develop and continuously evaluate tailored service plans, ensuring they meet or exceed client needs. This role requires a balance of relationship-building, sales ability, problem-solving, and operational coordination to maintain Home Instead's exceptional standard of care.

Benefits:

  • Competitive Wages
  • Benefits including Health, Dental, Vision, & Life Insurance
  • 401k with company match
  • Paid Vacation and Holidays (including your birthday!)
Key Responsibilities:
  • Client Engagement & Relationship Building:
    • Serve as a trusted advocate for clients, ensuring they receive the highest standard of care and support.
    • Serve as the primary point of contact for clients and their families, building lasting, trust-based relationships.
    • Conduct in-depth Care Consultations and service inquiries with potential clients and families, assessing needs, creating customized care plans, and executing the consultative sales process.
    • Maintain consistent follow-up with potential clients and families who have not yet initiated services, ensuring ongoing support and engagement.
    • Maintain consistent follow-up with designated RPN accounts ensuring ongoing support and engagement.
  • Care Coordination & Quality Assurance:
    • Oversee client service plans, ensuring that care is adapted as needs evolve.
    • Collaborate with the care team, schedulers, and Care Pros to ensure seamless service delivery
    • Conduct regular quality assurance visits and update documentation accordingly.
    • Lead client and Care Pro introductions, ensuring a smooth and positive experience for both parties
  • Collaboration & Problem-Solving:
    • Work closely with Care Pros, healthcare professionals, and family members to create the best outcomes for clients.
    • Address client concerns with empathy, professionalism, and proactive problem-solving.
    • Identify opportunities to enhance care services and advocate for additional support when needed.
  • Compliance & Documentation:
    • Maintain accurate and up-to-date client records, including care assessments, service plans, quality assurance documentation, and Salesforce records.
    • Adhere to all company policies, procedures, and compliance requirements.
    • All other duties as assigned
Qualifications:
  • Training or experience in Healthcare Administration, Social Work, Gerontology, or a related field is preferred but not required. We value a variety of backgrounds and are open to candidates with relevant life or work experience.
  • Prior experience in client services, healthcare, senior care, social work, or care coordination is strongly preferred.
  • Sales Experience is a plus.
  • Experience working directly with older adults, families, and caregivers is a plus.
  • Technical Skills:
    • Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with client management software preferred.
  • Other Requirements:
    • Availability to work evenings or weekends as needed.
    • Valid driver’s license and reliable transportation (if client visits are required).
    • Ability to maintain confidentiality and adhere to ethical business practices.
Knowledge, Skills, and Abilities:
  • Empathy and compassion – a genuine passion for serving older adults and their families.
  • Exceptional communication skills- the ability to build trust and rapport with clients and families through clear, compassionate verbal and written communication.
  • Strong problem-solving and organizational abilities – adept at managing multiple clients, priorities, and situations at once.
  • Attention to detail – ensures accuracy in client records, care plans, and compliance documentation.
  • Team-oriented mindset – able to collaborate effectively with Care Pros, office staff, team members.
  • Must have the ability to establish good working relationships with Key Players, Care Professionals, Referral Sources, and Clients.
  • Must have the ability to work independently, maintain confidentiality of information and meet deadlines
  • Must have the ability to present a professional appearance and demeanor.
We Care Senior Care/Home Instead is proud to be an Equal Opportunity Employer. 

Apply