The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption ... Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and ...
The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption ... Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and ...
The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption ... Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and ...
The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption ... Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and ...
As a P&C Senior Client Manager at M3, you'll be more than a service contact - you'll be a trusted advisor, a team mentor, and a key driver of client retention and growth. You'll own the renewal ...
As a P&C Senior Client Manager at M3, you'll be more than a service contact - you'll be a trusted advisor, a team mentor, and a key driver of client retention and growth. You'll own the renewal ...
As a P&C Senior Client Manager at M3, you'll be more than a service contact - you'll be a trusted advisor, a team mentor, and a key driver of client retention and growth. You'll own the renewal ...
New
As a P&C Senior Client Manager at M3, you'll be more than a service contact - you'll be a trusted advisor, a team mentor, and a key driver of client retention and growth. You'll own the renewal ...
New
Client Service Associate
Clinton, WI · On-site
$20 - $25/hr
Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model * Facilitate new account setup at the custodial level; follow up on fund ...
Client Service Associate
Clinton, WI · On-site
$20 - $25/hr
Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model * Facilitate new account setup at the custodial level; follow up on fund ...
Client Service Associate
Clinton, WI · On-site
$20 - $25/hr
Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model * Facilitate new account setup at the custodial level; follow up on fund ...
Client Service Associate
Clinton, WI · On-site
$20 - $25/hr
Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model * Facilitate new account setup at the custodial level; follow up on fund ...
Client Service Associate
Clinton, WI · On-site
$20 - $25/hr
Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model * Facilitate new account setup at the custodial level; follow up on fund ...
Client Service Associate
Clinton, WI · On-site
$20 - $25/hr
Support Senior Vice President (Financial Advisor) and their clients by leading and implementing the client service model * Facilitate new account setup at the custodial level; follow up on fund ...
WI · On-site
$100 - $130/hr
Vanguard is seeking Wealth Advisors and Senior Wealth Advisors to join our teams in North Carolina ... By communicating Vanguard's investment philosophy and making recommendations that consider client ...
Retirement Plan Advisor, Sr
Milwaukee, WI · On-site
$199K/yr
We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities As a Retirement Plan Sales Advisor, Sr., you'll be at ...
Retirement Plan Advisor, Sr
Milwaukee, WI · On-site
$199K/yr
We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities As a Retirement Plan Sales Advisor, Sr., you'll be at ...
Senior Client Partner - Enterprise Sales
Milwaukee, WI · On-site
$115K - $222K/yr
As a trusted advisor, you'll add value for us and our customers by solving their business problems. You'll bring a consultative selling approach and become a specialist for your customers and your ...
Senior Client Partner - Enterprise Sales
Milwaukee, WI · On-site
$115K - $222K/yr
As a trusted advisor, you'll add value for us and our customers by solving their business problems. You'll bring a consultative selling approach and become a specialist for your customers and your ...
Serve as a trusted advisor to senior client executives, including CFOs, Treasurers, Heads of Funding, and Capital Management teams, providing strategic advice on funding, capital optimization ...
Serve as a trusted advisor to senior client executives, including CFOs, Treasurers, Heads of Funding, and Capital Management teams, providing strategic advice on funding, capital optimization ...
Senior Manager of Advisor Insights
Milwaukee, WI · On-site
$134K - $135K/yr
About the Job As the Senior Manager of Advisor Insights, you will bring financial advisor ... By helping to integrate insights across the advisor, client, and consumer journeys, you will unify ...
Senior Manager of Advisor Insights
Milwaukee, WI · On-site
$134K - $135K/yr
About the Job As the Senior Manager of Advisor Insights, you will bring financial advisor ... By helping to integrate insights across the advisor, client, and consumer journeys, you will unify ...
Senior Manager of Advisor Insights
$134K - $135K/yr
About the Job As the Senior Manager of Advisor Insights, you will bring financial advisor ... By helping to integrate insights across the advisor, client, and consumer journeys, you will unify ...
Senior Manager of Advisor Insights
$134K - $135K/yr
About the Job As the Senior Manager of Advisor Insights, you will bring financial advisor ... By helping to integrate insights across the advisor, client, and consumer journeys, you will unify ...
Senior Manager of Advisor Insights
$134K - $134K/yr
About the Job As the Senior Manager of Advisor Insights, you will bring financial advisor ... By helping to integrate insights across the advisor, client, and consumer journeys, you will unify ...
Senior Manager of Advisor Insights
$134K - $134K/yr
About the Job As the Senior Manager of Advisor Insights, you will bring financial advisor ... By helping to integrate insights across the advisor, client, and consumer journeys, you will unify ...
Associate Wealth Advisor
Hudson, WI · On-site
$60K - $75K/yr
Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning * Assist with business development efforts * Coordinating timely investment ...
Associate Wealth Advisor
Hudson, WI · On-site
$60K - $75K/yr
Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning * Assist with business development efforts * Coordinating timely investment ...
We're selectively adding senior wealth advisors in key markets and offer a highly competitive ... You'll manage a book of client relationships, lead client strategy, and delegate work appropriately ...
We're selectively adding senior wealth advisors in key markets and offer a highly competitive ... You'll manage a book of client relationships, lead client strategy, and delegate work appropriately ...
Work directly with senior client leaders to solve complex business challenges, define & drive ... Our professionals serve as trusted advisors to our clients, working with them to make clear, data ...
Work directly with senior client leaders to solve complex business challenges, define & drive ... Our professionals serve as trusted advisors to our clients, working with them to make clear, data ...
Organizational Interfaces This role reports to Client Services Director and interacts regularly with multiple Wealth Advisors and Senior Client Services Coordinators. Travel Requirements This ...
Organizational Interfaces This role reports to Client Services Director and interacts regularly with multiple Wealth Advisors and Senior Client Services Coordinators. Travel Requirements This ...
Client Services Coordinator - Wealth Advisory - Shared Services Center
Milwaukee, WI · On-site
$25 - $32/hr
Organizational Interfaces This role reports to Client Services Director and interacts regularly with multiple Wealth Advisors and Senior Client Services Coordinators. Travel Requirements This ...
Client Services Coordinator - Wealth Advisory - Shared Services Center
Milwaukee, WI · On-site
$25 - $32/hr
Organizational Interfaces This role reports to Client Services Director and interacts regularly with multiple Wealth Advisors and Senior Client Services Coordinators. Travel Requirements This ...
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
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
Senior Client Advisor information
See Wisconsin salary details
$14.25 - $17.70
22% of jobs
$18.04 is the 25th percentile. Wages below this are outliers.
$17.70 - $21.15
27% of jobs
The median wage is $21.35 / hr.
$21.15 - $24.61
19% of jobs
$27.81 is the 75th percentile. Wages above this are outliers.
$24.61 - $28.06
7% of jobs
$28.06 - $31.51
0% of jobs
$31.51 - $34.97
6% of jobs
$34.97 - $38.42
1% of jobs
$38.42 - $41.87
2% of jobs
$41.87 - $45.33
5% of jobs
$45.33 - $48.78
5% of jobs
$48.78 - $52.23
4% of jobs
$14
$27
$52
How much do senior client advisor jobs pay per hour?
How does a senior client advisor typically collaborate with internal teams to address complex client needs?
What are the key skills and qualifications needed to thrive as a senior client advisor?
What is the difference between Senior Client Advisor vs Client Advisor?
| Aspect | Senior Client Advisor | Client Advisor |
|---|---|---|
| Credentials | Relevant certifications, experience in financial advising | Entry to mid-level certifications, basic industry knowledge |
| Work Environment | High-net-worth client interactions, complex financial solutions | Client onboarding, routine account management |
| Employer & Industry Usage | Financial services, wealth management firms | Banking, 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 is a senior client advisor?

FIS Global rating
7.4
Based on 10 frontline employees who took The Breakroom Quiz
167th of 242 rated software companies
Job description
Job Description
As the world works and lives faster, FIS is leading the way. Our fintech solutions touch nearly every market, company and person on the planet. Our teams are inclusive and diverse. Our colleagues work together and celebrate together. If you want to advance the world of fintech, we'd like to ask you: Are you FIS?
About the role:
The Client Success Manager (CSM) is responsible for driving client satisfaction, solution adoption, and overall success for a specific solution. By serving as a strategic partner, the CSM ensures clients realize the full value of their investment, fostering long-term relationships and aligning solution outcomes with business goals.
About the team:
The Client Success Manager is part of the Client Success organization and orchestrates the post-sales experience for clients. Their priority is to use their product expertise to help clients achieve business goals, deliver measurable ROI through product adoption, and realize value from products. CSMs are also responsible for minimizing churn/compression risk and identifying expansion opportunities.
What you will be doing:
- Act as a subject matter expert in business-specific domains, leading strategic conversations with senior stakeholders to identify partnership, growth, and expansion opportunities.
- Collaborate cross-functionally with product, sales, and support teams to deliver tailored solutions that drive adoption, satisfaction, and measurable impact.
- Build strong relationships with clients, proactively engage across the lifecycle, and enable value realization
- Develop a deep understanding of clients' business objectives and collaborate with clients to build a joint success plan with milestones and measurable KPIs to achieve desired outcomes through product adoption
- Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn
- Act as a strategic advisor, bringing forward expansion opportunities and insights to sellers, and influencing product roadmaps based on client feedback
- Capture, communicate, and bring forward expansion recommendations from customer insights to sellers
- Act as a liaison between product management and clients; partner with sales & professional services teams
- Participate in the renewal process and articulate the renewal value story to clients
What you will need:
- 5-7 years of experience in Client Success, Client Service/Support, Account Management, or similar roles
- Familiarity with card issuing (debit/credit processing, card fraud) a plus
- Bachelor's degree; relevant previous experience in financial technology services
- Ability to clearly articulate business value (written/verbal) to various stakeholders within clients' organizations
- Knowledge of financial technology industry and products, including market trends, challenges, and opportunities
- Strong analytical skills, including experience with Tableau or similar software, and turning data into insights
- Strong communication/presentation skills and confidence in all levels of customer engagement/situations
- Strong leadership and ability to collaborate with cross-functional teams incl. Sales, Renewals, technical roles
What we offer you:
A career at FIS is more than just a job. It's the chance to shape the future of fintech. At FIS, we offer you:
- A voice in the future of fintech
- Always-on learning and development
- Collaborative work environment
- Opportunities to give back
- Competitive salary and benefits
Privacy Statement
FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
EEOC Statement
FIS is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, marital status, genetic information, national origin, disability, veteran status, and other protected characteristics. The EEO is the Law poster is available here supplement document available here
For positions located in the US, the following conditions apply. If you are made a conditional offer of employment, you will be required to undergo a drug test. ADA Disclaimer: In developing this job description care was taken to include all competencies needed to successfully perform in this position. However, for Americans with Disabilities Act (ADA) purposes, the essential functions of the job may or may not have been described for purposes of ADA reasonable accommodation. All reasonable accommodation requests will be reviewed and evaluated on a case-by-case basis.
Sourcing Model
Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
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What FIS Global employees say
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Benefits
Hours and flexibility
Workplace
Get the full story on Breakroom
About FIS
Sourced by ZipRecruiter
FIS is a leader in technology and services that helps businesses and communities thrive by advancing commerce and the financial world. For over 50 years, FIS has continued to drive growth for clients around the world by creating tomorrow’s technology, solutions and services to modernize today’s businesses and customer experiences. By connecting merchants, banks and capital markets, we use our scale, apply our deep expertise and data-driven insights, innovate with purpose to solve for our clients’ future, and deliver experiences that are more simple, seamless and secure to advance the way the world pays, banks and invests. Headquartered in Jacksonville, Florida, FIS employs more than 55,000 people across 50+ countries, dedicated to helping our clients be ahead of what’s next. FIS offers more than 450 solutions and processes over $75b of transactions around the planet. FIS is a Fortune 500® company and is a member of Standard & Poor’s 500® Index.
Industry
It services
Company size
10,000+ Employees
Headquarters location
Jacksonville , FL, US
Year founded
1968