Client Services Manager Jobs in Wisconsin
Client Services Manager jobs in Wisconsin are concentrated in Milwaukee, Madison, and Green Bay, where established employers like Northwestern Mutual, American Family Insurance, and Fiserv maintain large client-facing operations across financial services, insurance, and fintech. Demand is steady at both the individual contributor and team-lead levels, with the strongest need in account management, B2B client retention, and financial services relationship roles. Wisconsin's mix of Fortune 500 headquarters and regional anchor institutions keeps hiring consistent year-round. See the openings below and apply to the ones that match your experience.
Find Client Services Manager JobsOverview
Open roles5
Top employerPharMerica
Top cityMilwaukee, WI
Cities hiring3
Top credentialBachelor's degree
Companies hiring5
Showing 4 of 5+ Client Services Manager jobs
Client Services Associate - Middleton, WI
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Added 6d ago
Savant Wealth Management
Client Services Associate - Middleton, WI
Middleton, Wisconsin
Added 6d ago
Supervisor, Technical-Administrative, Wdl-Client Services; Full Time - 1st Shift
We won't show you this job again
Added 1w ago
Wisconsin Diagnostic Laboratories
Supervisor, Technical-Administrative, Wdl-Client Services; Full Time - 1st Shift
Milwaukee, Wisconsin
Added 1w ago
Client Services Advisor
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Added 1mo ago
J. J. Keller & Associates, Inc
Client Services Advisor
Neenah, Wisconsin
Added 1mo ago
Client Services Representative/Shift Lead - Milwaukee Campus
We won't show you this job again
Added 2mo ago
Wisconsin Humane Society
Client Services Representative/Shift Lead - Milwaukee Campus
Milwaukee, Wisconsin
Added 2mo ago
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See related jobsAdded 6d ago
Client Services Associate - Middleton, WI
Savant Wealth Management·Middleton, Wisconsin
Job functions:
$57k - $76k/yr
Associate's degree
201-500 employees
Job Description
Make an impact where relationships matter. As a Client Services Associate, you'll play a key role in delivering an exceptional client experience by partnering with financial advisors and supporting clients through every stage of their financial journey. If you're organized, client-focused, and eager to grow your career, we'd love to connect with you.
As a Client Services Associate, you'll serve as a key partner to both Advisors and clients, helping create a seamless and exceptional client experience. In this role, you'll manage a variety of responsibilities, including office administration, preparing client paperwork, processing client requests, coordinating meetings, managing incoming calls, and ensuring everything is in place for successful client interactions. Success in this position requires strong communication skills, the ability to multitask and troubleshoot with confidence, and a positive, client-centric approach to every interaction.
- Clients may include individuals, households, or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.
The Client Services Associate can expect to focus in the following areas:
- Provides first line of contact with clients and prospects with a professional approach.
- Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
- Meets routine client needs in a timely manner and understands Savant’s unique philosophies.
- Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
- Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
- Supports account opening process with Savant for all prospects and clients in a seamless way.
- Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
- Facilitate completion of all client applications and transfer documents.
- Proofreads reports, documentation, and electronic data for errors.
- Assembles materials for client meetings.
- Utilizes Salesforce to complete both client and internal requests.
- Professionally answers and directs incoming telephone calls.
- Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
- Assists in coordinating RSVPs, planning, and set-up for events in area.
- Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
- Serves as back up to others within Client Services as needed.
- Maintains team approach by assisting and filling in for others as requested.
A couple things to note about this position:
- This position based out of our office in Middleton, WI.
- The schedule for this role is Monday - Friday 8:00am - 5:00pm.
The Client Services Associate position typically requires the following qualifications:
- Bachelor’s or Associate’s Degree from accredited college or university preferred
- Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance
What Sets Savant Apart
- Collaborative, integrated model across advisory, tax, and planning—no silos
- Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
- Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
- Majority employee-owned, giving our team a shared stake in our long-term success
The Perks
At Savant, we invest in our people—supporting both their well-being and long-term growth.
We take a market-based approach to compensation. The expected base salary range for this role is $57,000 - $76,000 annually with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.
Our Total Rewards
Core Benefits (Effective Day One):
- Medical, dental, and vision coverage with multiple plan options
- Health Savings Account (HSA) or Flexible Spending Account (FSA)
- Company-paid life insurance, AD&D, and disability coverage
Financial & Long-Term Rewards:
- 401(k) with company match (Roth and Traditional options)
- Team-based incentive opportunities and recognition programs
Time Away & Flexibility:
- Generous paid time off, plus at least 10 paid holidays
- Annual “Savantiversary” day
- Summer Hours (shorter work weeks during the summer)
- Parental leave, personal leave, and other life-event support
Well-Being & Everyday Perks:
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible “Dress for Your Day” approach
We’re happy to share more details about our benefits and total rewards during the hiring process.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer
Savant Wealth Management
Client Services Associate - Middleton, WI
Middleton, Wisconsin
Added 6d ago201-500 employees
Job functions:
$57k - $76k/yr
Associate's degree
Job Description
Make an impact where relationships matter. As a Client Services Associate, you'll play a key role in delivering an exceptional client experience by partnering with financial advisors and supporting clients through every stage of their financial journey. If you're organized, client-focused, and eager to grow your career, we'd love to connect with you.
As a Client Services Associate, you'll serve as a key partner to both Advisors and clients, helping create a seamless and exceptional client experience. In this role, you'll manage a variety of responsibilities, including office administration, preparing client paperwork, processing client requests, coordinating meetings, managing incoming calls, and ensuring everything is in place for successful client interactions. Success in this position requires strong communication skills, the ability to multitask and troubleshoot with confidence, and a positive, client-centric approach to every interaction.
- Clients may include individuals, households, or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.
The Client Services Associate can expect to focus in the following areas:
- Provides first line of contact with clients and prospects with a professional approach.
- Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
- Meets routine client needs in a timely manner and understands Savant’s unique philosophies.
- Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
- Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
- Supports account opening process with Savant for all prospects and clients in a seamless way.
- Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
- Facilitate completion of all client applications and transfer documents.
- Proofreads reports, documentation, and electronic data for errors.
- Assembles materials for client meetings.
- Utilizes Salesforce to complete both client and internal requests.
- Professionally answers and directs incoming telephone calls.
- Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
- Assists in coordinating RSVPs, planning, and set-up for events in area.
- Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
- Serves as back up to others within Client Services as needed.
- Maintains team approach by assisting and filling in for others as requested.
A couple things to note about this position:
- This position based out of our office in Middleton, WI.
- The schedule for this role is Monday - Friday 8:00am - 5:00pm.
The Client Services Associate position typically requires the following qualifications:
- Bachelor’s or Associate’s Degree from accredited college or university preferred
- Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance
What Sets Savant Apart
- Collaborative, integrated model across advisory, tax, and planning—no silos
- Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
- Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
- Majority employee-owned, giving our team a shared stake in our long-term success
The Perks
At Savant, we invest in our people—supporting both their well-being and long-term growth.
We take a market-based approach to compensation. The expected base salary range for this role is $57,000 - $76,000 annually with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.
Our Total Rewards
Core Benefits (Effective Day One):
- Medical, dental, and vision coverage with multiple plan options
- Health Savings Account (HSA) or Flexible Spending Account (FSA)
- Company-paid life insurance, AD&D, and disability coverage
Financial & Long-Term Rewards:
- 401(k) with company match (Roth and Traditional options)
- Team-based incentive opportunities and recognition programs
Time Away & Flexibility:
- Generous paid time off, plus at least 10 paid holidays
- Annual “Savantiversary” day
- Summer Hours (shorter work weeks during the summer)
- Parental leave, personal leave, and other life-event support
Well-Being & Everyday Perks:
- Employee Assistance Program (EAP)
- Wellness reimbursements (e.g., gym memberships)
- Flexible “Dress for Your Day” approach
We’re happy to share more details about our benefits and total rewards during the hiring process.
Take your career to new heights, apply today!
All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.
Savant Capital LLC, is an Equal Opportunity Employer
See All 5 Client Services Manager Jobs in Wisconsin
Find roles in Wisconsin that match your experience and apply in just a few clicks.
Find Client Services Manager JobsClient Services Manager Jobs by City in Wisconsin
Where Wisconsin roles are concentrated, by current openings.
Milwaukee
3 jobsNeenah
1 jobMiddleton
1 jobClient Services Manager Job Market in Wisconsin
A snapshot from current Wisconsin openings, updated as new roles post.
Who's Hiring
What Wisconsin Employers Look For
The qualifications that appear most often in client services manager jobs across Wisconsin.
- Bachelor's degree in business, communications, or a related field required
- Three or more years of client-facing account management or customer success experience
- Demonstrated ability to manage a portfolio of accounts and drive retention outcomes
- Proficiency with CRM platforms such as Salesforce or Microsoft Dynamics
- Strong written and verbal communication skills for client presentations and escalations
- Experience collaborating cross-functionally with sales, operations, and implementation teams
Client Services Manager Jobs in Wisconsin: Frequently Asked Questions
How do you become a client services manager in Wisconsin?
Most client services manager roles in Wisconsin require a bachelor's degree in business, marketing, communications, or a related field, followed by several years in a client-facing role such as account coordinator, customer success associate, or sales support. Wisconsin employers in financial services and insurance often value candidates who have completed industry credentials like the Chartered Property Casualty Underwriter designation or equivalent, though no state-issued license is required for the role itself.
Which companies hire client services managers in Wisconsin?
Employers hiring client services managers in Wisconsin right now include PharMerica, Savant Wealth Management, and Wisconsin Humane Society, based on current listings on Migrate Mate as of August 2026. Wisconsin's concentration of insurance carriers, financial technology firms, and healthcare organizations makes it one of the more active states for this role.
Which Wisconsin cities have the most client services manager jobs?
Milwaukee, Neenah, and Middleton have the most client services manager openings in Wisconsin. Milwaukee drives the largest share of listings because it is home to major financial services and fintech headquarters, while Madison's mix of insurance companies, tech firms, and state government contractors and Green Bay's regional business services sector add consistent volume outside the primary metro.
How can I get hired as a client services manager in Wisconsin with little or no experience?
The most realistic entry path is moving into a client services manager role from a coordinator or analyst position within the same company. Large Wisconsin employers like Northwestern Mutual, Fiserv, and American Family Insurance run structured associate and rotational programs that place candidates without direct management experience into client-facing roles with a clear promotion track. Building familiarity with CRM tools and earning a customer success certification gives candidates a measurable edge when competing for those openings.
Where can I find and apply to client services manager jobs in Wisconsin?
You can find and apply to client services manager jobs in Wisconsin on Migrate Mate, which lists current Wisconsin openings updated regularly. Search by city or industry to narrow the results to roles that fit your background, then apply directly to the ones that match your experience and seniority level.
See All 5 Client Services Manager Jobs in Wisconsin
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