Client Services Manager

Top Job

Located in Onalaska, WI

Salary: Starting $18-$20/hr

Express Employment Professionals has partnered with a respected financial services firm in the Onalaska area, and we are currently recruiting for a Client Services Manager. This position plays a key role in supporting clients and the advisory team by providing exceptional front-line service and administrative support.

 

Position Type: Part-time 30 hours per week
Location: Onalaska, WI
Schedule: Monday–Friday, daytime hours (specific schedule to be discussed)

 

Job Duties:

• Serve as the primary point of contact for clients, providing a welcoming experience, handling incoming calls, scheduling appointments, and resolving service requests.
• Maintain and update client records, process financial paperwork and manage transaction reviews and support cases.
• Plan and coordinate 4–6 client events annually, including logistics, compliance approvals, communications, and post-event follow-up.
• Support marketing efforts by coordinating social media, website updates, signage, client mailings, and compliant marketing materials.
• Assist with life insurance applications and policy servicing, ensuring accurate paperwork and timely processing.
• Maintain an organized, professional office environment, including supplies, conference room setup, and client amenities.
• Collaborate with leadership and team members to schedule client reviews, track pending tasks, and provide cross-coverage as needed.

 

Qualifications:

• High School Diploma or equivalent required
• Prior administrative, customer service, or client-facing office experience preferred
• Strong communication skills, both written and verbal
• Excellent attention to detail and ability to manage multiple priorities
• Professional, friendly demeanor with a strong commitment to client service

 

 

This is a great opportunity to gain experience with a well-established financial services firm while supporting a collaborative and professional team.

 

Apply Now