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Client Service Representative in Madison, WI

Client Service Representative Job Description

Client service representatives should have experience working with financial instruments and proficiency in Microsoft Office tools and database technology. Candidates must be strong communicators with proven customer service skills. A bachelor’s degree in finance or business is required. Many firms look for candidates with at least one year of experience working in the financial services industry.

Typical client service representative duties: include:

Resolving client service issues thoroughly and courteously Helping clients with deposits and withdrawals, transfers, and other account activity Informing clients about product availability and attributes Helping to develop client service systems, policies, and procedures Coordinating with other customer service divisions to drive client satisfaction

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Salary for Client Service Representative in Madison, WI

57375 - 106335

Low
57375
The candidate is new to the role or has limited experience and is building necessary skills.
Mid
83385
The candidate has moderate experience in the role, meets most requirements or has equivalent transferable skills, and may also have relevant certifications.
High
106335
The candidate has extensive experience and advanced skills for the role, and may also have specialized certifications.
Projected salaries for related positions Job title Low Mid High Director of Operations – Financial Services 133875 164985 194310 Operations Manager - Financial Services 91035 113475 134895 Mortgage Underwriter 62475 77775 102765 Mortgage Processor 33660 42330 57375 Loan Processor 40800 48195 60435 Loan Administrator 34680 40290 49980 Performance Analyst 60690 74460 92055 Trader/Sales Assistant 53805 66300 78795

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Our starting salary projections come from a rigorous, multistep process so that our numbers accurately reflect the marketplace. They are based on actual compensation for professionals Robert Half has matched with employers across the country and third-party job posting data from Textkernel that we use to independently validate the salary levels. Starting compensation—pay for someone new to a role—can vary significantly based on a candidate’s skills, experience and certifications, as well as other factors including industry, company size and revenue, and demand for the role. To reflect this variability, we report our salary data in three levels: low, mid and high.