7 client account manager jobs at 6 companies in Arcadia, WI
2w
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Account Manager
Eau Claire, Wisconsin, United States
FieldFull Time
2+ YOE2+ years HVAC or related account management experience, valid driver's license, proficiency with Microsoft Word/Excel/PowerPoint and CRM, strong client relationship and problem-solving skills, ability to travel to customer sites.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
3w
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Personal Lines Account Manager
Stevens Point or Onalaska or Wausau
HybridFull Time
Experience in personal lines insurance client service or account management, working knowledge of policies and coverage, strong communication, proficiency with Microsoft Word/Excel/Outlook, and ability to manage multiple priorities.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Applied EPIC
3w
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Personal Lines Account Manager
Stevens Point or Onalaska or Wausau
HybridFull Time
Experience in personal lines client service or account management; working knowledge of insurance policies and coverage; strong communication; proficiency with Microsoft Word, Excel, Outlook and internet systems; attention to detail.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Applied EPIC
2w
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Tax Principal or Signing Director
Eau Claire or La Crosse or Stevens Point or Marshfield or Wausau or Tomah or Hudson
OnsiteFull Time
10+ YOECPA licensure, bachelor’s in accounting or related field (master’s preferred),10+ years public accounting tax experience, leadership and client development skills, ability to review and sign tax work and stay current on tax law.
2mo
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Specialist, Payroll - Vantagen
Frisco or State College or Williamsport or Eau Claire or Waco or Pearland or Pittsburgh or Lancaster or Appleton or Madison or Janesville or Milwaukee or Clarks Summit or Houston or Allentown or Pittston or New Castle or Austin or Dallas or Philadelphia or Huntingdon Valley or Pennsylvania or Wisconsin or Texas
$22-$41/hr RemoteFull Time
Payroll experience, ADP and Microsoft Office proficiency, strong attention to detail, client consulting skills, ability to manage implementations and maintain knowledge of payroll laws.
ADP, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Electronic payroll systems
1w
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Financial Advisor
Onalaska, Wisconsin, United States
$61k-$250k/yr OnsiteFull Time
Bachelor’s degree, relationship-building or client-facing success, strong communication, critical thinking, time management, motivation, continuous learning, and US work authorization without sponsorship.
proprietary planning software
2d
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Branch Office Administrator
Lake City, Minnesota, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, documentation, marketing coordination, and technology assistance for financial advisors; strong computer literacy required.
MoneyGuide, Salesforce, Microsoft Office