56 client account manager jobs at 24 companies in Waupun, WI
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Client Accounting Services Department Manager
Fort Atkinson or Wisconsin or Arizona or Nebraska or Colorado
HybridFull Time
10+ YOE5+ MgmtRequires 10+ years in accounting and CAS, 5+ years in CAS or outsourced accounting leadership, practice-building experience, accounting standards and payroll knowledge, and client engagement management.
1mo
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Account Manager
Green Bay or Appleton or Milwaukee or Madison
$87k-$119k/yr FieldFull Time
Selling worksite insurance in a defined territory, building long-term client relationships, developing needs-based employee benefit recommendations.
2w
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Key Account Manager - Jeweler Solutions
Neenah, Wisconsin, United States
OnsiteFull Time
4+ YOEBachelor's degree and 4+ years client or account management experience; experience with Salesforce and MS Office; ability to travel ~15%; strong communication and relationship-building skills.
Salesforce, Microsoft Office
3w
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Account Management Team Lead
Waukesha, Wisconsin, United States
OnsiteFull Time
5+ YOE5+ years account management experience with NetSuite, order entry, vendor/client correspondence; supervisory or lead experience; strong communication, organization, and analytical skills.
NetSuite
2mo
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Account Manager - Commercial Lines
Waukesha or Neenah or West Bend
OnsiteFull Time
3+ YOE3+ years insurance service experience in commercial lines, active Property & Casualty license, strong client service and communication skills, proficiency with Microsoft Office and insurance software.
Microsoft Office, insurance software
4w
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Client Experience Partner
Pewaukee, Wisconsin, United States
HybridFull Time
2+ YOE2+ years customer success/account management experience, associate degree or equivalent, strong communication, client advocacy, account retention/expansion, presentation and Microsoft Office proficiency.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Lending Client Coordinator
Johnson Creek, Wisconsin, United States
$42k-$67k/yr HybridFull Time
Provide front-line client service, perform loan servicing and monetary accounting, manage documents and office coordination, use Microsoft Word/Excel/Outlook, maintain accuracy and compliance; high school diploma/GED preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Windows
3w
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J.P. Morgan Wealth Management - Private Client Advisor - Delafield, WI
Delafield, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial advisor experience, client acquisition and relationship management, goals-based planning, active Series 7 and Series 66 (or obtain within 60 days), life/health/long term care insurance license, CFP preferred.
2w
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Account Service Manager Senior - Carelon Payment Integrity Commercialization
Louisville or Wallingford or Waukesha
HybridFull Time
5+ YOERequires a bachelor's degree and 5 years of business operations or customer relationship management experience, or equivalent education and experience. Client strategy and data mining experience preferred.
1mo
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Client Services Associate I - Wealth Management Department
Madison or Sun Prairie
$25/hr OnsiteFull Time
1+ YOEAssociate's degree or equivalent,1+ year financial services or client services experience,customer service and problem-solving skills,licensed or obtain WI life & health insurance,SIE,Series 7 and Series 66 within first year.
2mo
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Tax Senior Manager, Private Client & Family Office Services
Denver or Anchorage or San Francisco or San Jose or San Diego or Walnut Creek or Seattle or Spokane or Los Angeles or Costa Mesa or Las Vegas or Salt Lake City or Phoenix or Cincinnati or Columbus or Cleveland or Nashville or Akron or Detroit or Grand Rapids or Kalamazoo or Pittsburgh or Austin or Dallas or Houston or Fort Worth or San Antonio or Tulsa or Chicago or Indianapolis or Madison or Milwaukee or Minneapolis or Oak Brook or Potomac or Omaha or Rosemont or Fort Lauderdale or Jacksonville or Miami or Orlando or Tampa or West Palm Beach or Baltimore or Columbia or McLean or Washington or Cherry Hill or Philadelphia or Wilmington or Woodbridge or Boston or Stamford or New York or Atlanta or Charlotte or Greenville or Norfolk or Raleigh or Richmond or Boulder or Troy or Melville
$120k-$225k/yr OnsiteFull Time
8+ YOE4+ Mgmt8+ years accounting experience with a Bachelor’s (or 10+ years with HS), 4+ years supervisory experience, consultative tax/advisory skills, CPA preferred, Microsoft Office proficiency, experience with accounting platforms and BDODrive, ability to travel ~25%.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, QuickBooks Online (QBO), Microsoft NAV, Bill.com, SEI Archway, Qvinchi, BDODrive, CRM
2mo
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Account Executive
Appleton, Wisconsin, United States
$45k-$60k/yr FieldFull Time
Outside sales role requiring prospecting, client relationship management, sales presentations, negotiation and closing; proficiency with Microsoft Office, CRM, and social platforms; strong communication and self-motivation.
Microsoft Office, CRM, social networking platforms
3w
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Account Executive
Appleton, Wisconsin, United States
$45k-$60k/yr FieldFull Time
Outside sales role managing client relationships, prospecting new business, creating integrated marketing solutions, negotiating and closing deals; proficient with Microsoft Office and CRM; strong communication and presentation skills.
Microsoft Office
2mo
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Workforce Health Account Manager, WFH - EMPLOYER SVCS BUSINESS DEVELOP (1022936001)
Menomonee Falls, Wisconsin, United States
HybridFull Time
5+ YOEBachelor's degree required, 5+ years employer/client management experience, data analysis and reporting skills, Microsoft Office and CRM experience, client relationship and business development skills; Epic desirable.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Office, CRM, Epic
2mo
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Outsourced Accounting Manager
Madison, Wisconsin, United States
HybridFull Time
5+ YOECPA or EA required; 5+ years accounting experience with tax and client-facing responsibilities; proficient in cloud accounting platforms (QuickBooks Online).
QuickBooks Online, Bill.com, FinOptimal, Fathom
2mo
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Operations Manager - Excavating
Sussex, Wisconsin, United States
OnsiteFull Time
7+ YOEExtensive project management experience; 7+ years civil construction; Bachelor's degree in Construction Management, Civil Engineering, Accounting, or Business Administration; ability to oversee multiple projects across large geographic area; budgeting, financial reporting, and client interface skills.
2mo
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Wealth Manager
Appleton, Wisconsin, United States
OnsiteFull Time
5+ YOECFP required, Bachelor's in Finance/Business/Economics, 5+ years in wealth advisory, strong investment and portfolio strategy knowledge, client relationship and business development skills, proficiency with Salesforce, HubSpot, Black Diamond, Orion, Holistiplan, and eMoney.
Salesforce, HubSpot, Black Diamond, Orion, Holistiplan, eMoney
1mo
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Senior Sales Relationship Manager - Personal Trust
Green Bay or Neenah
$117k-$200k/yr OnsiteFull Time
10+ YOEBachelor's in business/finance/accounting or equivalent; 10+ years managing high-level client relationships and personal trust/fiduciary services; strong estate and financial planning knowledge; valid driver's license for local travel.
Salesforce
1mo
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Part Time Branch Office Administrator - Dousman, WI
Dousman, Wisconsin, United States
OnsitePart Time
Strong client service, account management, and administrative skills; analytical thinking, attention to detail, adaptability, and conversational ability; computer literacy with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
3w
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CAAS - Controller (Retail Industry) | Green Bay, WI
Green Bay or Appleton
OnsiteFull Time
7+ YOE7 years relevant accounting/financial experience required; retail experience preferred. Bachelor's degree required (Accounting or Finance preferred). Frequent local travel and occasional overnight travel. Client advisory and supervisory experience.
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