11 client accounting services associate jobs at 10 companies in Greenfield, WI
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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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Investment Client Srvcs Analyst (New Accounts) - Hybrid
Franklin, Wisconsin, United States
$23-$35/hr HybridFull Time
4+ YOEAssociate degree or equivalent, 4+ years customer service experience, basic investment product and tax knowledge, strong communication, attention to detail, computer proficiency, and fingerprinting required.
3d
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Client Resource Coordinator
Milwaukee or United States or Wisconsin
$23-$32/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent required; associate degree preferred. Requires 2–4 years of service industry experience, scheduling or service operations expertise, organization, communication, multitasking, and basic project accounting knowledge.
3d
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Client Resource Coordinator
Milwaukee, Wisconsin, United States
$23-$32/hr OnsiteFull Time
2+ YOEHigh school diploma or equivalent required; associate degree preferred. Requires 2–4 years of service industry experience, scheduling or service operations knowledge, strong organization, communication, prioritization, and basic project accounting skills.
1mo
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Client Service Administrator - Gateway Associates
Germantown or Wisconsin
$60k-$70k/yr HybridFull Time
Series 7/66 and state life & health licensing, experience supporting financial advisors, strong communication and attention to detail, Microsoft Office, Salesforce, DocuSign proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign
2d
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Trust Associate I
Lake Forest, Illinois, United States
$20-$26/hr OnsiteFull Time
1+ YOEBachelor's degree preferred; 1–3 years in a supporting role, strong Microsoft Office skills, spreadsheet and word-processing skills, basic accounting and banking knowledge, and excellent client service and communication skills.
Microsoft Office, Microsoft PowerPoint, Microsoft Excel
3mo
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Associate Advisor - Evansville, WI
Evansville, Wisconsin, United States
$69k-$87k/yr OnsiteFull Time
1+ YOEBachelor's degree; 1+ years of face-to-face client experience in financial services; Life and Health insurance license; Series 65; CFP certification or willingness to obtain within first year; strong client relationship skills.
2w
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Transaction Associate Manager
United States or Columbia or Nashville or Birmingham or Austin or Phoenix or Ashburn or Seattle or Denver or Tampa or Atlanta or Meridian or Indianapolis or Hartford or Portland or Topeka or Milwaukee or Salt Lake City or Providence or Oklahoma City or Ankeny or Erlanger or Alexandria or Boston or East Lansing or Chicago or Minneapolis or Jackson or Raleigh or Chatham or Albuquerque or Las Vegas or Baltimore or New York City or Cincinnati or Reading
$64k-$75k/yr RemoteFull Time
3+ YOEBachelor’s degree required; 3+ years of real estate transaction management or corporate real estate experience. Requires client service, communication, financial analysis, negotiation, organization, and multitasking skills.
Microsoft Excel
1mo
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Part Time (20 Hour) Associate Banker, Pewaukee Branch, Pewaukee, WI
Pewaukee, Wisconsin, United States
OnsitePart Time
Provide attentive client service, open and service accounts, use digital banking tools, handle cash devices, and learn products; high school diploma/GED and client service experience required.
Chase Mobile App, Chase.com
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Specialist, Payroll - Vantagen
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hr OnsiteFull Time
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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Account Manager II, Commercial Insurance -Hybrid/Green Bay or Milwaukee, WI
Green Bay or Milwaukee
$65k-$85k/yr HybridFull Time
2+ YOERequires 2+ years of insurance experience, high school diploma or equivalent, and strong client service skills. Property and casualty broker's license is preferred or obtainable within 120 days; associate degree preferred.