1w
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Client Caregiver Lead
Neenah, Wisconsin, United States
$18-$20/hr FieldFull Time, Part Time
Previous caregiving experience required, valid driver’s license and clean driving record, background check/drug screen/DMV check, ability to transport clients and communicate with families.
2mo
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Client Service Representative
Neenah, Wisconsin, United States
OnsiteFull Time
2+ YOELicensed Property & Casualty, 2+ years insurance client service, high school diploma, CISR/CIC preferred.
2w
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Client Manager - Contaminated Sediment
Green Bay or Portland or Seattle or Chicago or New York or Oregon or Washington or California
HybridFull Time
10+ YOEBachelor's in engineering/environmental science/geology,10+ years consulting experience with contaminated sediment projects, client-facing project management and proposal development experience.
3w
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Client Services Advisor
Neenah, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years office experience, client services experience preferred; post-secondary business education preferred; proficiency in Microsoft Word and intermediate Excel; strong communication, problem-solving, and regulatory knowledge.
Microsoft Word, Microsoft Excel
2w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Provide client service and operational support for onboarding, account administration, and advisor collaboration; bachelor\u0002s preferred; experience in wealth management or client service preferred.
custodial platforms, CRM systems, portfolio management software, Microsoft Office Suite
1mo
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Sr. Client Accounting Advisor
Fond du Lac, Wisconsin, United States
$52k-$74k/yr HybridFull Time
5+ YOE5+ years progressive accounting experience, GAAP knowledge, client-facing skills, bookkeeping/payroll/financial reporting experience, associate's degree or equivalent, Microsoft Office and accounting software proficiency, experience mentoring staff.
Microsoft Office
1mo
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Client Relationship Specialist - Appleton, WI
Appleton, Wisconsin, United States
$46k-$68k/yr OnsiteFull Time
1+ YOE1+ year client/customer service experience; strong written and oral communication; ability to handle client needs with tact; basic understanding of brokerage rules; licensing (Series 7, 63/66) preferred but not required; may be asked to become a notary.
1mo
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Work From Home - Client Benefits Advisor
De Pere, Wisconsin, United States
RemoteFull Time
Remote client-facing advisory role guiding and educating interested clients; requires a competitive, self-starting, coachable individual able to conduct video interviews and work without guaranteed hourly pay.
Zoom
2w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Experience with client onboarding and account administration; strong communication, analytical and organizational skills; familiarity with custodial platforms, CRM and portfolio management systems; bachelor’s degree preferred.
CRM, custodial platforms, portfolio management software, Microsoft Office Suite
2w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Provide client service and operational support for onboarding, account administration, and advisor collaboration; strong communication, analytical skills, and familiarity with custodial platforms and CRM systems; bachelor\u0002s preferred.
custodial platforms, CRM, portfolio management software, Microsoft Office Suite
2mo
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Client Care Representative
Appleton, Wisconsin, United States
$18-$20/hr OnsitePart Time
Strong communication and customer service skills; organized, dependable, and able to work independently; valid driver’s license and reliable transportation; sales or customer service experience helpful but not required.
2d
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Client Success Manager
Green Bay, Wisconsin, United States
$22/hr OnsiteFull Time
1+ YOEMinimum 1 year customer service experience, high school diploma/GED, proficiency with Microsoft Office, strong written/verbal communication, ability to handle confidential information and flexible schedule.
Microsoft Office
2d
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Client Success Manager
Green Bay, Wisconsin, United States
$22/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year customer service experience, strong written/verbal communication, multitasking and basic computer skills, ability to work flexible schedule and handle confidential information.
Microsoft Office
2w
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Registered Client Associate
Green Bay, Wisconsin, United States
OnsiteFull Time
3+ YOE2+ years industry experience preferred, SIE/Series 7/66 required or willing to obtain, bachelor\u0002s degree preferred, CRM and Microsoft Office proficiency, strong communication and detail orientation.
Client Relationship Management (CRM), Microsoft Office
1w
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Client Care Associate
Hobart or Green Bay
$17/hr HybridFull Time
3+ YOE3+ years call center experience, proficiency with ticketing systems and live chat, strong verbal/written communication, organized, tech-savvy; secondary education preferred.
Zendesk, Android, iOS, Artisan, Historian
1mo
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Property and Casualty Client Specialist
Wauwatosa or Madison or De Pere or Wausau
HybridFull Time
1+ YOEHigh school diploma, 1+ year administrative experience, P&C license preferred or willing to obtain, proficiency with Epic and Microsoft Word/Excel/PowerPoint, strong written and verbal communication.
Epic, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Windows
4w
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Personal Lines Client Service Manager II
Kimberly, Wisconsin, United States
HybridFull Time
1+ YOE1–3 years insurance or client service experience managing Personal Lines accounts; active P&C license; strong coverage, underwriting, communication, and problem-solving skills; tech-savvy and client-focused.
1w
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Client Services Tech 1
Green Bay, Wisconsin, United States
$16/hr OnsiteFull Time
High school diploma or equivalent; lab or environmental testing experience preferred; ability to stand for long periods, work around strong odors, and wear PPE; will train on sample receiving and tracking.
2d
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Correctional Client Driver/Monitor-Coleman
Coleman, Wisconsin, United States
$20/hr FieldPart Time
Valid driver's license, reliable personal vehicle with insurance, high school diploma or equivalent, ability to pass criminal background screening, comfortable using smartphone apps, dependable and able to travel frequently.
smartphone
2w
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Temporary Client Operations Specialist - Tax
Phoenix or Columbus or Eau Claire or Albuquerque or Indianapolis or Appleton or United States
$18-$34/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year related experience, proficiency with Microsoft Office, strong attention to detail, communication and organizational skills; may require overtime and limited travel.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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