1mo
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Client Service Associate
Rockford, Illinois, United States
OnsiteFull Time
1+ YOEAssociate's or Bachelor's degree, 1–2 years client service in wealth management, experience on Fidelity or Schwab platforms, strong securities knowledge, Microsoft Outlook/Word/Excel and Salesforce proficiency, excellent communication and teamwork.
Fidelity, Schwab, Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion
3w
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Client Support Associate - Banking
Madison, Wisconsin, United States
OnsiteFull Time
Provide banker-to-banker client support and transaction processing for Payments & Cash Management; strong customer service, multitasking, and proficiency with Microsoft and Adobe programs; associate degree preferred or equivalent experience.
Microsoft, Adobe, Client Relationship Management software
1mo
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Associate, Client Service
Madison, Wisconsin, United States
$50k-$58k/yr OnsiteFull Time
Support advisor teams with account onboarding, custodial account maintenance, asset movements, client communication; bachelor’s in finance/economics preferred; CRM and Microsoft Office proficiency; strong organization and client focus.
Microsoft Office Suite, CRM, custodial platforms
3d
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Client Services Associate - Freeport, IL
Freeport, Illinois, United States
$57k-$76k/yr OnsiteFull Time
2+ YOE2+ years client services/administrative support in financial services preferred; bachelor’s/associate’s preferred; strong communication, multitasking, Salesforce experience, ability to prepare client paperwork and support advisors.
Salesforce
1w
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Client Service Associate
Clinton, Wisconsin, United States
$20-$25/hr OnsiteFull Time
Client service or administrative experience preferred, bachelor\u0002s degree preferred, strong communication, attention to detail, Microsoft Office proficiency; Salesforce experience a plus.
Microsoft Office, Salesforce
1w
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Wealth Management Client Associate
Deer Park, Illinois, United States
$25-$44/hr OnsiteFull Time
Client-service support for financial advisors, high school diploma required, client-centric, able to learn new platforms, strong communication and detail orientation; FINRA SIE/Series credentials preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Client Service Associate
Middleton, Wisconsin, United States
OnsiteFull Time
High school diploma or equivalent; cash-handling experience preferred; strong interpersonal, communication, problem-solving, basic math, and computer skills; willing to work additional hours, evenings, and occasional Saturdays.
1mo
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Associate, Client Service
Madison, Wisconsin, United States
$50k-$58k/yr HybridFull Time
Bachelor's preferred in finance/economics, relevant financial services experience preferred, strong Microsoft Office and CRM skills, organizational and communication abilities, attention to detail, and willingness to learn custodial processes and platform systems.
Microsoft Office Suite, CRM, custodial platforms, custodian websites
2mo
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Client Service Associate
Madison or Rockford
OnsiteFull Time
3+ YOE2-year degree in a related field; 3+ years in Wealth Management or Financial Services; strong communication, detail orientation, compliance; proficient Microsoft Office; ability to work independently.
Microsoft Office, CRM, Charles Schwab, Fidelity, Schwab Institutional, Black Diamond, eMoney Advisor, Microsoft Dynamics CRM
2w
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Client Services Associate I - Wealth Management Department
Madison or Sun Prairie
$25/hr OnsiteFull Time
1+ YOEAssociate degree in business/finance or equivalent experience, 1+ year financial services or client service experience, strong communication and problem-solving, and required/obtainable licenses (WI Life & Health, SIE, Series 7, Series 66).
1mo
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The Hausmann Group - Select Client Associate, Property & Casualty
Madison, Wisconsin, United States
HybridFull Time
Provide client and policy support using Applied EPIC; obtain Wisconsin Property & Casualty license within 90 days; one year office experience preferred; valid driver’s license required; ability to sit and use a computer most of the day.
Applied EPIC
3w
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Senior Associate - Client Accounting Services
Madison, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years accounting experience, bachelor’s in accounting or related field preferred; CPA preferred; strong GAAP knowledge, analytical skills, communication, and ability to manage multiple engagements and coach associates.
5d
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Registered Financial Client Associate
Madison, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial services experience, bachelor’s degree or equivalent, Series 7 and Series 63/65 or Series 66 required, proficient with Microsoft Office, detail-oriented and discreet.
Microsoft Office
1w
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Client Experience Partner
Sun Prairie, Wisconsin, United States
HybridFull Time
2+ YOE2+ years in customer success/account management in IT services, associate degree or equivalent, CRM/PSA experience, Microsoft Office proficiency, presentation and relationship-building skills, ability to travel to client sites.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1d
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Client Services Representative (Temporary)
Philadelphia or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Frisco or Madison or Janesville or Milwaukee or Oak Creek or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$16-$41/hr RemoteFull Time
2+ YOEHigh school diploma, 2 years customer service experience (or associate's preferred), ability to work remote contact center, strong data entry and communication, knowledge of health insurance terminology preferred.
2w
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Retail Sales Associate Part Time
Fitchburg, Wisconsin, United States
$15-$19/hr OnsitePart Time
Customer-service focused retail associate able to meet sales targets, perform basic computer tasks, stand for long periods, lift boxes, maintain cleanliness, and engage clients professionally.
2mo
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Customer Success Associate
Madison, Wisconsin, United States
$34k-$57k/yr HybridFull Time
1+ YOEBachelor’s degree or equivalent B2B client service experience; 1 year B2B client/customer service; FinCEN ID required after start.
Salesforce, Microsoft Excel, Microsoft Word, PowerPoint, Outlook
1mo
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Associate Attorney
Arlington Heights or Naperville or Cook County or DuPage County or Lake County or McHenry County
OnsiteFull Time
2+ YOEJuris Doctor and active bar license in good standing, 2+ years litigation experience (family law preferred), ability to draft pleadings, advise clients, research evidence, and mentor junior attorneys.
1mo
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Associate Banker, 30 hour - McKee & Fitchrona
Fitchburg, Wisconsin, United States
OnsitePart Time
High school diploma/GED, client service experience, strong communication and relationship skills, ability to learn products and resolve client issues; cash handling experience preferred.
tablet, Chase Mobile App, Chase.com, ATM
1w
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Account Manager - Client Relations
Wauconda, Illinois, United States
OnsiteFull Time
3+ YOEAssociate's degree required (Bachelor's preferred), 3+ years sales experience (3-5 preferred), prior landscape operations management, ability to drive to sites, strong written/verbal communication, horticultural knowledge preferred.