3w
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Client Service Associate
Milwaukee, Wisconsin, United States
$65k-$70k/yr OnsiteFull Time
3+ YOEPreferred bachelor's in business/finance/economics; 3+ years client-service or administrative experience in financial/investment firm; familiarity with brokerage paperwork; strong attention to detail and interpersonal skills; Microsoft Office proficiency; Salesforce/Adobe a plus.
Microsoft Office, Salesforce, Adobe
2mo
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Client Service Associate - NR
Mequon, Wisconsin, United States
OnsiteFull Time
2+ YOEHigh School diploma; 2 years clerical/related industry experience; proficient with MS Office; ability to open and maintain client accounts; strong customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Associate Client Service Manager
Brookfield, Wisconsin, United States
HybridFull Time
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency with Microsoft Office, relationship-building, adaptability, collaboration; preferred: associate degree, professional certification, client relationship experience.
Microsoft Office
1d
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
2w
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Client Development Associate
Milwaukee, Wisconsin, United States
OnsiteFull Time
1+ YOEBachelor's degree in business-related field, 1+ year real estate/business development/sales or marketing experience, strong communication, CRM experience, Microsoft Office proficiency, ability to generate leads and manage priorities.
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Salesforce.com
1mo
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Client Relations Associate
Milwaukee, Wisconsin, United States
OnsiteFull Time
Bachelor's degree required; strong relationship management and communication skills; experience with Salesforce/CRM, PowerSchool, Microsoft Excel, Google suite; valid driver's license; ability to lift 25 lbs; Spanish proficiency desired.
Salesforce, CRM, PowerSchool, Microsoft Excel, Google suite
1w
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Work From Home - Client Services Associate
Waukesha, Wisconsin, United States
RemoteFull Time
Remote client services role in financial services requiring strong communication, integrity, ability to work independently and as part of a team, and a desire to help families.
Zoom
2d
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Senior Associate - Client Success
Houston or Philadelphia or Milwaukee or Dallas or Tampa or New York City or Seattle or Irvine or Chicago
$84k-$127k/yr HybridFull Time
3+ YOEBachelor's degree and 3+ years' related experience; experience in technology or management consulting or customer success; NetSuite and Salesforce experience; strong communication, analytical and stakeholder management skills.
NetSuite, Salesforce, HighSpot, ZoomInfo
1w
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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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J.P. Morgan Wealth Management - Private Client Investment Associate - Delafield, WI
Delafield, Wisconsin, United States
OnsiteFull Time
Series 7 required (or to be obtained within 120 days); SIE required if registered after Oct 1, 2018; Series 66 (63/65) and life & health insurance license to be obtained within 120 days; client service, KYC, and operational experience.
5d
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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
3d
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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.
1mo
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Business Support Associate
Wauwatosa, Wisconsin, United States
$42k-$46k/yr OnsiteFull Time
1+ YOEAssociates degree with 1+ year customer service experience or 2+ years applicable experience; strong communication, prioritization, problem solving, confidentiality, and ability to support onboarding, payroll, and client-facing operations.
ACT/OTD, Cases
1mo
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Case Associate
Arlington Heights or Cook County or Lake County
OnsiteFull Time
Provide administrative support for care coordination including client intake, referrals, data entry, billing maintenance, responding to client inquiries, and supporting assessments; H.S. diploma/GED and background check required.
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.
2mo
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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.
3w
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Account Manager - Client Relations
Milwaukee, Wisconsin, United States
OnsiteFull Time
3+ YOEAssociate's degree required (Bachelor's preferred), 3-5 years sales and landscape operations experience, valid driver and ability to travel to sites, strong communication and proposal skills; horticultural knowledge preferred.
1mo
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Real Estate Associate or Senior Counsel
Milwaukee, Wisconsin, United States
HybridFull Time
6+ YOE6+ years commercial real estate transaction experience; drafting and negotiating development, purchase/sale, and lease documents; managing due diligence and closings; client-facing with ability to supervise associates and paralegals.
1w
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AFAT Advisor Associate
Milwaukee, Wisconsin, United States
OnsiteFull Time
1+ YOE1+ year client-facing experience, undergraduate degree required, must hold SIE and Series 7/66 or Series 7/63/65, committed to pursuing CFP/CPWA/CPA within one year; strong communication and organizational skills.
1w
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Operations Associate - Part Time
Wauwatosa, Wisconsin, United States
$18-$21/hr OnsitePart Time, Full Time
1+ YOE1-2 years retail or client-facing experience, strong organization, communication, ability to lift up to 50 lbs, punctual and reliable, customer-service focused.