64 client associate jobs at 38 companies in Fitchburg, WI
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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
2w
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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
3w
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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
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
5d
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Client Service Associate
Madison, Wisconsin, United States
OnsiteFull Time
High school diploma or equivalent, or actively pursuing one; preferred cash-handling experience; strong communication, listening, problem-solving, math, teamwork, English, and basic computer skills.
bank technology
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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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
1mo
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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.
2w
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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
3w
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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
4d
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Insurance Client Coordinator
Janesville, Wisconsin, United States
$42k-$60k/yr HybridFull Time
High school diploma required; associate degree preferred. Requires crop insurance license within three months, accuracy, client service, communication, agricultural and crop insurance knowledge, and proficiency with named business systems.
Microsoft Office, Salesforce, Onbase, Power BI, ServiceNow, Microsoft Excel
2w
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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.
1mo
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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.
1w
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Tax Associate
Roscoe, Illinois, United States
$14-$18/hr OnsiteSeasonal, Part Time
High school diploma or equivalent, customer or client service experience, strong communication and problem-solving skills, and comfort with digital tools. No prior tax experience required; training provided.
Copilot, ChatGPT
6d
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Litigation Associate
Chicago or Crystal Lake or St. Charles or Rockford or Cleveland or Columbus or Milwaukee or Appleton or Brookfield or Green Bay or Madison or St. Louis or Indianapolis
$110k-$140k/yr OnsiteFull Time
2+ YOEIllinois law license and at least 2 years of civil litigation experience required. Strong writing, teamwork, work ethic, and client communication skills required; tort and injury claims experience preferred.
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
2w
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Operations Associate - Part Time
Madison, Wisconsin, United States
$17-$19/hr OnsitePart Time
1+ YOE1-2 years retail or client-focused experience; strong organization, communication, ability to lift up to 50 lbs, punctuality, and ability to work nights/weekends/holidays.
2mo
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Customer Success Associate
Madison, Wisconsin, United States
$34k-$57k/yr HybridFull Time
Bachelor's degree or equivalent B2B client service experience; consultative customer service skills; strong organization, communication, and analytical ability; Salesforce and Microsoft Office proficiency.
SalesForce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
1w
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Operations Associate - Part Time
Madison, Wisconsin, United States
$17-$19/hr OnsitePart Time
1+ YOE1-2 years retail or client-focused experience, strong organization and communication, able to lift/carry up to 50 pounds, available nights/weekends/holidays, punctual and reliable.
2mo
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Wealth Management Associate
Middleton, Wisconsin, United States
OnsiteFull Time
5+ YOE5+ years relevant experience; active Series 7 and Series 66 (or Series 63 and Series 65); four-year degree preferred; strong MS Office/Excel skills; leadership, client service, and product knowledge.
Microsoft Office, Microsoft Excel, MS Online