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19 client associate jobs at 17 companies in Oshkosh, WI

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Registered Client Associate
Green Bay, Wisconsin, United States
OnsiteFull Time
Raymond James
Raymond JamesNew York Stock Exchange: RJF: Provides wealth management, investment banking, and retail banking services.
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
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1w
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Client Care Associate
Hobart or Green Bay
$17/hr HybridFull Time
FOREVER
FOREVER: Offers permanent cloud storage and media digitization services.
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
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1mo
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Sr. Client Accounting Advisor
Fond du Lac, Wisconsin, United States
$52k-$74k/yr HybridFull Time
Compeer Financial
Compeer Financial: Provides financial services and crop insurance to agricultural producers.
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
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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
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
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.
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Relationship and Operations Associate
Green Bay, Wisconsin, United States
$55k-$60k/yr OnsiteFull Time
Carson Group
Carson Group: Provides wealth management and business support for financial advisors.
1+ YOEProvide client and advisor support, process account administration and transfers, maintain accurate client records, and support project/workflow and process improvement; bachelor’s preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
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Merchant Services Associate
Grand Chute or Wisconsin or Michigan or Minnesota or Iowa or Colorado or Florida
OnsiteFull Time
Nicolet National Bank
Nicolet National BankNYSE: NIC: A regional bank providing commercial and personal banking services.
Support merchant services onboarding, implementation, client service, and portfolio growth; prospecting and relationship development; Microsoft Office proficiency; strong communication, organization, and consultative skills; sales or banking experience preferred.
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint
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Operations Associate - Part Time
Appleton, Wisconsin, United States
$18-$21/hr OnsitePart Time
Sephora
SephoraEuronext Paris: MC: Retailer of beauty products including cosmetics, skincare, and fragrance.
1+ YOE1-2 years retail or client-focused experience; manage inventory, stock replenishment, visual merchandising; lift up to 50 lbs; strong communication, organization, and availability for peak hours (nights, weekends, holidays).
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3w
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Part Time (30 Hours) Associate Banker, Allouez Branch, Green Bay, WI
Green Bay, Wisconsin, United States
OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma/GED, client service experience, strong communication, ability to learn products and resolve issues, cash handling preferred.
Chase Mobile App, Chase.com, ATM
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3w
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Registered Branch Associate - Green Bay, WI
Green Bay, Wisconsin, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
High school diploma required (bachelor's preferred). Series 7 and Series 66 required (can be obtained during study period); FINRA and state insurance licenses required. Strong problem solving, client relationship, regulatory, and communication skills. 3-5 years in securities/financial services preferred.
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Part Time (30 Hours) Associate Banker, Green Bay Main Branch, Green Bay, WI
Green Bay, Wisconsin, United States
OnsitePart Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
High school diploma or GED, client service experience, ability to learn products and use branch technology, strong communication and problem-solving, cash-handling experience preferred.
Chase Mobile App, Chase.com, ATM, tablet
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2mo
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Associate Veterinarian- Wrightstown Veterinary Clinic
Wrightstown, Wisconsin, United States
OnsiteFull Time
Western Veterinary Partners
Western Veterinary Partners: A veterinary support organization partnering with clinics nationwide.
DVM required or equivalent, Wisconsin veterinary license (or ability to obtain), clinical skills in small animal medicine, surgery, dentistry, client communication, and openness to mentorship; new graduates welcome.
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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
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
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
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3d
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Group Facilitator
Appleton, Wisconsin, United States
$20/hr OnsitePart Time
Attic Correctional Services
Attic Correctional Services: Provides residential and behavioral treatment for individuals in correctional systems.
2+ YOEAssociate or bachelor's in human services/criminal justice, 2+ years facilitating cognitive-based programming and working with correctional clients, certified in group facilitation and cognitive-based programming, computer proficient.
Microsoft Office
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1w
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Senior Personal Trust Assistant
Green Bay, Wisconsin, United States
$22-$37/hr OnsiteFull Time
Associated Bank
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
4+ YOEProvide administrative and trust account support to Relationship Managers; coordinate account administration, transaction processing, client service, and trust-document review. Requires banking/administrative experience and associate-level education.
MoneyGuide Pro
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2w
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Project Coordinator / Sales Support / Order Management
De Pere, Wisconsin, United States
OnsiteFull Time
Atmosphere Commercial Interiors
Atmosphere Commercial Interiors: Provides commercial furniture and design services for workplaces.
2+ YOECoordinate order lifecycle and project execution; 2+ years client service/project coordination experience; associates degree required; proficiency with Microsoft Office (Excel, Outlook, Teams); strong communication and problem-solving.
Microsoft Excel, Microsoft Outlook, Microsoft Teams, Microsoft Office
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5d
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Business Service Rep
Appleton or Beloit
OnsiteFull Time
Bank First
Bank FirstNASDAQ: BFC: Providing commercial and retail banking services in Wisconsin.
2+ YOEProvide commercial client support and facilitate loan processes; associates degree or equivalent experience preferred; 2+ years banking experience preferred; proficiency with Microsoft Word, Outlook, Excel; strong communication and multitasking skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel
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1mo
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Systems Engineer
Little Chute, Wisconsin, United States
OnsiteFull Time
Heartland Business Systems
Heartland Business Systems: Delivers comprehensive IT solutions and technology consulting services.
0.5+ YOEAssociate degree or equivalent certifications, 6+ months technical experience, vendor certifications (CCNA, VMware VCA, MS MCA) required; develop, implement, and support systems, provide client-facing consulting and project estimates.
VMware VCA
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1mo
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Program Design Manager
Menasha, Wisconsin, United States
OnsiteFull Time
Faith Technologies
Faith Technologies: Provides electrical engineering, construction, and sustainable energy solutions.
8+ YOE8+ years engineering/preconstruction/MEP experience (12+ with HS, 10+ with associate, 8+ with bachelor). Experience leading multidisciplinary design programs, ETO/design-build knowledge, client-facing leadership, schedule and stakeholder management.
BIM
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1mo
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Administrative Intern
Appleton, Wisconsin, United States
OnsiteInternship
KerberRose
KerberRose: Accounting firm providing tax, audit, and wealth management services.
Provide office support, manage calendars, attend client meetings, open/close accounts, respond to communications, and update CRM. Must be enrolled in or have completed an associates or bachelors in a business-related field; proficient in Microsoft Excel, Word, Outlook, and Adobe.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Adobe, CRM
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