120 client associate jobs at 64 companies in Watertown, 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 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
2d
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Client Service Associate
Milwaukee, Wisconsin, United States
$50k-$60k/yr OnsiteFull Time
1+ YOE1+ year client service or financial industry experience; FINRA Series 7/63/65/66 preferred; Bachelor’s degree; strong telephone, analytical, CRM, and technical skills; ability to support sales and operations in a mutual fund environment.
CRM, Multi-Asset Portfolio Builder, Value of Tax Management Tool, Russell Investments website
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
6d
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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
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
3w
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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 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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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
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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
3w
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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.
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
1w
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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
4w
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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.
1w
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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
2d
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Work From Home - Client Services Associate
Madison, Wisconsin, United States
RemoteFull Time
Strong communication and interpersonal skills, ability to work independently and with a team, integrity and ethical conduct, genuine desire to help others.
Zoom
2w
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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
11h
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Client Service Representative
New Berlin, Wisconsin, United States
OnsiteFull Time
1+ YOE1+ year client services experience, Microsoft Outlook/Excel proficiency, knowledge of ISO 17025 and regulatory guidance, associates degree in chemistry preferred, strong communication and clerical skills.
Microsoft Outlook, Microsoft Excel, LIMS
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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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.