35 client associate jobs at 22 companies in Waupun, WI
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
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 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).
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.
6d
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Client Service Associate Float
Monona, Wisconsin, United States
OnsiteFull Time
Handle teller and account services across multiple branch locations, cash handling experience preferred, high school diploma or equivalent, strong communication and problem-solving skills.
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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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.
4d
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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.
1w
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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
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.
1mo
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Merchant Services Associate
Grand Chute or Wisconsin or Michigan or Minnesota or Iowa or Colorado or Florida
OnsiteFull Time
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
2mo
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Operations Associate - Part Time
Appleton, Wisconsin, United States
$18-$21/hr OnsitePart Time
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).
1mo
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Part Time Associate Veterinarian - Lodi, WI
Lodi, Wisconsin, United States
FieldPart Time
1+ YOEDVM/VMD (Doctorate) required, active state veterinary license or ability to obtain, DEA/controlled substance license as applicable, 1+ year small-animal clinical experience, ability to practice independently and strong client communication.
VIN, VETgirl, VetRec, AI scribe
3mo
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Associate Veterinarian- Best Friends Veterinary Center
Grafton, Wisconsin, United States
OnsiteFull Time
DVM required, Wisconsin license or ability to obtain, open to all experience levels including new graduates, interest in client education; exotics experience a plus.
2mo
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Integrator
Monroe, Wisconsin, United States
OnsiteFull Time
3+ YOEBachelor's or Associate degree with 3+ years, PLC/HMI/SCADA, DCS DeltaV, electrical design, client-facing, multi-tasking, travel to customer locations.
PLC, HMI, SCADA, DeltaV, Electrical Design Software
1mo
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Economic Support Specialist
Port Washington, Wisconsin, United States
$27-$34/hr OnsiteFull Time
Associate's degree required. Duties include determining client eligibility for benefits, call-center assistance, processing time-sensitive cases, using state databases, and maintaining program competencies.
Microsoft Office, Microsoft Excel, mainframe, state wage match, Child support database, Dashboard, Internet, email
6d
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Group Facilitator
Appleton, Wisconsin, United States
$20/hr OnsitePart Time
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
4w
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Emergency Assistance Specialist
Fond du Lac or Green Bay or Madison or Wausau or Wisconsin Rapids
$23/hr OnsiteFull Time
2+ YOEProcesses emergency assistance applications, meets with clients (phone/in-person/video), assesses needs, provides referrals, and manages applications in state systems. Prefer associate degree and minimum 2 years related experience.
1mo
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Administrative Assistant - Wealth Management
Fort Atkinson, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years professional or 3+ years administrative experience preferred; associate's in business/finance preferred; strong Microsoft Office and CRM skills, confidentiality, organization, client service, and ability to manage multiple tasks.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CRM systems