2mo
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Client Care Specialist
Monona, Wisconsin, United States
OnsiteFull Time, Part Time
1+ YOEExperience in veterinary client care with high client volume; HS diploma; ability to multitask and handle confidential information.
ImproMed Infinity
1mo
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AVP, Client service
Madison, Wisconsin, United States
$80k-$115k/yr HybridFull Time
Client service/back-office experience in financial services, high-touch client experience, supervisory experience preferred, proficiency with Microsoft Office and CRM, strong communication and problem-solving skills.
Microsoft Office, CRM
1w
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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2mo
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SVP, Client Delivery (Operations)
New Berlin or United States
$175k-$250k/yr RemoteFull Time
Senior operational leader skilled in strategic planning, financial and operational analysis, resourcing, client relations, process improvement, and team leadership.
1mo
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Client Service Specialist
Waukesha, Wisconsin, United States
$55k-$70k/yr OnsiteFull Time
1+ YOE1+ years in client service or financial services; strong organization, communication, and time management; detail-oriented; proficient with Google Workspace; quick learner.
Google Workspace, Salesforce
2w
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Client Care Specialist
Waukesha, Wisconsin, United States
$17-$20/hr OnsiteFull Time
Provide compassionate client service, handle appointments/payments, maintain medical records, use Windows-based programs, multitask, and communicate fluently in English.
Windows
2w
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Client Service Manager
Middleton, Wisconsin, United States
HybridFull Time
0+ YOEBachelor's or HS+experience required; Producer's license and Microsoft Office proficiency; client service or claims experience; strong communication, financial acumen, and consultative skills.
Microsoft Office
1mo
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ER Client Service Representative
Madison or Middleton
OnsiteFull Time
Experienced client service representative for a veterinary emergency facility; duties include phone triage, greeting clients, processing payments, managing medical records, and facility upkeep.
Workday
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
4w
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AVP, Client service
Madison, Wisconsin, United States
$80k-$115k/yr HybridFull Time
Experience in client-facing financial services and back-office operations, supervisory experience preferred, proficiency with Microsoft Office and CRM, strong communication, problem-solving, and organizational skills.
Microsoft Office, CRM
1mo
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Client Advocate
Farmington Hills or Columbus or Ypsilanti or Las Vegas or Nashville or Augusta or Fairborn or Irvine or Great Falls or Live Oak or Harlingen or Orlando or Marquette or East Lansing or Detroit or Madison or Traverse City or Monroe or Jackson or Battle Creek or Novi
$15-$18/hr RemoteFull Time
High-volume inbound call handling, 40 WPM typing at 80% accuracy, strong customer service and communication, U.S. citizenship required, dedicated home office with hard-wired internet and security camera, willingness to work scheduled shifts and occasional Saturdays.
1w
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Client Specialist
Madison, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years industry or administrative experience; SIE, Series 7 and Series 66 or Series 63+65 required or to be obtained within 18 months; proficient with Microsoft Word, Excel, PowerPoint and CRM; bachelor’s preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
1mo
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Lending Client Coordinator
Johnson Creek, Wisconsin, United States
$42k-$67k/yr HybridFull Time
Provide front-line client service, perform loan servicing and monetary accounting, manage documents and office coordination, use Microsoft Word/Excel/Outlook, maintain accuracy and compliance; high school diploma/GED preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Windows
1mo
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Dedicated Client Service Advisor
Brookfield, Wisconsin, United States
$54k-$100k/yr OnsiteFull Time
3–5 years client relationship or financial services experience preferred; client service and commercial banking knowledge; ability to resolve complex Treasury product issues; bachelor's degree preferred; intermediate product, compliance, data analysis, document management, and Microsoft Office skills.
Microsoft Office
2w
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Client Service Manager - Madison
Madison, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years client-facing experience in investment/wealth management or brokerage; working knowledge of financial planning, investment, and insurance; strong organization, communication, and multitasking skills.
CRM
1mo
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ER Client Service Representative
Madison or Middleton
OnsiteFull Time
Experience in client service for a veterinary or medical facility; phone triage, payment processing, customer greeting, record management, and basic facility maintenance; strong communication skills.
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
3mo
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Senior Client Services Consultant
Aurora or Bloomington or Brookfield or Omaha
$79k-$93k/yr HybridFull Time
5+ YOE5+ years insurance and client-facing account management experience; high school diploma or equivalent; proficiency with Microsoft Office, Microsoft Teams, and Webex; ability to travel up to 10%.
Microsoft Office, Microsoft Teams, Webex
3w
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Client Support Associate - Banking
Madison, Wisconsin, United States
OnsiteFull Time
Provide banker-to-banker client support and transaction processing for Payments & Cash Management; strong customer service, multitasking, and proficiency with Microsoft and Adobe programs; associate degree preferred or equivalent experience.
Microsoft, Adobe, Client Relationship Management software
1mo
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Registered Client Relationship Analyst
Middleton, Wisconsin, United States
OnsiteFull Time
High school diploma required (college preferred). Active Series 7 and Series 66 or Series 63 and Series 65 preferred. Two+ years industry experience preferred. Advanced Microsoft Office skills, strong client service and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, MSOnline, eSign, eAuthorization, Zoom