1mo
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Client Specialist
Milwaukee, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years industry or administrative experience; obtain SIE and Series 7 and 66 (or Series 63 and 65) within 12 months; proficient in Microsoft Office and CRM; strong client service, communication, compliance, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, Twitter
2d
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National Client Executive
Schaumburg or St. Louis or Addison or Overland Park or Novi or Bloomington or Milwaukee
$102k-$136k/yr HybridFull Time
5+ YOEBachelor's degree,5+ years group insurance/client management experience,group life and health license required,knowledge of disability/leave/ADA,strong analytical and communication skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, 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
2mo
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Client Experience Specialist
Milwaukee, Wisconsin, United States
HybridFull Time
Relationship-focused professional with strong client service, onboarding, product adoption, and cross-functional collaboration; able to manage multiple accounts and lead strategic outreach.
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
3w
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Client Account Manager
Sheboygan Falls, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years in account management/customer success or related; Bachelor's degree in Business/Marketing preferred; strong client relationship, communication, and problem‑solving skills; ability to identify expansion opportunities and support sales targets.
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
2w
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Client Service Associate
Milwaukee, Wisconsin, United States
$65k-$70k/yr OnsiteFull Time
3+ YOEPreferred bachelor's in business/finance/economics; 3+ years client-service or administrative experience in financial/investment firm; familiarity with brokerage paperwork; strong attention to detail and interpersonal skills; Microsoft Office proficiency; Salesforce/Adobe a plus.
Microsoft Office, Salesforce, Adobe
1mo
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Client Relationship Manager
Milwaukee or Wisconsin
$99k-$124k/yr RemoteFull Time
4+ YOEResponsible for new business implementation, asset retention and growth, and client satisfaction; requires 4+ years in financial services (or 2+ in defined contribution), FINRA Series 6/7/63, state insurance license, bachelor’s degree preferred, and ability to travel frequently.
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
2mo
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Client Executive - Property & Casualty Insurance
Deer Park or Chicago or Dallas
$130k-$180k/yr HybridFull Time
7+ YOESenior-level client management and insurance placement for large, complex insureds; BA/BS required; 7-10 years of experience; P&C knowledge; licenses and professional designations preferred.
Microsoft Office, Loss Forecasting Software, Agency Management Systems
1w
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Client Solutions Manager (Technology)
Milwaukee, Wisconsin, United States
OnsiteFull Time
2+ YOEBusiness development and account management for technology staffing; 2+ years B2B or IT experience preferred; bachelor’s degree preferred; strong closing, multitasking, and client relationship skills.
1w
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Bilingual Client Access Specialist
Waukegan, Illinois, United States
$18-$19/hr OnsitePart Time
2+ YOEFront‑desk client-facing role requiring EMR proficiency, check-in/onboarding, payment processing, HIPAA-compliant record handling, strong communication and organizational skills.
Electronic Medical Records (EMR), Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Zoom
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
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
2w
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Client Success Manager II
Jacksonville or Atlanta or New York City or Milwaukee
$56k-$96k/yr OnsiteFull Time
3+ YOE3-5 years in client success/account management, bachelor\u0002s degree, fintech product knowledge, strong communication and presentation skills, analytics experience with Tableau, ability to drive adoption and retention.
Tableau
2mo
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Audi Client Advisor
Milwaukee, Wisconsin, United States
OnsiteFull Time
Motivated, customer-focused auto sales role; strong communication and negotiation skills; valid driver’s license.