1,063 client jobs at 401 companies in Caledonia, WI
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Client Representative
Lake Bluff, Illinois, United States
$70k-$95k/yrOnsiteFull Time
Mariani Premier Group: Provides luxury residential and commercial landscape design and maintenance.
2+ YOE2+ years sales experience (preferably landscaping), knowledge of plant materials and installation, client relationship management, proposal and contract preparation, and strong communication skills.
UBSSIX Swiss Exchange: UBSG: Provides global wealth management and diversified financial services.
5+ YOEIdeally 5+ years client service experience in finance, bachelor's degree preferred, strong communication and analytical skills, team player, and proficiency in Microsoft Office Suite.
Wells FargoNYSE: WFC: Global provider of banking, investment, and mortgage financial services.
1+ YOE1+ year brokerage or client services support experience; customer service focus; intermediate Microsoft Office skills; ability to prioritize, meet deadlines, and work in a regulated environment.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
Baird: Global employee-owned firm providing wealth management and investment banking.
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
UBSSIX Swiss Exchange: UBSG: Global bank providing wealth management and investment services.
5+ YOESeries 7 and 66 required, ideally 5+ years client service experience in finance, bachelor's degree preferred, strong communication, analytical and interpersonal skills.
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
Conshohocken or Buffalo Grove or Chicago or Philadelphia or Dallas
$79k-$89k/yrHybridFull Time
Onbe: Modernizes business-to-individual disbursements and managed payment programs.
3+ YOE3+ years building/managing client relationships, bachelor’s degree preferred, strong communication, analytical and presentation skills, ability to drive client health and identify growth opportunities.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOEBachelor's degree with 1+ years client service/claims or HS/GED with 3+ years; Property & Casualty insurance license; Microsoft Office proficiency; client relationship and adaptability skills.
GMR Marketing: An experiential marketing agency creating live brand activations.
Senior operational leader skilled in strategic planning, financial and operational analysis, resourcing, client relations, process improvement, and team leadership.
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Provide exceptional client service, manage client/pet flow, complete documentation, schedule appointments, handle transactions, educate clients on wellness plans, and support veterinary team.
Ethos Veterinary Health: Operates a network of specialty and emergency veterinary hospitals.
Provide compassionate client service, handle appointments/payments, maintain medical records, use Windows-based programs, multitask, and communicate fluently in English.
1+ YOE1+ years in client service or financial services; strong organization, communication, and time management; detail-oriented; proficient with Google Workspace; quick learner.
Expert Institute: Provides an expert witness platform and AI-driven litigation tools.
Relationship-focused professional with strong client service, onboarding, product adoption, and cross-functional collaboration; able to manage multiple accounts and lead strategic outreach.
Compeer Financial: Provides financial services and crop insurance to agricultural producers.
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
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
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.
Voya FinancialNYSE: VOYA: Provides retirement, investment, and insurance products and services.
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.
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
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.