33 client coordinator jobs at 27 companies in Brookfield, WI
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Lending Client Coordinator
Johnson Creek, Wisconsin, United States
$42k-$67k/yrHybridFull Time
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
Client Services Coordinator - Wealth Advisory - Shared Services Center
Minneapolis or Spokane or Orlando or Milwaukee or St Louis or King of Prussia
$25-$32/hrOnsiteFull Time
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
2+ YOE2 years experience (financial industry preferred); high school diploma or equivalent; strong computer skills with Tamarac CRM, Laserfiche, Microsoft Office, Adobe, DocuSign, MoneyLink, Schwab; ability to process client paperwork and handle client service tasks.
Tamarac CRM, Laserfiche, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe, DocuSign, MoneyLink, Schwab
Client Experience Coordinator - Be the First Impression That Inspires Every Customer
Oconomowoc, Wisconsin, United States
$20-$23/hrOnsiteFull Time
Bay View Shade & Blind: A century-old selling custom window treatments and supporting employee growth in showroom settings.
Customer-facing role requiring strong organization, communication, sales/support skills, appointment coordination, relationship building, and ability to work independently.
Centers for Independence: Providing healthcare and employment services to people with disabilities.
2+ MgmtMaster's degree (or Bachelor's with 4 years equivalent experience), minimum 2 years supervisory experience, valid Wisconsin driver's license and auto insurance, ability to assist clients with ADLs, familiarity with Microsoft Word and Excel, 40–50% community travel.
TCL Supply ChainXETRA: DHL: Provides temperature-controlled logistics and distribution for grocery retailers.
Scheduling and assigning drivers, coordinating deliveries to meet client deadlines, recruiting and managing contractor drivers, handling daily billing/settlements via eCourier, proficiency with Microsoft Excel/Office, strong communication and customer-service skills.
LONG TERM CARE CLIENT SERVICES REP, WDL; CASUAL - Varied Shifts
Milwaukee, Wisconsin, United States
OnsitePart Time
Froedtert Health: Provides academic healthcare, medical research, and education in Wisconsin.
1+ YOEHigh school diploma required; ~1 year healthcare experience preferred. Responsibilities include answering client calls, order entry/QA in LIS, maintaining metrics, coordinating phlebotomy logistics, and documenting dispatches.
Catholic Charities of the Archdiocese of Chicago: Provides social services and humanitarian aid to people in need.
0+ YOEAssess elderly and frail clients, develop care plans, provide case management, travel to communities, document accurately, collaborate with teams.
Auxiant: A third-party administrator delivering employee benefits and enrollment services.
Process enrollments/changes/terminations for clients; strong written and oral communication, Microsoft Word/Outlook/Excel proficiency, attention to detail, organization, and customer service experience.
Microsoft Word, Microsoft Outlook, Microsoft Excel
Kohler: Manufacturer of kitchen, bath, and smart home products.
Support sales managers with proposals, contracts, reporting, client communication; prospect and solicit group business; strong Microsoft Office/Excel skills; Delphi and Resort Suite experience preferred; bachelor's degree preferred.
Microsoft Office, Microsoft Excel, Delphi, Resort Suite
Buenos Aires or Denver or Philadelphia or Milwaukee or Atlanta or Dallas or CDMX or San Juan
OnsiteFull Time
TransPerfect: Provides global language services and localization technology solutions.
2+ YOEEnglish proficiency, strong multitasking, problem solving, client coordination, and collaboration; 2+ years in project coordination/management; bachelor’s degree required.
Account Executive - Life & Health (Fond du Lac, WI)
Fond du Lac, Wisconsin, United States
OnsiteFull Time
Dimond Bros. Insurance: Independent agency providing insurance and risk management solutions to clients.
Experience managing group/individual benefits, client needs assessment, benefits guidance, and coordinating open enrollment; strong client service and cross-functional collaboration.
TeamLogic IT Memphis: Local managed IT and cybersecurity services for businesses.
Coordinate and prioritize incoming IT service requests, assign and schedule technicians, monitor SLAs, maintain ticketing records, communicate with clients, and generate service reports. Experience in MSP dispatch or service coordination preferred.