36 client coordinator jobs at 29 companies in Greenfield, 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
North Shore Pediatric Therapy: Provides interdisciplinary therapy services for children with developmental needs.
Provide family-facing support, manage schedules and cancellations, coordinate with clinicians, conduct local outreach and events, maintain clinic operations, and drive online family engagement.
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.
Pioneer Center for Human Services: Provides social services for disabilities, mental health, and homelessness.
1+ YOEProvide case management and advocacy for adults with intellectual disabilities; prepare and enter assessments and progress notes in EHR; write client goals, train staff, and ensure regulatory compliance.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, SmartCare, EHR
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Strong customer service, multitasking, verbal and written English communication, organizational and problem-solving skills; ability to perform basic math and manage transactions.
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.
Pewaukee or Glendale or Atlanta or St. Louis or Chicago or Minneapolis or United States
HybridFull Time
Boelter: Designs commercial kitchens and supplies professional foodservice equipment.
1+ YOECoordinate foodservice equipment installation projects, prepare quotes and purchase orders, track jobs, process change orders, and communicate with manufacturers, contractors and clients.
Microsoft Word, Microsoft Excel, Microsoft Outlook, AutoQuotes, SAP
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.
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.
IndependenceFirst: Home care and advocacy services for people with disabilities.
1+ YOECNA-level experience, 1+ years related experience, degree or equivalent, ADL/IADL assessment skills, Microsoft Office proficiency, strong communication and organization, ability to visit client homes and handle confidential information.
AHEAD: Building digital platforms for enterprise cloud and infrastructure transformation.
2+ YOEBachelor's or equivalent,2+ years event/briefing coordination or client-facing hospitality experience, strong organization and communication, AV/logistics coordination, ability to lift up to 50 lbs.
BriefingSource, Salesforce.com, Microsoft Outlook, Microsoft Teams, Microsoft PowerPoint, Microsoft Excel
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.