33 client coordinator jobs at 26 companies in New Berlin, 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
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
Community Medical Services: Provides outpatient medication-assisted treatment for opioid use disorders.
High school diploma/GED, at least one year of customer service and front desk experience, computer and electronic health record skills, communication, organization, confidentiality, and conflict-resolution abilities.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Electronic Health Record (EHR), Recovery Connect, telephone, printer, fax machine, copier, internet, web browser
Healthcare Plus: Provides professional in-home skilled nursing and personal care services.
No prior experience required; training provided. Requires compassion, organization, multitasking, communication, teamwork, and CNA certification. Bilingual ability is a plus.
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
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.
Chicago or Indianapolis or Nashville or Detroit Lakes or Milwaukee
$60k-$121k/yrOnsiteFull Time
Old National Bank: Provides personal and business banking and wealth management services.
Selling merchant services to commercial clients, developing relationships, meeting sales targets, and coordinating onboarding and client service; strong communication, problem-solving, and Microsoft Office/Salesforce proficiency.
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.
Chicago or Bolingbrook or Milwaukee or St. Louis or Peoria
$180k-$220k/yrOnsiteFull Time
TERRA Engineering: Provides civil engineering, landscape architecture, and surveying services.
15+ YOE10+ MgmtOversee department growth and performance; lead BD; manage staff, budgets, and QA/QC; coordinate with other disciplines; ensure client satisfaction and strategic planning.
AutoCAD Civil 3D, MicroStation, Microsoft Office, Bluebeam, Project Management Software
WisHope Recovery: Providing evidence-based addiction treatment and mental health recovery services.
Provides supervision, transportation, daily living support, medication supervision, recovery education, facility coordination, and behavioral observation for clients with substance use and mental health conditions.
Kansas City or Wellesley Hills or Hartford or Milwaukee or Portland
$59k-$88k/yrHybridFull Time
Sun LifeToronto Stock Exchange: SLF: Provides insurance, retirement, and asset management services globally.
Coordinate and support enrollment events, prepare training and materials, communicate with internal/external clients; high school diploma required, bachelor’s preferred; enrollment or insurance experience preferred.