42 client coordinator jobs at 34 companies in Oconomowoc, WI
1mo
Save
Mark Applied
Hide
1mo
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
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
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
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
Woodward Communications: Operates community newspapers, radio stations, and commercial printing services.
Provide sales and marketing support including CRM/data management, proposal and materials preparation, client correspondence, event coordination; post-secondary education or equivalent and sales/support experience preferred.
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.
Home Instead: Provides personalized in-home care and companionship for aging adults.
Scheduling caregivers to client needs, strong computer and communication skills, ability to multitask, problem-solve, and work independently in a fast-paced environment.
Momentum Association Management: Provides full-service operational and strategic management for nonprofit associations.
2+ YOE2+ years meeting or event experience, excellent organization, ability to travel occasionally, strong client communication and independent project management skills.
Home Instead: Personalized in-home care and companionship services for seniors.
Proficient with Microsoft Word and Excel, strong communication, organization, independent judgment, scheduling and problem-solving skills; ability to manage caregiver schedules and client relationships.
SSM Health: Provide medical services through hospitals and outpatient clinics.
1+ YOEHigh school diploma or 10 years' experience, 1 year work experience, proof of motor vehicle insurance, valid driver's license and acceptable driving record (MVR); schedules, referrals, basic client education, and program coordination skills.
Project Coordinator / Sales Support / Order Management
Madison, Wisconsin, United States
HybridFull Time
Atmosphere Commercial Interiors: Provides commercial furniture and design services for workplaces.
2+ YOEAssociates degree required (bachelor's preferred), minimum 2 years client service/project coordination or order management experience, proficiency with Microsoft Excel/Outlook/Teams, strong communication and problem-solving skills.
Microsoft Excel, Microsoft Outlook, Microsoft Teams
AonNYSE: AON: Global professional services firm providing risk and people solutions.
Support and execute client financial education programs; strong communication, client relationship, data management, and technology skills (HubSpot, Microsoft Bookings).
Assistant Coordinator, Cheese Industry and Applications Group
Madison, Wisconsin, United States
$70k-$100k/yrOnsiteFull Time
University of Wisconsin–Madison: Public research university providing academic programs and clinical healthcare.
Experience in cheese industry or dairy research, project management, client engagement; bachelor’s degree preferred; obtain Wisconsin Cheesemaker license within one year; ability to lift up to 50 lbs and stand for long periods; background check may be required.
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.