2mo
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Client Care Specialist
Monona, Wisconsin, United States
OnsiteFull Time, Part Time
1+ YOEExperience in veterinary client care with high client volume; HS diploma; ability to multitask and handle confidential information.
ImproMed Infinity
1mo
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AVP, Client service
Madison, Wisconsin, United States
$80k-$115k/yr HybridFull Time
Client service/back-office experience in financial services, high-touch client experience, supervisory experience preferred, proficiency with Microsoft Office and CRM, strong communication and problem-solving skills.
Microsoft Office, CRM
1mo
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ER Client Service Representative
Madison or Middleton
OnsiteFull Time
Experienced client service representative for a veterinary emergency facility; duties include phone triage, greeting clients, processing payments, managing medical records, and facility upkeep.
Workday
2w
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Client Services Specialist
Dubuque, Iowa, United States
$26-$33/hr HybridFull Time
3+ YOEHigh school diploma/GED, minimum 3 years financial services or administrative experience, strong problem solving and independent execution, ability to manage multiple priorities and client service workflows.
CRM
1w
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Client Specialist
Madison, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years industry or administrative experience; SIE, Series 7 and Series 66 or Series 63+65 required or to be obtained within 18 months; proficient with Microsoft Word, Excel, PowerPoint and CRM; bachelor’s preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
1mo
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Client Advocate
Farmington Hills or Columbus or Ypsilanti or Las Vegas or Nashville or Augusta or Fairborn or Irvine or Great Falls or Live Oak or Harlingen or Orlando or Marquette or East Lansing or Detroit or Madison or Traverse City or Monroe or Jackson or Battle Creek or Novi
$15-$18/hr RemoteFull Time
High-volume inbound call handling, 40 WPM typing at 80% accuracy, strong customer service and communication, U.S. citizenship required, dedicated home office with hard-wired internet and security camera, willingness to work scheduled shifts and occasional Saturdays.
1mo
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Client Advisor with Athletic Background
Dubuque or Iowa or United States
$70k-$95k/yr HybridFull Time
Preferred bachelor's degree; strong interpersonal and analytical skills; ability to build client relationships; willingness to obtain required state insurance licenses (training provided); prior sales/financial experience beneficial.
3d
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Client Services Associate - Freeport, IL
Freeport, Illinois, United States
$57k-$76k/yr OnsiteFull Time
2+ YOE2+ years client services/administrative support in financial services preferred; bachelor’s/associate’s preferred; strong communication, multitasking, Salesforce experience, ability to prepare client paperwork and support advisors.
Salesforce
1mo
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ER Client Service Representative
Madison or Middleton
OnsiteFull Time
Experience in client service for a veterinary or medical facility; phone triage, payment processing, customer greeting, record management, and basic facility maintenance; strong communication skills.
2w
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Client Service Manager - Madison
Madison, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years client-facing experience in investment/wealth management or brokerage; working knowledge of financial planning, investment, and insurance; strong organization, communication, and multitasking skills.
CRM
3w
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Client Support Associate - Banking
Madison, Wisconsin, United States
OnsiteFull Time
Provide banker-to-banker client support and transaction processing for Payments & Cash Management; strong customer service, multitasking, and proficiency with Microsoft and Adobe programs; associate degree preferred or equivalent experience.
Microsoft, Adobe, Client Relationship Management software
1mo
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Registered Client Relationship Analyst
Middleton, Wisconsin, United States
OnsiteFull Time
High school diploma required; active Series 7 and Series 66 OR Series 63 and Series 65; 2+ years industry experience preferred; advanced Microsoft Office skills; knowledge of financial products and strong client service skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
1mo
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Client Support Manager
Waunakee or Evansville
OnsiteFull Time
5+ YOEAssociate's degree or equivalent experience, 5+ years in banking/financial services with leadership experience; strong knowledge of retail banking products, digital services, KPIs, and advanced computer skills (Word, Excel, Outlook).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, AI
1w
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Client Service Analyst
Madison, Wisconsin, United States
$42k-$78k/yr OnsiteFull Time
3+ YOE3-5 years relevant experience and post-secondary degree or equivalent; knowledge of financial planning and wealth management; strong communication, analytical and collaboration skills; proficiency with office and sales management software.
1w
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Client Services Associate
Mt. Carroll, Illinois, United States
$17-$23/hr OnsiteFull Time
High school diploma or GED, age 18+, customer service experience; 6-12 months teller experience preferred. Ability to process transactions, open accounts, and maintain regulatory compliance.
4d
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Client Service Representative
Madison, Wisconsin, United States
OnsiteFull Time
1+ YOEHigh school diploma preferred, ~1 year customer service experience preferred, strong communication, ability to multi-task, Microsoft Office proficiency, and ability to sit for extended periods.
Microsoft Outlook 365, Microsoft Word, Microsoft Excel
1d
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Client Services Representative
Philadelphia or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Frisco or Madison or Janesville or Milwaukee or Oak Creek or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$16-$41/hr RemoteFull Time
2+ YOEHigh school diploma required, 2 years customer service experience, ability to work remote contact center, strong communication, data entry, de-escalation, and familiarity with health insurance terminology preferred.
1mo
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Client Service Associate
Madison or Rockford
OnsiteFull Time
3+ YOE2-year degree in a related field; 3+ years in Wealth Management or Financial Services; strong communication, detail orientation, compliance; proficient Microsoft Office; ability to work independently.
Microsoft Office, CRM, Charles Schwab, Fidelity, Schwab Institutional, Black Diamond, eMoney Advisor, Microsoft Dynamics CRM
1w
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Client Services Associate
Mt. Carroll, Illinois, United States
$17-$23/hr OnsiteFull Time
Triumph Financial: Provides financial and technology solutions for the transportation industry.
0.5+ YOEProvide accurate financial transactions, develop customer relationships, open accounts, handle stop payments and card orders, and identify cross-sell opportunities; preferred 6-12 months teller or customer service experience.
1mo
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Work From Home - Client Benefits Specialist
Madison, Wisconsin, United States
RemoteFull Time
Must be coachable, have strong work ethic and desire to earn more; able to work from home and engage with interested clients. Training provided; warm leads supplied; no cold calling.
Zoom