45 client experience coordinator jobs at 34 companies in Fort Atkinson, WI

3mo
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Showroom & Client Experience Coordinator
Milwaukee, Wisconsin, United States
$20-$23/hr HybridFull Time
Re-Bath Lake Villa
Re-Bath Lake Villa: Local provider of custom bathroom remodeling and renovation services.
0+ YOECustomer service, scheduling, CRM familiarity; strong communication; organized; multitask in a showroom setting.
CRM, Computer software
1mo
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Lending Client Coordinator
Johnson Creek, Wisconsin, United States
$42k-$67k/yr HybridFull Time
Compeer Financial
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
1mo
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Client Relationship Coordinator - Private Wealth
Rockford or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin
$34k-$60k/yr HybridFull Time
UMB Financial
UMB FinancialNASDAQ: UMBF: Provides banking, wealth management, and institutional financial services.
Bachelor's degree or equivalent; strong communication, organization, and attention to detail; experience in financial services preferred; ability to manage client engagement and maintain Salesforce CRM.
Salesforce CRM
4w
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Client Care Coordinator (Day Services)
Huntley, Illinois, United States
$24/hr OnsiteFull Time
Pioneer Center for Human Services
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
1mo
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Client Services Coordinator - Wealth Advisory - Shared Services Center
Minneapolis or Spokane or Orlando or Milwaukee or St Louis or King of Prussia
$25-$32/hr OnsiteFull Time
CliftonLarsonAllen
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
1mo
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Client Services Coordinator - Part Time
Milwaukee, Wisconsin, United States
OnsitePart Time
Community Medical Services
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
2w
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Client Supervisor(Staffing Coordinator)
Chicago or Rockford
$20/hr OnsiteFull Time
Healthcare Plus
Healthcare Plus: Provides professional in-home skilled nursing and personal care services.
No prior experience required; training provided. Must be compassionate, organized, able to multitask, with strong communication skills. Bilingual a plus.
1mo
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Client Manager, Small Business Benefits
Rockford, Illinois, United States
$53k-$104k/yr HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
3+ YOEBachelor's+3 years client coordination/claims experience or HS+8 years; license required; ~25% travel; excellent verbal/written communication and judgment.
20h
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Client Success Manager (MedInsight)
Seattle or Atlanta or Appleton or Boise or Wakefield or South Burlington or Chicago or Dallas or Windsor or Houston or Indianapolis or Little Falls or Pasadena or Brookfield or Eden Prairie or Omaha or Irvine or Berwyn or Phoenix or Portland or Portland or San Diego or San Francisco or St. Louis or Salt Lake City or Tampa or Walnut Creek
$79k-$145k/yr RemoteFull Time
Milliman
Milliman: Global provider of actuarial and risk management consulting services.
5+ YOEBachelor’s degree or equivalent experience; 5+ years in data analytics, healthcare, or related fields; client operations, cross-functional coordination, healthcare data, and strong communication skills.
Databricks, Microsoft Azure, Azure DevOps, Jira, Python, R, SQL, EHR
2w
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Assistant Wedding Coordinator
Milwaukee, Wisconsin, United States
$150/day HybridContract
Leigh & Co. Events
Leigh & Co. Events: Provides professional wedding planning and nationwide day-of event coordination services.
Organized, professional, client-focused; assists with event setup, vendor coordination, guest management, and timeline execution; weekend availability for events.
3w
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Project Coordinator - Multiple Locations
Pewaukee or Glendale or Atlanta or St. Louis or Chicago or Minneapolis or United States
HybridFull Time
Boelter
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
1d
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Surgery Patient Care Coordinator
Madison, Wisconsin, United States
OnsiteFull Time
Mars Veterinary Health
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Experienced client service professional needed to coordinate surgery appointments, provide client service, manage records and correspondence, explain fees, process payments, and support pet owners.
Microsoft Workday
3w
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Sales & Marketing Coordinator
Madison, Wisconsin, United States
OnsiteFull Time
Woodward Communications
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.
CRM, Microsoft Office
1w
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Meeting Coordinator
Madison, Wisconsin, United States
$55k/yr RemoteFull Time
Momentum Association Management
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.
21h
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Financial Education Coordinator (Remote)
Madison, Wisconsin, United States
$45k-$50k/yr RemoteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
Financial background preferred; requires client relationship management, communication, decision-making, critical thinking, scheduling, and coordination skills. Spanish proficiency is a plus.
RPAG
1mo
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Scheduling Coordinator
Madison, Wisconsin, United States
OnsiteFull Time
Home Instead
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.
Microsoft Word, Microsoft Excel
21h
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Financial Education Coordinator (Remote)
Madison, Wisconsin, United States
$45k-$50k/yr RemoteFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
Coordinates retirement plan education programs, client meetings, participant materials, communications, calendars, promotional materials, and financial wellness initiatives; financial background preferred and Spanish is a plus.
RPAG, 401(k)
1mo
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Scheduling Coordinator
Madison, Wisconsin, United States
OnsiteFull Time
Home Instead
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.
Microsoft Word, Microsoft Excel
1mo
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Project Coordinator / Sales Support / Order Management
Madison, Wisconsin, United States
HybridFull Time
Atmosphere Commercial Interiors
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
2mo
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Service Coordinator-Bilingual
Milwaukee, Wisconsin, United States
OnsiteFull Time
St. Francis Children's Center
St. Francis Children's Center: Provides inclusive education and therapy for children of all abilities.
1+ YOEBachelor’s degree in Social Work, Human Services, or Child Development; 1 year of experience with clients with special needs; able to perform home visits in Milwaukee County; fluent in Spanish; valid Wisconsin driver’s license with clean driving record.