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
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
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.
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
ServiceMaster Contract Services: Professional janitorial and commercial cleaning services provider.
3+ YOEHigh school diploma required; bachelor’s degree preferred; strong admin, customer service, MS Office; 3+ years admin experience; familiarity with RMS, Xactimate, TSheets, PDConnect, SharePoint, OneDrive; ability to work independently; highly organized with excellent communication.
RMS, Xactimate, TSheets, PDConnect, SharePoint, OneDrive, Microsoft Office 365
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.
Project Coordinator / Sales Support / Order Management
De Pere, Wisconsin, United States
OnsiteFull Time
Atmosphere Commercial Interiors: Provides commercial furniture and design services for workplaces.
2+ YOECoordinate order lifecycle and project execution; 2+ years client service/project coordination experience; associates degree required; proficiency with Microsoft Office (Excel, Outlook, Teams); strong communication and problem-solving.
Microsoft Excel, Microsoft Outlook, Microsoft Teams, Microsoft Office
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.
Alabama or Arizona or Arkansas or Delaware or Florida or Georgia or Idaho or Indiana or Iowa or Kansas or Maryland or Massachusetts or Missouri or Montana or Nebraska or New Hampshire or New Jersey or New Mexico or North Carolina or Ohio or Oklahoma or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Virginia or Wisconsin
RemoteFull Time
Polston Tax Resolution & Accounting: Resolves tax liabilities and provides accounting and legal services.
Experience in tax or accounting firms preferred; strong communication, organization, client service, Microsoft Office and Adobe proficiency; ability to manage multiple priorities and pass background checks.
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.
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.
Fortifi BankOTCQX: FTFI: Provide personal and business banking services across Wisconsin.
Provide administrative support to business bankers, prepare loan files, coordinate loan production, run reports, handle client correspondence; strong client service, communication, attention to detail, multitasking, confidentiality, problem-solving; experience preferred.
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.
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).
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.