20 client facing associate jobs at 12 companies in New Berlin, WI
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
2mo
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Associate Advisor - Evansville, WI
Evansville, Wisconsin, United States
$69k-$87k/yr OnsiteFull Time
1+ YOEBachelor's degree; 1+ years of face-to-face client experience in financial services; Life and Health insurance license; Series 65; CFP certification or willingness to obtain within first year; strong client relationship skills.
3mo
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Senior Associate - Planning, Strategy & Research
San Diego or Los Angeles or San Francisco or Mountain View or Irvine or Austin or Minneapolis or Milwaukee or Cincinnati or New York
$85k-$110k/yr HybridFull Time
3+ YOEThree+ years in wealth management; CFP designation; experience supporting wealth planning and advisory operations; non-client-facing role.
eMoney, wealth planning tools
2w
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Operations Associate - Part Time
Wauwatosa, Wisconsin, United States
$18-$21/hr OnsitePart Time
1+ YOE1+ years retail or client-facing experience, strong organization and communication, ability to lift up to 50 lbs, reliable availability including nights, weekends and holidays.
2w
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Operations Associate - Part Time
Wauwatosa, Wisconsin, United States
$18-$21/hr OnsitePart Time, Full Time
1+ YOE1-2 years retail or client-facing experience, strong organization, communication, ability to lift up to 50 lbs, punctual and reliable, customer-service focused.
2mo
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Real Estate Associate or Senior Counsel
Milwaukee, Wisconsin, United States
HybridFull Time
6+ YOE6+ years commercial real estate transaction experience; drafting and negotiating development, purchase/sale, and lease documents; managing due diligence and closings; client-facing with ability to supervise associates and paralegals.
2w
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AFAT Advisor Associate
Milwaukee, Wisconsin, United States
OnsiteFull Time
1+ YOE1+ year client-facing experience, undergraduate degree required, must hold SIE and Series 7/66 or Series 7/63/65, committed to pursuing CFP/CPWA/CPA within one year; strong communication and organizational skills.
2w
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Associate Principal, Indirect Treatment Comparison (ITC), Evidence Synthesis
Durham or Austin or New Providence or San Francisco or Carlsbad or New York or Northborough or Rockville or Chesapeake or Milwaukee or Richmond or Boston or Providence or Rosemont or San Mateo or Greenwich or Bethlehem or Falls Church or Marietta or Parsippany or Wayne
$126k-$350k/yr RemoteFull Time
7+ YOEMaster's (minimum) in epidemiology/biostatistics,7+ years evidence synthesis in pharma consulting,client-facing experience,expert SLR and ITC/NMA skills,Bayesian analysis experience,project management and strong written English.
Microsoft PowerPoint, Microsoft Excel, Microsoft Word
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Specialized Tax Services - Energy Incentives & Credits Senior Associate
New York or Irvine or Raleigh or Charlotte or Chicago or Dallas or Los Angeles or Boston or San Diego or San Francisco or San Jose or Tampa or Atlanta or Washington or Miami or Milwaukee or Minneapolis or Denver or Nashville or Detroit or New Orleans or Florham Park or Greensboro or Philadelphia or Pittsburgh or Houston
$77k-$214k/yr HybridFull Time
2+ YOEBachelor's degree, minimum 2 years' experience, eligible to sit for CPA exam in state of employment; knowledge of energy tax credits, analytical and client-facing skills, mentoring experience.
2w
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Associate Principal, Indirect Treatment Comparison (ITC), Evidence Synthesis
Durham or Austin or Bethlehem or Boston or Carlsbad or Chesapeake or Falls Church or Greenwich or Marietta or Milwaukee or New Providence or New York or Northborough or Parsippany or Providence or Richmond or Rockville or Rosemont or San Francisco or San Mateo or Wayne
$126k-$350k/yr RemoteFull Time
7+ YOE5+ MgmtMaster's in epidemiology/biostatistics with 7+ years evidence synthesis experience (PhD preferred), 5+ years client-facing experience, strong SLR and ITC/NMA expertise, Bayesian meta-analysis, and proficiency with PowerPoint, Excel, and Word.
PowerPoint, Microsoft Excel, Word
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Commercial Furniture Dealer Senior Designer
Milwaukee, Wisconsin, United States
$74k-$94k/yr OnsiteFull Time
5+ YOEAssociate degree in interior design or architecture, 5+ years contract design or furniture dealership experience, proficiency in systems furniture specification, building codes, ADA, and strong client-facing skills.
AutoCAD, CAP Studio, Project Matrix, Configura CET, Microsoft Office365, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1w
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DNA PS Implementation Support Manager, Advisory
Berkeley Heights or Lincoln or Milwaukee or Omaha
$90k-$144k/yr OnsiteFull Time
4+ YOE4+ years implementing core banking or lending systems including DNA; client-facing implementation, training, workflow analysis, EMR not mentioned; Microsoft Office proficiency; Associate's degree or equivalent experience.
DNA, Microsoft Office, Structured Query Language (SQL)
2mo
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OneStream Lead Consultant
Washington or Milwaukee or Chicago
$86k-$163k/yr HybridFull Time
5+ YOEFive+ years in FP&A or FP&A consulting; OneStream implementation experience; Bachelor’s degree in Finance, Accounting, Computer Science, or MIS; OneStream Certified Associate preferred; strong .NET and SQL skills; versatile client-facing leadership.
OneStream, SQL, .NET
1mo
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Dealer Relationship Manager - Southeast Region
Brookfield, Wisconsin, United States
RemoteFull Time
2+ YOEMinimum 2 years in indirect lending, sales, auto finance or client-facing roles; high school diploma (Associate preferred); strong relationship-building, communication, Microsoft Office and analytical skills; remote work setup required.
Microsoft Office
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