335 client jobs at 147 companies in Fond du Lac, WI
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Client Caregiver Lead
Neenah, Wisconsin, United States
$18-$20/hrFieldFull Time, Part Time
Home Instead: Personalized in-home care and companionship services for seniors.
Previous caregiving experience required, valid driver’s license and clean driving record, background check/drug screen/DMV check, ability to transport clients and communicate with families.
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
Strong financial services operations and client service knowledge; Microsoft Office Suite, CRM platforms, and financial planning software proficiency; excellent communication, organization, judgment, and problem-solving skills.
Microsoft Office Suite, CRM, financial planning software
J. J. Keller: Provides regulatory compliance and workplace safety solutions to businesses.
2+ YOE2+ years office experience, client services experience preferred; post-secondary business education preferred; proficiency in Microsoft Word and intermediate Excel; strong communication, problem-solving, and regulatory knowledge.
WG&R Furniture: Retailer and manufacturer of home furniture and mattresses.
Valid driver's license; age 18 or older; availability for rotating days, evenings, and weekends; strong communication, relationship-building, multitasking, adaptability, and teamwork skills.
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOE2+ years industry or administrative experience; must hold or obtain SIE, Series 7 and Series 66 (or Series 63+65) within 18 months; proficient with Microsoft Word, Excel, PowerPoint and CRM; strong communication, attention to detail, and regulatory compliance knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM) system
Baird: Employee-owned financial services firm providing wealth and asset management.
2+ YOERequires 2+ years of industry or administrative experience, active SIE and securities licenses or willingness to obtain them within 18 months, Microsoft Office proficiency, communication, organizational, analytical, and compliance skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, LinkedIn, X
Courser: Provides managed IT services through a network of partner companies.
3+ YOE3+ years in account management/customer success or related; Bachelor's degree in Business/Marketing preferred; strong client relationship, communication, and problem‑solving skills; ability to identify expansion opportunities and support sales targets.
2+ YOEHigh School diploma; 2 years clerical/related industry experience; proficient with MS Office; ability to open and maintain client accounts; strong customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
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/yrRemoteFull Time
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
Associa: Provides management and maintenance services for homeowners associations.
Knowledge of GAAP and Microsoft Office, general ledger experience, AP/AR and budget implementation knowledge, ability to prepare reports, present to stakeholders, prioritize and meet deadlines.
VBA: Cloud-based software solutions for healthcare benefits administration.
2+ YOEHigh school diploma; 2+ years help desk experience; benefits/claims systems experience preferred; ticketing systems experience; escalation processes; strong communication; collaborative work style; hybrid schedule in Germantown.
M3 Insurance: Independent insurance brokerage and risk management firm.
1+ YOEHigh school diploma, 1+ year administrative experience, P&C license preferred or willing to obtain, proficiency with Epic and Microsoft Word/Excel/PowerPoint, strong written and verbal communication.
Epic, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Windows
Client Relationship Consultant 2 (Banker) Silvernail, WI
Pewaukee, Wisconsin, United States
$20-$25/hrOnsiteFull Time
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOEHigh school diploma or equivalent, minimum 3 years retail banking experience, NMLS registration required (background and credit check), strong client communication and digital product knowledge.
Beyond Finance: Provides customized debt resolution and financial management services.
Retention, sales, or collections experience; high school diploma or equivalent; CRM proficiency; strong communication, listening, negotiation, de-escalation, troubleshooting, multitasking, and problem-solving skills.
Mead & Hunt: Full-service architecture, engineering, and construction services firm.
5+ YOEBachelor's degree or higher in civil engineering or related field, at least 5 years of transportation, airport, or municipal engineering experience, driver's license, and project leadership experience.
Thrivent: Member-owned fraternal benefit society offering financial and insurance services.
Series 7/66, state Life and Health insurance licenses, financial advisor implementation experience, strong communication and detail skills, and knowledge of Microsoft Office, Salesforce, and DocuSign.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign