772 client management jobs at 253 companies in Racine, WI

1mo
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Registered Wealth Management Client Associate
Northbrook, Illinois, United States
$25-$45/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Requires FINRA SIE, Series 7 and Series 66 (or 63+65), strong industry knowledge, client service skills, attention to detail, and proficiency with Microsoft Office and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1w
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Client Relations Management (CRM) Specialist
Pewaukee, Wisconsin, United States
$52k-$59k/yr OnsiteFull Time
Waukesha County Technical College
Waukesha County Technical College: Public college providing vocational and technical higher education.
1+ YOERequires a bachelor's degree or associate degree with two years of related experience, data systems experience, higher education experience, project management, data analysis, database management, and Microsoft Office proficiency.
Technolutions Slate, Microsoft Windows, Microsoft Office, Ellucian, Banner, Microsoft Excel, Microsoft Word, Microsoft Outlook, Zoom
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Registered Wealth Management Client Associate
Northbrook, Illinois, United States
$25-$45/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEHolds or will obtain SIE, Series 7 and Series 66 (63/65 acceptable), 1+ years experience, advanced industry knowledge, client service skills, proficiency with Microsoft Word/Excel/PowerPoint and Salesforce.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
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Vice President of Client Management
Chicago or Detroit or Milwaukee or Grand Rapids
$160k-$227k/yr HybridFull Time
IFF
IFF: Provides lending and real estate solutions to strengthen nonprofit organizations.
10+ YOEExtensive lending and portfolio management experience; leadership; strong relationship management; process improvement; strategic and cross-functional collaboration.
1mo
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Voluntary Benefits Client Relationship Management
Chicago or St. Louis or Chicago or Indianapolis or Minneapolis or Milwaukee
$119k-$238k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
5+ YOEBachelor's degree, 5+ years consultant/client management experience, voluntary benefits subject-matter expertise, life/health license (or ability to obtain), strong financial acumen and communication skills.
2d
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Senior Client Services Manager - Risk Management
Rolling Meadows, Illinois, United States
$74k-$125k/yr RemoteFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
5+ YOEBachelor's degree, 5 years of related experience, and an insurance license required. Requires client management, data presentation, project planning, pricing, profitability, and leadership skills.
5d
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Client Operations
Milwaukee, Wisconsin, United States
$112k-$131k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
8+ YOEBachelor's degree or equivalent experience, 8–10 years of project management experience, strong business-line knowledge, leadership, analytical, organizational, communication, and advanced project management skills.
E-Verify, Fund Accounting, Custody, Transfer Agent, Fund Administration, KPI, FINRA, NMLS, Reg Z, Reg G, OFAC, NFA, FCPA, Bank Secrecy Act, SAFE Act, FDIA
1w
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Client Advisor
Urbandale or Houston or Miami or Milwaukee or Atlanta
$68k-$145k/yr HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Provides global insurance brokerage, risk management, and professional consulting services.
5+ YOEBachelor's degree, insurance industry experience, and 5+ years managing client relationships are required, preferably in transportation or commercial insurance. Strong project management, communication, analytical, and stakeholder-management skills needed.
LinkedIn
1mo
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Premier Client Banker - PNC Wealth Management
Libertyville or Chicago
$70k-$117k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
3+ YOEBachelor's degree and 3+ years' relevant experience; strong banking product knowledge, consultative sales, relationship management, and decision-making; FINRA Series 7/66 and Life & Health Insurance preferred.
4w
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Client Representative
Lake Bluff, Illinois, United States
$70k-$95k/yr OnsiteFull Time
Mariani Premier Group
Mariani Premier Group: Provides luxury residential and commercial landscape design and maintenance.
2+ YOE2+ years sales experience (preferably landscaping), knowledge of plant materials and installation, client relationship management, proposal and contract preparation, and strong communication skills.
3w
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Client Support Manager
Conshohocken or Buffalo Grove or Chicago or Philadelphia or Dallas
$79k-$89k/yr HybridFull Time
Onbe
Onbe: Modernizes business-to-individual disbursements and managed payment programs.
3+ YOE3+ years building/managing client relationships, bachelor’s degree preferred, strong communication, analytical and presentation skills, ability to drive client health and identify growth opportunities.
2mo
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Client Solutions Director (Management Resources)
Hoffman Estates, Illinois, United States
$60k-$90k/yr HybridFull Time
Robert Half
Robert HalfNYSE: RHI: Provides specialized staffing services and business consulting solutions globally.
5+ YOEBusiness-related degree preferred, 5+ years professional experience, strong negotiation and relationship skills, proficient in Microsoft Office and CRM (Salesforce). CPA and MBA are a plus.
Microsoft Office, Salesforce
2w
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Client Service Representative
Kildeer, Illinois, United States
$17-$22/hr OnsiteFull Time
Banfield Pet Hospital
Banfield Pet Hospital: Providing comprehensive preventive veterinary care and pet health services.
Provides exceptional client service, recruits clients, manages appointments and records, processes payments, dispenses prescriptions, sells retail products, and educates clients about pet health and wellness plans.
Workday
2w
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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
WTW
WTWNASDAQ: WTW: Provides global risk management, insurance brokerage, and advisory services.
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
3d
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Director, Data Management Advisor
McLean or Chicago or Riverwoods or New York City or Richmond
$187k-$257k/yr OnsiteFull Time
Capital One
Capital OneNYSE: COF: Provides credit card, banking, and auto loan services.
5+ YOEBachelor's degree or military experience; 5+ years in data governance, risk management, and internal business client support. Strong analytical, strategic, communication, and stakeholder leadership skills required.
AI tools
1w
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Client Services Representative
Mundelein, Illinois, United States
$16-$20/hr OnsiteFull Time
National Veterinary Associates: Operates a network of veterinary hospitals and pet resorts.
1+ YOE1–2+ years client-facing experience, strong communication, multitasking, time-management, ability to discuss services/pricing, and comfort with client education; veterinary experience preferred.
2w
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Associate Client Advocate
Arlington or Atlanta or Miami or Mobile or Tampa or New York or Boston or Chicago or Houston or Philadelphia or Phoenix or Denver or Short Hills or Los Angeles or Detroit or Pittsburgh or Nashville or Overland Park or Milwaukee
$90k-$120k/yr HybridFull Time
WTW
WTWNASDAQ: WTW: Global advisory, broking, and solutions.
5+ YOERequires 5+ years of client-facing commercial property and casualty insurance experience, P&C broker license, Microsoft Office proficiency, negotiation, relationship, presentation, project management, and analytical skills.
Microsoft Office
2w
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J.P. Morgan Wealth Management - Private Client Advisor - Racine, WI
Racine, Wisconsin, United States
OnsiteFull Time
JPMorgan Chase
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship management; Series 7 and Series 66 (or 63/65) required; life/health/long-term-care insurance license required; CFP preferred.
1mo
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Senior Client Project Manager
Milwaukee, Wisconsin, United States
OnsiteFull Time
Fiserv
FiservNew York Stock Exchange: FI: Provides financial technology and payment processing services to institutions.
9+ YOEBachelor's in business or operations required, 9+ years program/project management experience, 5+ years in financial services preferred, proven delivery leadership, ability to lead teams of 10+, strong data-driven reporting and communication.
14h
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Client Care Advisor
Chicago or DuPage County or Will County or Lake County or Cook County
$80k-$88k/yr FieldFull Time
Honor Technology
Honor Technology: Provides technology and professional care services for in-home senior care.
1+ YOERequires 1+ year in a consultative client-facing role, measurable client outcomes, relationship management, structured conversations, cross-functional collaboration, accurate documentation, reliable transportation, and 75% field work.
Microsoft Office, Salesforce, CRM