2w
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Client Service Manager - Madison
Madison, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years client-facing experience in investment/wealth management or brokerage; working knowledge of financial planning, investment, and insurance; strong organization, communication, and multitasking skills.
CRM
1mo
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Property and Casualty Client Manager
Madison or De Pere or Kenosha or Wausau or Fond du Lac or Wauwatosa
HybridFull Time
2+ YOE2+ years insurance agency experience (P&C preferred) or equivalent; bachelor’s degree preferred; P&C license preferred or willing to obtain; strong communication; proficiency with Microsoft Office and agency management systems (e.g., EPIC).
Microsoft Office, EPIC
2w
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Client Accounting Services Department Manager
Baraboo or Wisconsin or Arizona or Nebraska or Colorado
HybridFull Time
10+ YOE5+ Mgmt10+ years accounting/CAS experience, 5+ years leadership in CAS, knowledge of payroll and outsourced accounting, experience managing client engagements and teams; CPA preferred.
1mo
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Client Support Manager
Waunakee or Evansville
OnsiteFull Time
5+ YOEAssociate's degree or equivalent experience, 5+ years in banking/financial services with leadership experience; strong knowledge of retail banking products, digital services, KPIs, and advanced computer skills (Word, Excel, Outlook).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, AI
1mo
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AVP, Client service
Madison, Wisconsin, United States
$80k-$115k/yr HybridFull Time
Client service/back-office experience in financial services, high-touch client experience, supervisory experience preferred, proficiency with Microsoft Office and CRM, strong communication and problem-solving skills.
Microsoft Office, CRM
1mo
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AVP, Client service
Madison, Wisconsin, United States
$80k-$115k/yr HybridFull Time
Experience in client-facing financial services and back-office operations, supervisory experience preferred, proficiency with Microsoft Office and CRM, strong communication, problem-solving, and organizational skills.
Microsoft Office, CRM
1mo
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ER Client Service Representative
Madison or Middleton
OnsiteFull Time
Experienced client service representative for a veterinary emergency facility; duties include phone triage, greeting clients, processing payments, managing medical records, and facility upkeep.
Workday
2mo
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Manager, Client Accounting Services - Family Office
Frisco or Philadelphia or Houston or Milwaukee or Dallas or Austin or Madison
$67k-$160k/yr HybridFull Time
5+ YOEBachelor's degree required; 5+ years progressive accounting experience; CPA preferred; experience with QuickBooks Online or Sage Intacct; strong GAAP knowledge, MS Office proficiency, and staff mentoring skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, QuickBooks On-line (QBO), Sage Intacct
1w
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Client Experience Partner
Sun Prairie, Wisconsin, United States
HybridFull Time
2+ YOE2+ years in customer success/account management in IT services, associate degree or equivalent, CRM/PSA experience, Microsoft Office proficiency, presentation and relationship-building skills, ability to travel to client sites.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
5d
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Falcon 2000S Client Aviation Manager - Wisconsin Dells, WI
Baraboo, Wisconsin, United States
$50k-$500k/yr OnsiteFull Time
3000 total flight hours with specified PIC/MEL/turbojet/instrument minimums, first class medical, Falcon 2000S type rating, NBAA CAM preferred, management and training experience, ICAO procedures training, strong leadership skills.
1mo
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ER Client Service Representative
Madison or Middleton
OnsiteFull Time
Experience in client service for a veterinary or medical facility; phone triage, payment processing, customer greeting, record management, and basic facility maintenance; strong communication skills.
3w
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Client Support Associate - Banking
Madison, Wisconsin, United States
OnsiteFull Time
Provide banker-to-banker client support and transaction processing for Payments & Cash Management; strong customer service, multitasking, and proficiency with Microsoft and Adobe programs; associate degree preferred or equivalent experience.
Microsoft, Adobe, Client Relationship Management software
1w
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Client Service Analyst
Madison, Wisconsin, United States
$42k-$78k/yr OnsiteFull Time
3+ YOE3-5 years relevant experience and post-secondary degree or equivalent; knowledge of financial planning and wealth management; strong communication, analytical and collaboration skills; proficiency with office and sales management software.
1mo
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Client Service Associate
Madison or Rockford
OnsiteFull Time
3+ YOE2-year degree in a related field; 3+ years in Wealth Management or Financial Services; strong communication, detail orientation, compliance; proficient Microsoft Office; ability to work independently.
Microsoft Office, CRM, Charles Schwab, Fidelity, Schwab Institutional, Black Diamond, eMoney Advisor, Microsoft Dynamics CRM
2w
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Client Services Associate I - Wealth Management Department
Madison or Sun Prairie
$25/hr OnsiteFull Time
1+ YOEAssociate degree in business/finance or equivalent experience, 1+ year financial services or client service experience, strong communication and problem-solving, and required/obtainable licenses (WI Life & Health, SIE, Series 7, Series 66).
3w
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Senior Associate - Client Accounting Services
Madison, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years accounting experience, bachelor’s in accounting or related field preferred; CPA preferred; strong GAAP knowledge, analytical skills, communication, and ability to manage multiple engagements and coach associates.
1w
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Project Manager
Madison, Wisconsin, United States
FieldFull Time
3+ YOE3+ years utility vegetation management or related operational experience with leadership; experience managing budgets, schedules, resources, client relationships; valid driver's license; ability to travel; Microsoft Office and GIS proficiency.
Microsoft Office, GIS
1d
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Preconstruction Manager
Janesville or Madison or Milwaukee
OnsiteFull Time
6+ YOEBachelor's in construction/engineering or apprenticeship plus at least 6 years estimating or project management experience; leadership, estimating, budgeting, client relations, and proposal skills.
4d
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J.P. Morgan Wealth Management - Private Client Advisor - Fitchburg, WI
Fitchburg, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial advisor or equivalent experience; demonstrated client acquisition and relationship skills; valid Series 7 and Series 66 (or 63/65 within 60 days) and life/health/long term care insurance license (or obtained within 60 days); CFP and bachelor’s degree preferred.
2d
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Controller and Client Advisory Manager
Madison, Wisconsin, United States
HybridFull Time
5+ YOEBachelor's in Accounting/Finance, 5+ years accounting experience, supervisory experience, strong financial reporting and advisory skills, familiarity with QuickBooks Online, client relationship and communication skills.
QuickBooks Online
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