327 client manager jobs at 147 companies in Beaver Dam, WI
1d
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Industrial Client Development Manager
Wauwatosa, Wisconsin, United States
$43k-$67k/yr OnsiteFull Time
1+ YOERequires at least one year of sales experience, success meeting conversion and sales targets, activity-target experience, client database management, pricing negotiation, and client-facing credibility.
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
3w
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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
3d
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Employee Benefits Client Manager, Advisory & Consulting
Stoughton, Wisconsin, United States
$80k-$100k/yr OnsiteFull Time
Lead client service for middle-market employee benefits clients; manage strategy, RFPs, carrier negotiations, benchmarking, and present financial insights. Requires state life and health insurance license and strong communication.
EB tools, EB analytics tools, Microsoft Excel, Microsoft PowerPoint
1w
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Strategic Client Success Manager
Delafield or Milwaukee
HybridFull Time
5+ YOE5+ years managing mid-market or enterprise SaaS relationships; bachelor\u0002s degree preferred; strong executive presence, stakeholder influence, AI/Claude fluency, data-driven advisory, cross-functional collaboration.
Claude
2mo
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Client Service Specialist
Waukesha, Wisconsin, United States
$55k-$70k/yr OnsiteFull Time
1+ YOE1+ years in client service or financial services; strong organization, communication, and time management; detail-oriented; proficient with Google Workspace; quick learner.
Google Workspace, Salesforce
2mo
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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
2w
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Client Experience Partner
Pewaukee, Wisconsin, United States
HybridFull Time
2+ YOE2+ years customer success/account management experience, associate degree or equivalent, strong communication, client advocacy, account retention/expansion, presentation and Microsoft Office proficiency.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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
1mo
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Lending Client Coordinator
Johnson Creek, Wisconsin, United States
$42k-$67k/yr HybridFull Time
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
1w
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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.
2mo
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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.
2w
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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.
19h
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Supervisor of Client Service
Delafield, Wisconsin, United States
OnsiteFull Time
Requires leadership and coaching experience, strong communication, problem-solving, organization, collaboration, employee development, performance evaluation, and HR/personnel management skills.
2w
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Client Services Consultant II
Aurora or Bloomington or Brookfield or Omaha
$65k-$86k/yr HybridFull Time
5+ YOE5+ years insurance/account management experience, strong communication and organizational skills, proficient in Microsoft Office; bachelor’s degree and disability product experience preferred.
Microsoft Office
2w
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Treasury Client Onboarding Project Manager
Minneapolis or Atlanta or Charlotte or Cincinnati or Brookfield or Tempe or Saint Louis
$82k-$96k/yr HybridFull Time
5+ YOEBachelor's degree or equivalent experience, 5+ years related experience, project management skills, treasury or financial services knowledge preferred, strong communication and analytical skills, proficiency with Microsoft Office.
Microsoft Office
1w
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J.P. Morgan Wealth Management - Private Client Advisor - Delafield, WI
Delafield, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years financial advisor experience, client acquisition and relationship management, goals-based planning, active Series 7 and Series 66 (or obtain within 60 days), life/health/long term care insurance license, CFP preferred.
3w
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Client Services Associate I - Wealth Management Department
Madison or Sun Prairie
$25/hr OnsiteFull Time
1+ YOEAssociate's degree or equivalent,1+ year financial services or client services experience,customer service and problem-solving skills,licensed or obtain WI life & health insurance,SIE,Series 7 and Series 66 within first year.
6d
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Meeting Manager
Madison, Wisconsin, United States
$85k/yr RemotePart Time, Contract
5+ YOE5+ years conference/meeting management, project and budget management, strong communication, ability to work independently, and willingness to travel for client events.
Cvent, CE21, GrowthZone, MemberClicks, Zoom, Microsoft 365, Monday.com, Canva
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