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Client Relationship Manager, Client Services - Retirement
Pittsburgh or Baxter or Indianapolis or Las Vegas or Glendale or New York City or South Lyon or Cedar Rapids or Richmond or St. Louis or Greensboro or Lake Mary or Newton or Madison or Kansas City or Woodcliff Lake or Fargo or Dresher or Alabama or Alaska or Arizona or Arkansas or California or Colorado or Connecticut or Delaware or Florida or Georgia or Hawaii or Idaho or Illinois or Indiana or Iowa or Kansas or Kentucky or Louisiana or Maine or Maryland or Massachusetts or Michigan or Minnesota or Mississippi or Missouri or Montana or Nebraska or Nevada or New Hampshire or New Jersey or New Mexico or New York or North Carolina or North Dakota or Ohio or Oklahoma or Oregon or Pennsylvania or Rhode Island or South Carolina or South Dakota or Tennessee or Texas or Utah or Vermont or Virginia or Washington or West Virginia or Wisconsin or Wyoming or Poland
RemoteFull Time
5+ YOEBachelor's or equivalent, 5+ years client relationship experience in financial services, 7+ years retirement services experience preferred; ASPPA/CEBS preferred; strong analytical, communication, and project management skills; ability to travel.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint
1w
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Client Service Manager
Middleton, Wisconsin, United States
HybridFull Time
0+ YOEBachelor's or HS+experience required; Producer's license and Microsoft Office proficiency; client service or claims experience; strong communication, financial acumen, and consultative skills.
Microsoft Office
1w
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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
2mo
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Client Services Manager
Madison, Wisconsin, United States
HybridFull Time
7+ YOE3+ MgmtBachelor's in IT/CS (or equivalent experience), 7+ years in end-user support/IT operations, 3+ years leading technical teams, strong ITSM/ticketing, endpoint management (Intune/Jamf), automation/AIOps experience.
ITSM, Microsoft Intune, Jamf, AIOps
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
1w
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Client Accounting Services Department Manager
Sauk City or Wisconsin or Arizona or Nebraska or Colorado
HybridFull Time
10+ YOE5+ Mgmt10+ years in accounting/CAS with 5+ years leadership; experience building/scaling CAS practices; strong accounting, payroll, client advisory, and team-management skills; 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
2w
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Client Success Manager
California or Idaho or Wyoming or West Virginia or Wisconsin or Washington or Virginia or Utah or Texas or Tennessee or South Dakota or South Carolina or Pennsylvania or Oregon or Oklahoma or Ohio or New York or Nevada or New Mexico or New Jersey or New Hampshire or Nebraska or North Carolina or Mississippi or Missouri or Minnesota or Michigan or Maine or Maryland or Massachusetts or Louisiana or Kentucky or Kansas or Indiana or Illinois or Iowa or Georgia or Florida or Delaware or District of Columbia or Arizona or Arkansas or Alabama or Nashville or Atlanta or Sioux Falls or Machesney Park
RemoteFull Time
N/A
3w
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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
3w
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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
1mo
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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
2d
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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
1mo
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Client Service Associate
Rockford, Illinois, United States
OnsiteFull Time
1+ YOEAssociate's or Bachelor's degree, 1–2 years client service in wealth management, experience on Fidelity or Schwab platforms, strong securities knowledge, Microsoft Outlook/Word/Excel and Salesforce proficiency, excellent communication and teamwork.
Fidelity, Schwab, Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion
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.
2w
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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
1mo
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Client Relationship Coordinator - Private Wealth
Rockford or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin
$34k-$60k/yr HybridFull Time
Bachelor's degree or equivalent; strong communication, organization, and attention to detail; experience in financial services preferred; ability to manage client engagement and maintain Salesforce CRM.
Salesforce CRM
1d
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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.
2mo
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Wisconsin Water - Client Account Manager - Milwaukee, Wisconsin, United States
Milwaukee or Madison
$165k-$250k/yr HybridFull Time
15+ YOEBachelor’s degree in engineering or planning related to water; 15+ years in water-related engineering; strong Wisconsin/Milwaukee connections; proven water project leadership and business development.
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
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