222 client manager jobs at 91 companies in Portage, WI
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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
4w
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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
1w
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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
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
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
3w
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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
2w
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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.
3w
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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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Client Service Representative
Middleton or Madison
OnsitePart Time
Provide customer service at a 24/7 emergency and specialty veterinary facility: greet visitors, answer phones and perform phone triage, process payments, manage records, and maintain facility cleanliness.
1mo
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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.
1w
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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
3w
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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
1w
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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.
2mo
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Project Manager
Madison, Wisconsin, United States
HybridFull Time
7+ YOE1+ MgmtMinimum 7 years architectural experience, 1+ year recent project management, Bachelor's in architecture or related field required; professional registration and sustainability accreditation preferred; strong client management, leadership, technical and presentation skills.
1mo
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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.
2w
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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.
2w
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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
1w
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Senior Project Manager
Madison or Milwaukee or Chicago
OnsiteFull Time
10+ YOE5+ Mgmt10+ years managing capital projects, 5+ years leading teams; experience with public-sector clients, cost and schedule controls, CPM scheduling; bachelor's preferred; PMP/PE/CCM preferred.
Primavera P6, MS Project
2mo
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Civil Project Manager
Madison or Milwaukee or Neenah
OnsiteFull Time
10+ YOEBSCE or related degree, Massachusetts professional engineer registration, minimum 10 years design/project management experience, WisDOT experience preferred, business development skills, client relations, and team leadership.
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