148 client manager jobs at 84 companies in Waupun, WI
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Client Success Manager (MedInsight)
Seattle or Atlanta or Appleton or Boise or Wakefield or South Burlington or Chicago or Dallas or Windsor or Houston or Indianapolis or Little Falls or Pasadena or Brookfield or Eden Prairie or Omaha or Irvine or Berwyn or Phoenix or Portland or Portland or San Diego or San Francisco or St. Louis or Salt Lake City or Tampa or Walnut Creek
$79k-$145k/yrRemoteFull Time
Milliman: Global provider of actuarial and risk management consulting services.
5+ YOEBachelor’s degree or equivalent experience; 5+ years in data analytics, healthcare, or related fields; client operations, cross-functional coordination, healthcare data, and strong communication skills.
Databricks, Microsoft Azure, Azure DevOps, Jira, Python, R, SQL, EHR
Madison or De Pere or Kenosha or Wausau or Fond du Lac or Wauwatosa
HybridFull Time
M3 Insurance: Independent insurance brokerage and risk management firm.
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).
Lake Ridge BankOTC: LRBI: Community bank providing commercial, personal, and wealth management services.
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
MBE CPAs: Providing comprehensive tax, accounting, and financial consulting services.
10+ YOE5+ Mgmt10+ years in accounting/CAS,5+ years leadership in CAS,experience building/scaling CAS practices,knowledge of accounting standards and payroll,team leadership and client advisory skills; CPA preferred.
1+ YOE1+ years in client service or financial services; strong organization, communication, and time management; detail-oriented; proficient with Google Workspace; quick learner.
Home Instead: Personalized in-home care and companionship services for seniors.
Previous caregiving experience required, valid driver’s license and clean driving record, background check/drug screen/DMV check, ability to transport clients and communicate with families.
Compeer Financial: Provides financial services and crop insurance to agricultural producers.
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
J.P. Morgan Wealth Management - Private Client Advisor - Delafield, WI
Delafield, Wisconsin, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
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.
Client Services Associate I - Wealth Management Department
Madison or Sun Prairie
$25/hrOnsiteFull Time
UW Credit Union: Member-owned institution providing personal banking and lending services.
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.
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
Brea or Neenah or Fort Myers or Pasig City or Belize City or Mexico City
OnsiteFull Time
Alta Resources: Provides outsourced customer care and sales services for brands.
2+ MgmtManages inbound/outbound contact center operations, P&L and budgeting, client relationships, reporting, forecasting, and team leadership; Bachelor's required, 2+ years management experience, Six Sigma Green Belt expected, travel as required.
Windows, PowerPoint, Microsoft Word, Microsoft Excel
Southland Industries: National expert in mechanical, electrical, and plumbing building systems.
15+ YOEBachelor's in Mechanical Engineering or Construction Management and 15+ years managing mid-to-large MEP projects; strong leadership, project delivery, client relationship, budgeting, and scheduling skills.
QuadNYSE: QUAD: Provides commercial printing and integrated marketing services for brands.
2+ YOE2+ years project management experience in client-service environments; proficiency with project management tools and Microsoft Office; strong communication, organization, and problem-solving skills.
M. J. ElectricNYSE: PWR: Provides electrical construction and maintenance services for utility infrastructure.
7+ YOEExtensive project management experience; 7+ years civil construction; Bachelor's degree in Construction Management, Civil Engineering, Accounting, or Business Administration; ability to oversee multiple projects across large geographic area; budgeting, financial reporting, and client interface skills.
Benesch: Provides civil engineering, structural design, and infrastructure planning services.
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.
Faith Technologies Incorporated: Engineering, construction, and manufacturing services for energy systems.
8+ YOE8+ years engineering/preconstruction/MEP contracting experience (varies by degree), strong program design and client-facing leadership, ETO/Design-Build knowledge, risk identification, schedule and stakeholder management.