1mo
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Client Specialist
Milwaukee, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years industry or administrative experience; obtain SIE and Series 7 and 66 (or Series 63 and 65) within 12 months; proficient in Microsoft Office and CRM; strong client service, communication, compliance, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, Twitter
2mo
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Client Care Specialist
Monona, Wisconsin, United States
OnsiteFull Time, Part Time
1+ YOEExperience in veterinary client care with high client volume; HS diploma; ability to multitask and handle confidential information.
ImproMed Infinity
3d
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National Client Executive
Schaumburg or St. Louis or Addison or Overland Park or Novi or Bloomington or Milwaukee
$102k-$136k/yr HybridFull Time
5+ YOEBachelor's degree,5+ years group insurance/client management experience,group life and health license required,knowledge of disability/leave/ADA,strong analytical and communication skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
20h
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
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
2mo
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SVP, Client Delivery (Operations)
New Berlin or United States
$175k-$250k/yr RemoteFull Time
Senior operational leader skilled in strategic planning, financial and operational analysis, resourcing, client relations, process improvement, and team leadership.
1mo
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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
2w
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Client Care Specialist
Waukesha, Wisconsin, United States
$17-$20/hr OnsiteFull Time
Provide compassionate client service, handle appointments/payments, maintain medical records, use Windows-based programs, multitask, and communicate fluently in English.
Windows
2mo
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Client Experience Specialist
Milwaukee, Wisconsin, United States
HybridFull Time
Relationship-focused professional with strong client service, onboarding, product adoption, and cross-functional collaboration; able to manage multiple accounts and lead strategic outreach.
1w
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Client Service Associate
Clinton, Wisconsin, United States
$20-$25/hr OnsiteFull Time
Client service or administrative experience preferred, bachelor\u0002s degree preferred, strong communication, attention to detail, Microsoft Office proficiency; Salesforce experience a plus.
Microsoft Office, Salesforce
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
1w
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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
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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Client Advocate
Farmington Hills or Columbus or Ypsilanti or Las Vegas or Nashville or Augusta or Fairborn or Irvine or Great Falls or Live Oak or Harlingen or Orlando or Marquette or East Lansing or Detroit or Madison or Traverse City or Monroe or Jackson or Battle Creek or Novi
$15-$18/hr RemoteFull Time
High-volume inbound call handling, 40 WPM typing at 80% accuracy, strong customer service and communication, U.S. citizenship required, dedicated home office with hard-wired internet and security camera, willingness to work scheduled shifts and occasional Saturdays.
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
1mo
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Client Relationship Manager
Milwaukee or Wisconsin
$99k-$124k/yr RemoteFull Time
4+ YOEResponsible for new business implementation, asset retention and growth, and client satisfaction; requires 4+ years in financial services (or 2+ in defined contribution), FINRA Series 6/7/63, state insurance license, bachelor’s degree preferred, and ability to travel frequently.
1mo
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Dedicated Client Service Advisor
Brookfield, Wisconsin, United States
$54k-$100k/yr OnsiteFull Time
3–5 years client relationship or financial services experience preferred; client service and commercial banking knowledge; ability to resolve complex Treasury product issues; bachelor's degree preferred; intermediate product, compliance, data analysis, document management, and Microsoft Office skills.
Microsoft Office
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
1w
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Client Solutions Manager (Technology)
Milwaukee, Wisconsin, United States
OnsiteFull Time
2+ YOEBusiness development and account management for technology staffing; 2+ years B2B or IT experience preferred; bachelor’s degree preferred; strong closing, multitasking, and client relationship 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.