350 client jobs at 174 companies in Portage, WI

2mo
Save
Mark Applied
Hide
Client Care Specialist
Monona, Wisconsin, United States
OnsiteFull Time, Part Time
Madison Veterinary Specialists
Madison Veterinary Specialists: Provides 24/7 emergency and specialty referral veterinary services.
1+ YOEExperience in veterinary client care with high client volume; HS diploma; ability to multitask and handle confidential information.
ImproMed Infinity
1mo
Save
Mark Applied
Hide
AVP, Client service
Madison, Wisconsin, United States
$80k-$115k/yr HybridFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
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
1mo
Save
Mark Applied
Hide
ER Client Service Representative
Madison or Middleton
OnsiteFull Time
VCA Animal Hospitals
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
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
Save
Mark Applied
Hide
AVP, Client service
Madison, Wisconsin, United States
$80k-$115k/yr HybridFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
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
1w
Save
Mark Applied
Hide
Client Rights Facilitator
Mauston, Wisconsin, United States
$30-$32/hr OnsiteFull Time
State of Wisconsin
State of Wisconsin: State government entity providing public services and administration.
Experience investigating and advocating for client rights, processing grievances, training staff, and using Microsoft Office (Excel, Word, Outlook); experience with mental health or secure facilities preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook
1w
Save
Mark Applied
Hide
Client Experience Partner
Sun Prairie, Wisconsin, United States
HybridFull Time
Heartland Business Systems
Heartland Business Systems: Delivers comprehensive IT solutions and technology consulting services.
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
1w
Save
Mark Applied
Hide
Client Specialist
Madison, Wisconsin, United States
OnsiteFull Time
Baird
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOE2+ years industry or administrative experience; SIE, Series 7 and Series 66 or Series 63+65 required or to be obtained within 18 months; proficient with Microsoft Word, Excel, PowerPoint and CRM; bachelor’s preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
1mo
Save
Mark Applied
Hide
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
GreenPath Financial Wellness
GreenPath Financial Wellness: Provides nonprofit financial counseling and debt management services.
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.
2w
Save
Mark Applied
Hide
Client Service Manager - Madison
Madison, Wisconsin, United States
OnsiteFull Time
Annex Wealth Management
Annex Wealth Management: Fiduciary wealth management and planning for individuals and businesses.
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
1mo
Save
Mark Applied
Hide
ER Client Service Representative
Madison or Middleton
OnsiteFull Time
Mars Veterinary Health
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
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.
3w
Save
Mark Applied
Hide
Client Support Associate - Banking
Madison, Wisconsin, United States
OnsiteFull Time
Bankers' Bank
Bankers' Bank: Provides correspondent banking and financial services to community banks.
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
Save
Mark Applied
Hide
Registered Client Relationship Analyst
Middleton, Wisconsin, United States
OnsiteFull Time
Morgan Stanley
Morgan StanleyNYSE: MS: Provides global investment banking, wealth management, and advisory services.
High school diploma required; active Series 7 and Series 66 OR Series 63 and Series 65; 2+ years industry experience preferred; advanced Microsoft Office skills; knowledge of financial products and strong client service skills.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
1mo
Save
Mark Applied
Hide
Work From Home - Client Benefits Specialist
Madison, Wisconsin, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Must be coachable, have strong work ethic and desire to earn more; able to work from home and engage with interested clients. Training provided; warm leads supplied; no cold calling.
Zoom
1mo
Save
Mark Applied
Hide
Client Service Associate
Middleton, Wisconsin, United States
OnsiteFull Time
Lake Ridge Bank
Lake Ridge BankOTC: LRBI: Community bank providing commercial, personal, and wealth management services.
High school diploma or equivalent; cash-handling experience preferred; strong interpersonal, communication, problem-solving, basic math, and computer skills; willing to work additional hours, evenings, and occasional Saturdays.
1w
Save
Mark Applied
Hide
Client Success Representative
Reedsburg, Wisconsin, United States
OnsiteFull Time
MBE CPAs
MBE CPAs: Providing comprehensive tax, accounting, and financial consulting services.
Experience with Microsoft Office (Excel, Word, Outlook), strong communication and customer service, attention to detail; receptionist or administrative experience preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook
2d
Save
Mark Applied
Hide
Client Services Representative
Philadelphia or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Frisco or Madison or Janesville or Milwaukee or Oak Creek or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$16-$41/hr RemoteFull Time
Baker Tilly
Baker Tilly: Provides audit, tax, and consulting services to business clients.
2+ YOEHigh school diploma required, 2 years customer service experience, ability to work remote contact center, strong communication, data entry, de-escalation, and familiarity with health insurance terminology preferred.
1mo
Save
Mark Applied
Hide
Client Services Specilaist
Deforest, Wisconsin, United States
OnsiteFull Time
Cox Fleet
Cox Fleet: Provides nationwide mobile fleet maintenance and repair services.
3+ YOEHigh school diploma/GED with 3 years related experience (alternatively degree/cert + less experience). Strong verbal/written communication, organization, problem-solving, and fleet/automotive knowledge required.
5d
Save
Mark Applied
Hide
Client Service Representative
Madison, Wisconsin, United States
OnsiteFull Time
Fleetworthy
Fleetworthy: Integrated technology for commercial fleet safety and compliance
1+ YOEHigh school diploma preferred, ~1 year customer service experience preferred, strong communication, ability to multi-task, Microsoft Office proficiency, and ability to sit for extended periods.
Microsoft Outlook 365, Microsoft Word, Microsoft Excel
1w
Save
Mark Applied
Hide
Client Service Analyst
Madison, Wisconsin, United States
$42k-$78k/yr OnsiteFull Time
BMO
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
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
Save
Mark Applied
Hide
Client Service Associate
Madison or Rockford
OnsiteFull Time
Choreo
Choreo: Provides comprehensive financial planning and investment advisory services.
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