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26 client relationship manager jobs at 24 companies in Appleton, WI

1w
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Client Relationship Manager - Industrial Wastewater
Green Bay or New York or New York City or Seattle or Washington or California or Chicago or Oregon or Portland
HybridFull Time
Foth
Foth: Provides science and engineering consulting for infrastructure and manufacturing projects.
10+ YOEBachelor's in engineering or environmental science;10+ years in engineering consulting;experience with industrial process systems;client-facing project management and proposal development experience.
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5d
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
Provide client service and operational support for onboarding, account administration, and advisor collaboration; bachelor\u0002s preferred; experience in wealth management or client service preferred.
custodial platforms, CRM systems, portfolio management software, Microsoft Office Suite
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5d
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Financial
Kestra Financial: Empowers independent financial professionals with wealth management platform solutions.
Experience with client onboarding and account administration; strong communication, analytical and organizational skills; familiarity with custodial platforms, CRM and portfolio management systems; bachelor’s degree preferred.
CRM, custodial platforms, portfolio management software, Microsoft Office Suite
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1w
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Advisory Director Client Relationship Executive - Outsourcing
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Charlotte or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$180k-$220k/yr OnsiteFull Time
Grant Thornton
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
10+ YOE10+ years sales experience with 5+ years selling professional services; proven new-business hunting, pipeline building, executive engagement, pricing/negotiation, and CRM discipline; bachelor’s required.
ServiceNow, CRM/OneView
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2w
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Senior Sales Relationship Manager - Personal Trust
Green Bay or Neenah
$117k-$200k/yr OnsiteFull Time
Associated Bank
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
10+ YOEBachelor's in business/finance/accounting or equivalent; 10+ years managing high-level client relationships and personal trust/fiduciary services; strong estate and financial planning knowledge; valid driver's license for local travel.
Salesforce
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9h
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Collections Client Success Analyst
Manitowoc, Wisconsin, United States
$48k/yr RemoteFull Time
GetixHealth
GetixHealth: Manages financial revenue cycles and billing for healthcare providers.
2+ YOE2+ years client success/account management or related experience; strong analytical, communication, project and relationship-management skills; proficiency with Microsoft Office (Excel, Word, Outlook, PowerPoint); healthcare collections experience preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft PowerPoint, CRM
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1mo
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Program Manager
Brea or Neenah or Fort Myers or Pasig City or Belize City or Mexico City
OnsiteFull Time
Alta Resources
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
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3w
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Electrical Project Manager
Monroe or Menasha
OnsiteFull Time
Faith Technologies
Faith Technologies: Provides electrical engineering, construction, and sustainable energy solutions.
5+ YOEBachelor's degree in construction/project management/electrical engineering or 5 years electrical field experience plus 1 year electrical estimating; proficiency with Microsoft Office; Accubid and AutoCAD preferred; ability to manage projects, staff, and client relationships.
Microsoft Office Suite, Accubid, AutoCAD
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1w
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Account Manager
Green Bay or Appleton or Milwaukee or Madison
$87k-$119k/yr FieldFull Time
American Fidelity
American Fidelity: Provides supplemental insurance and financial services to niche markets.
Selling worksite insurance in a defined territory, building long-term client relationships, developing needs-based employee benefit recommendations.
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1w
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General Manager - UW Oshkosh Campus Dining
Oshkosh, Wisconsin, United States
OnsiteFull Time
Aramark
AramarkNYSE: ARMK: Provides food and facility management services to diverse organizations.
Experience managing contracted services, client relationships, budgets, and multi-site operations; leadership of managers; bachelor's degree preferred in food service, hospitality, facilities, or business.
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3mo
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SALES & BUSINESS DEVELOPMENT MANAGER
Oshkosh or Fond du Lac
$35k-$50k/yr OnsitePart Time
BrightStar Care
BrightStar Care: Provides in-home medical and non-medical care services.
1+ YOEGenerate leads, manage territory, build client relationships; sales in home care; valid driver’s license; degree preferred.
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1mo
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Wealth Manager
Appleton, Wisconsin, United States
OnsiteFull Time
Annex Wealth Management
Annex Wealth Management: Fiduciary wealth management and planning for individuals and businesses.
5+ YOECFP required, Bachelor's in Finance/Business/Economics, 5+ years in wealth advisory, strong investment and portfolio strategy knowledge, client relationship and business development skills, proficiency with Salesforce, HubSpot, Black Diamond, Orion, Holistiplan, and eMoney.
Salesforce, HubSpot, Black Diamond, Orion, Holistiplan, eMoney
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1w
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Customer Success Manager, Online Banking & Money Movement
Minneapolis or Cincinnati or Oshkosh or Tempe
$76k-$92k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
1+ YOEBachelor's degree or equivalent experience; 1–4 years client management experience; strong relationship building, problem-solving, presentation, and communication skills; basic account and project management knowledge.
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1mo
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Account Manager II, Commercial Insurance
Green Bay or Milwaukee
$61k-$85k/yr HybridFull Time
Aon
AonNYSE: AON: Provides risk management, insurance brokerage, and human capital consulting.
2+ YOE2+ years insurance experience (commercial risk/account management), P&C broker license preferred or to be obtained within 120 days, strong client relationship, organization, communication, presentation, data analysis and report-writing skills.
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2w
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Operations Manager, 46 Below Cafe at Titletown
Green Bay, Wisconsin, United States
$75k-$94k/yr OnsiteFull Time
Delaware North
Delaware North: Provides food, hospitality, and retail services at venues.
3+ YOE3+ years management in high-volume concession/catering or large venue, familiarity with food & beverage equipment, inventory and cost control, strong leadership, client relationship and financial skills, familiarity with POS/inventory software.
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1mo
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Personal Lines Account Manager
Madison or Appleton or Oshkosh
OnsiteFull Time
Ansay & Associates
Ansay & Associates: Independent insurance agency providing business and personal risk solutions.
2+ YOEMinimum 2 years client relations or personal insurance experience; ability to maintain business and build client relationships. Responsibilities include reviewing policies, assisting clients with claims, making pre-renewal calls, obtaining underwriting info, and preparing insurance documents.
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1mo
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Account Manager II, Commercial Insurance
Milwaukee or Green Bay
$61k-$85k/yr HybridFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
2+ YOE2+ years insurance experience (commercial risk preferred), strong client relationship and communication skills, ability to support renewals and billing, data analysis and report writing, P&C broker license preferred or to be obtained within 120 days.
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1w
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Residential Mortgage Lender
Birnamwood, Wisconsin, United States
OnsiteFull Time
Bank of Sun Prairie
Bank of Sun Prairie: Independent community bank providing commercial and personal financial services.
Originating and negotiating residential and construction loans, developing client relationships, maintaining lending and compliance knowledge, and managing loan portfolio quality.
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1w
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Managing Director
De Pere, Wisconsin, United States
HybridFull Time
WealthBridge Financial Group
WealthBridge Financial Group: Providing comprehensive wealth management and financial planning services.
3+ YOE3+ years in financial services with a growing personal practice; active life and health license required; FINRA Series 6/7 and 63/66 preferred; client development, leadership, and relationship management skills.
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3w
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Account Executive - M&A Team (Fond du Lac, WI)
Fond du Lac, Wisconsin, United States
OnsiteFull Time
Dimond Bros. Insurance
Dimond Bros. Insurance: Independent agency providing insurance and risk management solutions to clients.
Experience supporting onboarding and integration of acquired agencies, managing client service during integrations, strong communication and relationship-building skills, and ability to support multiple partnerships.
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