16h
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Client Services Associate - Freeport, IL
Freeport, Illinois, United States
$57k-$76k/yr OnsiteFull Time
2+ YOE2+ years client services/administrative support in financial services preferred; bachelor’s/associate’s preferred; strong communication, multitasking, Salesforce experience, ability to prepare client paperwork and support advisors.
Salesforce
1mo
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Office Administrator
Madison or Dallas or Wisconsin
OnsiteFull Time
Provide front-desk client service, answer and screen calls, support agents with administrative tasks, coordinate appointments, perform data entry, maintain office records and supplies; organized and customer-focused.
2w
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Tax Administrator
Madison, Wisconsin, United States
OnsiteFull Time
Provide administrative support for service line leaders, manage calendars, prepare correspondence, assist with billing/time entry and maintain client records; proficiency with Microsoft Office required; professional services experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CCH Axcess
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
4w
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Part Time Branch Office Administrator - Sun Prairie, WI
Sun Prairie, Wisconsin, United States
OnsitePart Time
Provide client service, account management, and administrative support for financial advisors; strong attention to detail, analytical thinking, conversational skills, and computer literacy with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1w
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Client Specialist
Madison, Wisconsin, United States
OnsiteFull Time
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
3w
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Branch Office Administrator - Oregon, IL
Oregon, Illinois, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors; account processing and documentation; strong computer literacy, attention to detail, analytical thinking, and communication skills.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Branch Office Administrator - Rockford, IL
Rockford, Illinois, United States
OnsiteFull Time
Provide client service and administrative support to financial advisors, manage account transactions and documentation, support marketing/events, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1w
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Branch Office Administrator - Mt Horeb, WI
Mount Horeb, Wisconsin, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, manage account transactions, support marketing and branch business planning; proficiency with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Property and Casualty Client Specialist
Wauwatosa or Madison or De Pere or Wausau
HybridFull Time
1+ YOEHigh school diploma, 1+ year administrative experience, P&C license preferred or willing to obtain, proficiency with Epic and Microsoft Word/Excel/PowerPoint, strong written and verbal communication.
Epic, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Windows
4w
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Branch Office Administrator - Loves Park, IL
Loves Park or United States
OnsiteFull Time
Provide client service and account support, handle administrative and operational tasks, use MoneyGuide/Salesforce/Microsoft Office, strong attention to detail and communication. 6-month training provided.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Part Time Branch Office Administrator - Dousman, WI
Dousman, Wisconsin, United States
OnsitePart Time
Strong client service, account management, and administrative skills; analytical thinking, attention to detail, adaptability, and conversational ability; computer literacy with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Sr BOA - Oregon, WI
Oregon, Wisconsin, United States
OnsiteFull Time
5+ YOE5+ years related financial services/banking/legal experience; client service and account management; administrative and operational support; proficiency with MoneyGuide, Salesforce, and Microsoft Office; strong analytical and communication skills.
MoneyGuide, Salesforce, Microsoft Office
2w
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Non-Reg On-Caller - Janesville, WI
Janesville, Wisconsin, United States
OnsiteFull Time
Provide exceptional client service, manage account transactions, perform administrative and operational support, use MoneyGuide/Salesforce/Microsoft Office, strong attention to detail and analytical skills.
MoneyGuide, Salesforce, Microsoft Office
4w
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Administrative Assistant - Wealth Management
Fort Atkinson, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years professional or 3+ years administrative experience preferred; associate's in business/finance preferred; strong Microsoft Office and CRM skills, confidentiality, organization, client service, and ability to manage multiple tasks.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CRM systems
1mo
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Executive Assistant
Madison, Wisconsin, United States
OnsitePart Time
3+ YOE3+ years administrative/executive assistant or client service experience in financial services, bachelor’s preferred, proficient in Microsoft Office (Outlook, Word, PowerPoint, Excel), strong communication and attention to detail.
Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Excel, BrassRing, HackerRank, Beamery, Modern Hire, Textkernel
1mo
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Scheduling Specialist
Rockford or Elgin
OnsiteFull Time
Schedule on-site occupational health visits, manage client communication, coordinate with mobile van technicians, strong attention to detail, Excel/Outlook/Word proficiency, customer service and math skills, willing to work overtime.
Microsoft Excel, Microsoft Outlook, Microsoft Word
1mo
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Event Sales Admin
Madison, Wisconsin, United States
OnsiteFull Time
Provide administrative support for event sales, manage client inquiries and bookings, coordinate event logistics, maintain records, and deliver excellent customer service.
1mo
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Direct Support Professional (DSP)
Janesville, Wisconsin, United States
$16-$18/hr OnsitePart Time
Must be 21+, HS diploma/GED, valid WI driver\u0002s license with clean record, complete pre-employment physical/TB/background check and training; duties include medication administration, electronic charting, client transport and engaging clients.
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