4 client services administrator jobs at 4 companies in Howard, WI
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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
3w
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Senior Personal Trust Assistant
Green Bay, Wisconsin, United States
$22-$37/hr OnsiteFull Time
4+ YOEProvide administrative and trust account support to Relationship Managers; coordinate account administration, transaction processing, client service, and trust-document review. Requires banking/administrative experience and associate-level education.
MoneyGuide Pro
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Relationship and Operations Associate
Green Bay, Wisconsin, United States
$55k-$60k/yr OnsiteFull Time
1+ YOEProvide client and advisor support, process account administration and transfers, maintain accurate client records, and support project/workflow and process improvement; bachelor’s preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
1mo
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Fortifi Bank - Commercial Loan Coordinator
Berlin or Oshkosh or Green Bay
OnsiteFull Time
Provide administrative support to business bankers, prepare loan files, coordinate loan production, run reports, handle client correspondence; strong client service, communication, attention to detail, multitasking, confidentiality, problem-solving; experience preferred.