Menomonee Falls • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Menomonee Falls • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Menomonee Falls • 50 milesRemote · Hybrid · Onsite · Field · All Environments
Menomonee Falls • 50 milesRemote · Hybrid · Onsite · Field · All Environments
34 client services administrator jobs at 16 companies in Menomonee Falls, WI
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Branch Office Administrator
Lake Geneva, Wisconsin, United States
$21-$23/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, correspondence, marketing assistance, and technology use while supporting financial advisors and client accounts.
MoneyGuide, Salesforce, Microsoft Office
1w
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Branch Office Administrator - Cedarburg, WI
Cedarburg, Wisconsin, United States
OnsiteFull Time
Provide exceptional client service, account administration, scheduling, documentation, and support to financial advisors; strong attention to detail, analytical thinking, digital literacy, and conversational skills required.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Client Specialist
Milwaukee, Wisconsin, United States
OnsiteFull Time
2+ YOEBachelor's degree, 2+ years of industry or administrative experience, strong client service and communication skills, Microsoft Office proficiency, analytical ability, and required securities licenses or willingness to obtain them.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, Twitter, PowerPoint
2mo
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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
3mo
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Client Service Associate - NR
Mequon, Wisconsin, United States
OnsiteFull Time
2+ YOEHigh School diploma; 2 years clerical/related industry experience; proficient with MS Office; ability to open and maintain client accounts; strong customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
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
6d
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Office Services Specialist
Milwaukee, Wisconsin, United States
OnsiteFull Time
Requires client service, communication, teamwork, organization, flexibility, Microsoft Office Suite proficiency, physical ability to lift and move files, and a valid driver's license.
Microsoft Office Suite
1mo
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IP Operations Administrator
Brookfield, Wisconsin, United States
OnsiteFull Time
Prior legal assistant or legal secretary experience, preferably in intellectual property law; strong organization, communication, client service, Microsoft Office proficiency, and ability to prioritize deadlines.
Microsoft Office, Anaqua, Legal Tracker
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
1w
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SUPERVISOR, TECHNICAL-ADMINISTRATIVE, WDL-CLIENT SERVICES; FULL TIME - 1ST SHIFT
Milwaukee, Wisconsin, United States
OnsiteFull Time
4+ YOEBachelor's in a biological/clinical science, ASCP within one year where applicable, minimum 4 years clinical laboratory experience, supervisory experience, competency with Laboratory Information System and quality/regulatory processes.
Laboratory Information System (LIS)
1mo
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Scheduling Specialist
Franklin, Wisconsin, United States
OnsiteFull Time
1+ YOEHigh school/GED required; 1+ year administrative or client-facing experience in medical/therapeutic setting preferred; strong organization, communication, HIPAA knowledge, and customer service skills.
3w
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Part-Time Receptionist
Cedarburg, Wisconsin, United States
$14-$15/hr OnsitePart Time
Reliable, professional receptionist to answer phones, greet visitors, perform clerical tasks (typing, data entry, filing), and direct clients; customer-service orientation and attention to detail required.
1mo
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Team Lead, Employer Analyst
Maitland or Milwaukee
$53k-$90k/yr HybridFull Time
3+ YOE3+ years in employer implementations, benefits administration, operations or client service; strong leadership, coaching, problem-solving, and Microsoft Office proficiency.
Microsoft Excel, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint
1mo
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Overnight Certified Veterinary Technician - Emergency
Glendale, Wisconsin, United States
$21-$40/hr OnsiteFull Time
Certified veterinary technician to perform anesthesia, triage, radiography, phlebotomy, IV catheter placement, CPR, medication administration, mentoring, and client communication in an emergency hospital.
1mo
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Emergency Veterinary Technician
Greenfield, Wisconsin, United States
$20-$28/hr OnsiteFull Time
Experience in emergency/critical veterinary care, venipuncture/IV catheter placement, medication administration, anesthesia monitoring, diagnostic imaging, lab procedures, and patient/client communication.
3w
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Caregiver
Kewaskum, Wisconsin, United States
$16/hr FieldFull Time
0+ YOEHigh school diploma or GED, age 18+, valid driver’s license, willing to complete paid training (CPR, de-escalation, medication administration); no prior experience required; ability to provide personal care, transport clients, and remain awake for 24/7 care.
1w
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Direct Support Professional (DSP)
Whitewater, Wisconsin, United States
$16-$18/hr OnsitePart Time
Must be 21+, high school diploma/GED, valid Wisconsin driver's license/clean record, completion of pre-employment physical/TB/background check and required trainings; able to provide transportation, medication administration, light housekeeping, and client support.
2mo
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Senior Fund Accountant (Fund Administration)
Minneapolis or Orlando or Salt Lake City or Milwaukee or Sacramento or Atlanta or Dallas or King of Prussia
$65k-$113k/yr OnsiteFull Time
2+ YOEMinimum 2 years relevant accounting/financial experience, Bachelor's degree required (or equivalent experience). Experience with month-end close, account reconciliations, financial statements, AP/AR, client service, and supervising associates.
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