30 client services administrator jobs at 12 companies in Middleton, WI
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Client Services Associate - Middleton, WI
Middleton, Wisconsin, United States
$57k-$76k/yr OnsiteFull Time
2+ YOEAssociate's or bachelor's degree preferred and 2+ years of client services or administrative support experience in financial services, banking, or insurance.
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.
5d
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Branch Office Administrator
Columbus, Wisconsin, United States
$23-$24/hr OnsiteFull Time
Requires client service, account management, administrative support, analytical thinking, attention to detail, computer literacy, and ability to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
20h
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Branch Office Administrator - Rockton, IL
Rockton, Illinois, United States
OnsiteFull Time
Strong client service, administrative, analytical, communication, teamwork, and computer skills; ability to learn financial services, manage accounts, support advisors, and use firm technology.
MoneyGuide, Salesforce, Microsoft Office
3w
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Client Success Representative
Reedsburg, Wisconsin, United States
OnsiteFull Time
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
1mo
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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
3w
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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
3w
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Client Specialist
Madison, Wisconsin, United States
OnsiteFull Time
2+ YOERequires 2+ years of industry or administrative experience, active SIE and securities licenses or willingness to obtain them within 18 months, Microsoft Office proficiency, communication, organizational, analytical, and compliance skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, X
3w
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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
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
1mo
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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
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
1w
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Clinical Receptionist (Float) (4085)
Madison, Wisconsin, United States
OnsiteFull Time
Bilingual Spanish, administrative and client-service experience, computer and word-processing skills, confidentiality knowledge, organization skills, basic accounting ability, driver's license, vehicle access, and favorable driving record.
electronic health record, Dane County CCS portal, computer, calculator, phone, printer, cell phone, facsimile
3mo
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Veterinary Assistant - Dells Animal Hospital
Wisconsin Dells, Wisconsin, United States
$17-$18/hr OnsiteFull Time
1+ YOE1+ year veterinary hospital experience; must be 18+; patient handling, restraint, lab work, radiography, medication administration, record keeping, and client communication skills required.
EKG, syringe pump, anesthetic monitors
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.
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