9 client services administrator jobs at 6 companies in Two Rivers, WI
2w
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Branch Office Administrator
Plymouth, Wisconsin, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, marketing assistance, and financial services operations while learning firm systems and programs.
MoneyGuide, Salesforce, Microsoft Office
4d
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Branch Office Administrator
Fond du Lac, Wisconsin, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing coordination, and technology assistance; requires computer literacy, communication, analytical thinking, and attention to detail.
MoneyGuide, Salesforce, Microsoft Office
3w
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Branch Office Administrator
Fond du Lac, Wisconsin, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, documentation, marketing assistance, and technology support for financial advisors; requires computer literacy and analytical, communication, and collaboration skills.
MoneyGuide, Salesforce, Microsoft Office
2w
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Branch Office Administrator - Plymouth, WI
Plymouth, Wisconsin, United States
OnsiteFull Time
Provide administrative support to financial advisors including client service, account processing, scheduling, documentation, and marketing support; proficiency with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
4w
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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
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
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
1mo
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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.