45 client services administrator jobs at 15 companies in Wales, WI
5d
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Licensed Client Service Administrator
United States or Germantown
$60k-$70k/yr RemoteFull Time
Series 7/66, state Life and Health insurance licenses, financial advisor implementation experience, strong communication and detail skills, and knowledge of Microsoft Office, Salesforce, and DocuSign.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign
4w
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Client Service Administrator - Gateway Associates
Germantown or Wisconsin
$60k-$70k/yr HybridFull Time
Series 7/66 and state life & health licensing, experience supporting financial advisors, strong communication and attention to detail, Microsoft Office, Salesforce, DocuSign proficiency.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Salesforce, DocuSign
1mo
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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
2w
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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
4d
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Client Service Associate - NR
Mequon or St. Louis or New York City or San Francisco or Baltimore or London or Frankfurt or Toronto
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, two years of clerical or related industry experience, administrative and customer service skills, investment brokerage knowledge, and proficiency in Microsoft Office applications.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
2w
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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
4d
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Client Service Associate - NR
Mequon, Wisconsin, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years of clerical or related industry experience, and proficiency in Microsoft Excel, Word, PowerPoint, and Outlook.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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IP Operations Administrator
Brookfield, Wisconsin, United States
OnsiteFull Time
Prior legal assistant or secretary experience, preferably in intellectual property law; strong organization, communication, client service, Microsoft Office proficiency, patent docketing software experience, and ability to prioritize deadlines.
Microsoft Office, Anaqua, Legal Tracker
2mo
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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
4d
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Account Support Services II
Milwaukee or Cincinnati or Columbus or Omaha
RemoteFull Time
2+ YOEPreferred bachelor's degree in business administration or related field, 2–4 years of client services experience, financial services background, analytical and organizational skills, and Microsoft Office Suite and Adobe Acrobat proficiency.
Microsoft Office Suite, Adobe Acrobat
13h
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Non-Reg On-Caller - Mcfarland, WI
McFarland, Wisconsin, United States
OnsitePart Time
Requires client service, administrative, account management, analytical, communication, collaboration, computer literacy, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
3w
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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.
1mo
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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.
2w
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Overnight Veterinary Assistant
Oak Creek, Wisconsin, United States
OnsiteFull Time
Veterinary assistant supporting emergency care through triage, nursing care, diagnostics, medication administration, phlebotomy, anesthesia monitoring, patient discharge, and client communication.
Trupanion, BluePearl University
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.
2w
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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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