9 client services consultant jobs at 5 companies in DeForest, WI
2w
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Client Relationship Consultant 2 (Banker) Ripon, WI (Part-time 19 hours)
Ripon, Wisconsin, United States
$20-$25/hr OnsitePart Time
3+ YOEHigh school diploma or equivalent and 3–4 years of retail banking experience or equivalent training. Requires client relationship, communication, customer service, banking product, and digital service skills.
digital products, self-service technologies
3mo
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Client Relationship Consultant 2 (Banker) - East Towne Madison
Madison, Wisconsin, United States
$20-$25/hr OnsiteFull Time
3+ YOE3-4 years customer service and sales experience; high school diploma; NMLS registration required; bilingual in English and Spanish preferred.
NMLS, digital banking platforms, CRM systems
3mo
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VP, Financial Consultant- Madison, WI
Middleton, Wisconsin, United States
$70k-$95k/yr OnsiteFull Time
Active FINRA Series 7 license required; obtaining Series 66 (63/65) and Life & Health Insurance licensure during tenure; strong relationship-building and client service skills.
2d
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Showroom Design Consultant - Madison
Madison, Wisconsin, United States
$20-$23/hr OnsiteFull Time
Customer service and interior design aptitude required. Must meet sales goals, use a POS system, work Saturdays, perform light lifting, and develop client relationships; formal design education or experience is not required.
POS system
2mo
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Tax Senior Manager, Private Client & Family Office Services
Denver or Anchorage or San Francisco or San Jose or San Diego or Walnut Creek or Seattle or Spokane or Los Angeles or Costa Mesa or Las Vegas or Salt Lake City or Phoenix or Cincinnati or Columbus or Cleveland or Nashville or Akron or Detroit or Grand Rapids or Kalamazoo or Pittsburgh or Austin or Dallas or Houston or Fort Worth or San Antonio or Tulsa or Chicago or Indianapolis or Madison or Milwaukee or Minneapolis or Oak Brook or Potomac or Omaha or Rosemont or Fort Lauderdale or Jacksonville or Miami or Orlando or Tampa or West Palm Beach or Baltimore or Columbia or McLean or Washington or Cherry Hill or Philadelphia or Wilmington or Woodbridge or Boston or Stamford or New York or Atlanta or Charlotte or Greenville or Norfolk or Raleigh or Richmond or Boulder or Troy or Melville
$120k-$225k/yr OnsiteFull Time
8+ YOE4+ Mgmt8+ years accounting experience with a Bachelor’s (or 10+ years with HS), 4+ years supervisory experience, consultative tax/advisory skills, CPA preferred, Microsoft Office proficiency, experience with accounting platforms and BDODrive, ability to travel ~25%.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, QuickBooks Online (QBO), Microsoft NAV, Bill.com, SEI Archway, Qvinchi, BDODrive, CRM
2mo
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Customer Success Associate
Madison, Wisconsin, United States
$34k-$57k/yr HybridFull Time
Bachelor's degree or equivalent B2B client service experience; consultative customer service skills; strong organization, communication, and analytical ability; Salesforce and Microsoft Office proficiency.
SalesForce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2mo
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Customer Success Associate
Madison, Wisconsin, United States
$34k-$57k/yr OnsiteFull Time
2+ YOEBachelor's degree or equivalent B2B client service experience; strongly preferred 2 years B2B experience; consultative customer service, order lifecycle management, cross-selling, Salesforce and Microsoft Office proficiency, strong communication and problem-solving skills.
SalesForce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
2mo
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Relationship Banker
Mount Horeb, Wisconsin, United States
$17-$30/hr OnsiteFull Time
1+ YOEProvide consultative sales and client service, cross-sell products, meet sales targets, maintain regulatory compliance; high school/GED and 1+ year relationship-based consultative sales experience required; NMLS eligible/registered.
2mo
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Relationship Banker
Janesville, Wisconsin, United States
$17-$30/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, minimum 1 year relationship-based client consultation or sales experience, NMLS eligible/registered, banking experience preferred, ability to meet sales and service targets.