20 client services coordinator jobs at 16 companies in Brookfield, WI
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Client Services Coordinator - Wealth Advisory - Shared Services Center
Minneapolis or Spokane or Orlando or Milwaukee or St Louis or King of Prussia
$25-$32/hrOnsiteFull Time
CliftonLarsonAllen: Professional services firm providing audit, tax, and consulting services.
2+ YOE2 years experience (financial industry preferred); high school diploma or equivalent; strong computer skills with Tamarac CRM, Laserfiche, Microsoft Office, Adobe, DocuSign, MoneyLink, Schwab; ability to process client paperwork and handle client service tasks.
Tamarac CRM, Laserfiche, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Adobe, DocuSign, MoneyLink, Schwab
Compeer Financial: Provides financial services and crop insurance to agricultural producers.
Provide front-line client service, perform loan servicing and monetary accounting, manage documents and office coordination, use Microsoft Word/Excel/Outlook, maintain accuracy and compliance; high school diploma/GED preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Windows
LONG TERM CARE CLIENT SERVICES REP, WDL; CASUAL - Varied Shifts
Milwaukee, Wisconsin, United States
OnsitePart Time
Froedtert Health: Provides academic healthcare, medical research, and education in Wisconsin.
1+ YOEHigh school diploma required; ~1 year healthcare experience preferred. Responsibilities include answering client calls, order entry/QA in LIS, maintaining metrics, coordinating phlebotomy logistics, and documenting dispatches.
NCG Hospitality: A conference center managed by NCG Hospitality that provides event, meeting, and hospitality services.
Experience in food & beverage, event setup, and basic audiovisual equipment; client coordination, BEO and floorplan creation; strong customer service, communication, and organizational skills; related degree or work experience.
Centers for Independence: Providing healthcare and employment services to people with disabilities.
2+ MgmtMaster's degree (or Bachelor's with 4 years equivalent experience), minimum 2 years supervisory experience, valid Wisconsin driver's license and auto insurance, ability to assist clients with ADLs, familiarity with Microsoft Word and Excel, 40–50% community travel.
TCL Supply ChainXETRA: DHL: Provides temperature-controlled logistics and distribution for grocery retailers.
Scheduling and assigning drivers, coordinating deliveries to meet client deadlines, recruiting and managing contractor drivers, handling daily billing/settlements via eCourier, proficiency with Microsoft Excel/Office, strong communication and customer-service skills.
Catholic Charities of the Archdiocese of Chicago: Provides social services and humanitarian aid to people in need.
0+ YOEAssess elderly and frail clients, develop care plans, provide case management, travel to communities, document accurately, collaborate with teams.
Auxiant: A third-party administrator delivering employee benefits and enrollment services.
Process enrollments/changes/terminations for clients; strong written and oral communication, Microsoft Word/Outlook/Excel proficiency, attention to detail, organization, and customer service experience.
Microsoft Word, Microsoft Outlook, Microsoft Excel
Client Service Representative Medical Technologist - Full Time - First Shift
West Allis, Wisconsin, United States
$31-$46/hrOnsiteFull Time
Advocate Health: Provides integrated clinical care through a network of hospitals.
0+ YOEASCP MT or MLS certification, Bachelor's in Clinical Laboratory Sciences, ability to coordinate client calls, report results, and use laboratory databases; no prior experience required.
Youth & Family Counseling: Providing affordable and accessible mental health counseling services.
Conduct client assessments, deliver billable case management, maintain EHR documentation, coordinate referrals, and manage clinical emergencies; BSW/BA or Master’s in related field and driver’s license required; Spanish preferred.
TeamLogic IT Memphis: Local managed IT and cybersecurity services for businesses.
Coordinate and prioritize incoming IT service requests, assign and schedule technicians, monitor SLAs, maintain ticketing records, communicate with clients, and generate service reports. Experience in MSP dispatch or service coordination preferred.
Account Executive - Life & Health (Fond du Lac, WI)
Fond du Lac, Wisconsin, United States
OnsiteFull Time
Dimond Bros. Insurance: Independent agency providing insurance and risk management solutions to clients.
Experience managing group/individual benefits, client needs assessment, benefits guidance, and coordinating open enrollment; strong client service and cross-functional collaboration.
Clarvida: Provides behavioral health, mental health, and foster care services.
Bachelor's in a human services field required; CWEL preferred. Valid driver's license and active auto insurance required. Must coordinate wraparound services, develop treatment plans, complete case documentation, and provide transportation for client visits.
Oversee inbound material receiving, verify manifests and DOT paperwork, record weights, enter loads into Digital Waste/Acumatica/SharePoint, and coordinate with scheduling, operations, client services, and lab.