33 client services coordinator jobs at 24 companies in Caledonia, 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
Community Medical Services: Provides outpatient medication-assisted treatment for opioid use disorders.
High school diploma/GED, at least one year of customer service and front desk experience, computer and electronic health record skills, communication, organization, confidentiality, and conflict-resolution abilities.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Electronic Health Record (EHR), Recovery Connect, telephone, printer, fax machine, copier, internet, web browser
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
Pioneer Center for Human Services: Provides social services for disabilities, mental health, and homelessness.
1+ YOEProvide case management and advocacy for adults with intellectual disabilities; prepare and enter assessments and progress notes in EHR; write client goals, train staff, and ensure regulatory compliance.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, SmartCare, EHR
Banfield Pet Hospital: Provides preventive veterinary care and pet health services.
Provide exceptional client service, manage client/pet flow, complete documentation, schedule appointments, handle transactions, educate clients on wellness plans, and support veterinary team.
North Shore Pediatric Therapy: Provides interdisciplinary therapy services for children with developmental needs.
Provide family-facing support, manage schedules and cancellations, coordinate with clinicians, conduct local outreach and events, maintain clinic operations, and drive online family engagement.
Banfield Pet Hospital: Provider of comprehensive preventive veterinary care for pets.
Strong customer service, multitasking, verbal and written English communication, organizational and problem-solving skills; ability to perform basic math and manage transactions.
2+ YOEProvide client service and benefits administration support for medical, dental, vision, life, and disability programs; coordinate enrollments, billing, claims, and documentation. Requires strong communication, organization, and benefits knowledge.
Microsoft Excel, Microsoft Office, agency management systems
Chicago or Indianapolis or Nashville or Detroit Lakes or Milwaukee
$60k-$121k/yrOnsiteFull Time
Old National Bank: Provides personal and business banking and wealth management services.
Selling merchant services to commercial clients, developing relationships, meeting sales targets, and coordinating onboarding and client service; strong communication, problem-solving, and Microsoft Office/Salesforce proficiency.
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.
North Shore Senior Center: Providing support and wellness services for older adults.
Bachelor's degree in social science/social service or RN/LPN with program experience; current driver\u0002s license, auto insurance and vehicle; Microsoft Office skills; able to meet clients in homes and coordinate community resources.
BluePearl: Provides emergency and specialty veterinary medical care services.
Experience coordinating patient and client flow in a veterinary hospital, triaging medical calls, facilitating client/doctor communication, performing ER follow-up, and using hospital census systems.
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.
Alera Group: National firm providing insurance brokerage and financial services.
2+ YOEProvide client service and benefits administration support, manage enrollments and documentation, collaborate with carriers and teams, and maintain compliance; Life & Health license required or obtainable.
agency management systems, Microsoft Office, Microsoft Excel
European Service at Home: Provides non-medical home care and personal assistance to seniors.
Provide client-centered case management and supervise home care aides; strong English and Spanish communication, organizational skills, basic computer proficiency, high school diploma required.