20 client services coordinator jobs at 14 companies in Delafield, WI
1mo
Save
Mark Applied
Hide
1mo
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
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.
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.
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.
WisHope Recovery: Providing evidence-based addiction treatment and mental health recovery services.
Provides supervision, transportation, daily living support, medication supervision, recovery education, facility coordination, and behavioral observation for clients with substance use and mental health conditions.