27 client services coordinator jobs at 20 companies in Franklin, 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.
Healthcare Plus: Provides professional in-home skilled nursing and personal care services.
No prior experience required; training provided. Requires compassion, organization, multitasking, communication, teamwork, and CNA certification. Bilingual ability is a plus.
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.
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.
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.
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.