10 client services coordinator jobs at 7 companies in Verona, WI
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Lending Client Coordinator
Johnson Creek, Wisconsin, United States
$42k-$67k/yrHybridFull Time
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
Compeer Financial: Provides financial services and crop insurance to agricultural producers.
High school diploma required; associate degree preferred. Requires crop insurance license within three months, accuracy, client service, communication, agricultural and crop insurance knowledge, and proficiency with named business systems.
Microsoft Office, Salesforce, Onbase, Power BI, ServiceNow, Microsoft Excel
Foresight Financial GroupOTCQX: FGFH: Provides community banking and financial services in Northern Illinois.
5+ YOEHigh school diploma required, bachelor's preferred; 5+ years in commercial banking client services or equivalent. Requires driver's license, transportation, auto insurance, Microsoft 365, and Jack Henry proficiency.
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Experienced client service professional needed to coordinate surgery appointments, provide client service, manage records and correspondence, explain fees, process payments, and support pet owners.
Compeer Financial: Provides financial services and crop insurance to agricultural producers.
0+ YOEAssociate's degree or equivalent education and experience; 0-5 years related experience. Requires closing agent license, notary commission, driver's license, and lending, title insurance, legal document, accounting, and client service knowledge.
Project Coordinator / Sales Support / Order Management
Madison, Wisconsin, United States
HybridFull Time
Atmosphere Commercial Interiors: Provides commercial furniture and design services for workplaces.
2+ YOEAssociates degree required (bachelor's preferred), minimum 2 years client service/project coordination or order management experience, proficiency with Microsoft Excel/Outlook/Teams, strong communication and problem-solving skills.
Microsoft Excel, Microsoft Outlook, Microsoft Teams
Edward Jones: Provides personalized financial advice and wealth management services.
Provide client service, support account management, perform administrative tasks, assist financial advisors, coordinate marketing activities, and use financial and office software.
Integrity Marketing Group: Distributes life, health and wealth insurance products via technology.
Provide front-desk client service, answer and screen calls, support agents with administrative tasks, coordinate appointments, perform data entry, maintain office records and supplies; organized and customer-focused.