25 client services coordinator jobs at 17 companies in West Bend, WI
1mo
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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/hr OnsiteFull Time
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
1mo
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Client Services Coordinator - Part Time
Milwaukee, Wisconsin, United States
OnsitePart Time
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
1mo
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Lending Client Coordinator
Johnson Creek, Wisconsin, United States
$42k-$67k/yr HybridFull Time
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
3mo
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Showroom & Client Experience Coordinator
Milwaukee, Wisconsin, United States
$20-$23/hr HybridFull Time
0+ YOECustomer service, scheduling, CRM familiarity; strong communication; organized; multitask in a showroom setting.
CRM, Computer software
2mo
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Service Coordinator- CLTS
Milwaukee, Wisconsin, United States
OnsiteFull Time
4+ YOECoordinate CLTS services, manage 50-55 client caseload, ensure waiver rule compliance, attend trainings, assist families with resources.
MS Excel, Billing software, Computer, Scanner, Fax, Telephone
12h
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Client Success Manager (MedInsight)
Seattle or Atlanta or Appleton or Boise or Wakefield or South Burlington or Chicago or Dallas or Windsor or Houston or Indianapolis or Little Falls or Pasadena or Brookfield or Eden Prairie or Omaha or Irvine or Berwyn or Phoenix or Portland or Portland or San Diego or San Francisco or St. Louis or Salt Lake City or Tampa or Walnut Creek
$79k-$145k/yr RemoteFull Time
5+ YOEBachelor’s degree or equivalent experience; 5+ years in data analytics, healthcare, or related fields; client operations, cross-functional coordination, healthcare data, and strong communication skills.
Databricks, Microsoft Azure, Azure DevOps, Jira, Python, R, SQL, EHR
2w
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Assistant Wedding Coordinator
Milwaukee, Wisconsin, United States
$150/day HybridContract
Organized, professional, client-focused; assists with event setup, vendor coordination, guest management, and timeline execution; weekend availability for events.
2w
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Merchant Services Cnslt III
Chicago or Indianapolis or Nashville or Detroit Lakes or Milwaukee
$60k-$121k/yr OnsiteFull Time
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.
Microsoft Office, Salesforce
1mo
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Conference Services Manager
Brookfield, Wisconsin, United States
OnsiteFull Time
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.
1mo
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Fortifi Bank - Commercial Loan Coordinator
Berlin or Oshkosh or Green Bay
OnsiteFull Time
Provide administrative support to business bankers, prepare loan files, coordinate loan production, run reports, handle client correspondence; strong client service, communication, attention to detail, multitasking, confidentiality, problem-solving; experience preferred.
1mo
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Emergency Patient Care Coordinator
Oak Creek, Wisconsin, United States
OnsiteFull Time
2+ YOE2 years specialty/emergency veterinary experience required; CVT required; strong communication, triage, and client-service skills.
Cornerstone
3mo
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Physical Therapist Assistant - Home Care Hartford
Washington County or Milwaukee County or Oak Creek
FieldFull Time
Implements therapist-directed treatment plans in clients' homes, documents care, coordinates interdisciplinary services, and seeks clinical skill development.
2mo
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Dispatcher
Germantown, Wisconsin, United States
OnsiteFull Time
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.
Autotask PSA
19h
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Emergency Assistance Specialist - Milwaukee, WI
Milwaukee, Wisconsin, United States
OnsiteMultiple Commitments Available
0+ YOEHigh school diploma or GED and 0–2 years of relevant professional experience, or an equivalent combination of education and experience. Requires case management, multitasking, client assessment, service coordination, and documentation skills.
4w
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Branch Office Administrator
Grafton, Wisconsin, United States
$24-$26/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing coordination, and financial-services operations using strong communication, analytical, organizational, computer, and teamwork skills.
MoneyGuide, Salesforce, Microsoft Office
3w
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Receiving Clerk
Wauwatosa, Wisconsin, United States
$25/hr OnsiteFull Time
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.
Digital Waste, Acumatica, Microsoft SharePoint
1w
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Behavioral Health Technician
Waukesha, Wisconsin, United States
$18-$20/hr OnsitePart Time
Provides supervision, transportation, daily living support, medication supervision, recovery education, facility coordination, and behavioral observation for clients with substance use and mental health conditions.
2w
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FT Supervisor - Morgan
Milwaukee, Wisconsin, United States
OnsiteFull Time
1+ YOE1+ MgmtSupervisory experience overseeing CBRF operations for adults with severe mental illness; client assessments, treatment planning, medication coordination, DHS 83 compliance, Microsoft Office proficiency, valid Wisconsin driver’s license and vehicle insurance.
Microsoft Word, Microsoft Teams, Microsoft Outlook, Microsoft Excel
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