36 client services coordinator jobs at 29 companies in Wisconsin
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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
3w
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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
1mo
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Client Relationship Coordinator - Private Wealth
Rockford or California or District of Columbia or New Jersey or New York or Colorado or Connecticut or Delaware or Illinois or Massachusetts or Maryland or Minnesota or Pennsylvania or Rhode Island or Texas or Washington or Wisconsin
$34k-$60k/yr HybridFull Time
Bachelor's degree or equivalent; strong communication, organization, and attention to detail; experience in financial services preferred; ability to manage client engagement and maintain Salesforce CRM.
Salesforce CRM
2mo
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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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Client Care Coordinator/Office Administration
Superior, Wisconsin, United States
$35k-$45k/yr HybridFull Time
3+ YOEHigh school diploma required; bachelor’s degree preferred; strong admin, customer service, MS Office; 3+ years admin experience; familiarity with RMS, Xactimate, TSheets, PDConnect, SharePoint, OneDrive; ability to work independently; highly organized with excellent communication.
RMS, Xactimate, TSheets, PDConnect, SharePoint, OneDrive, Microsoft Office 365
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
1w
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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.
1w
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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
1w
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FAMILY SERVICES SPECIALIST
Waushara County, Wisconsin, United States
$21-$23/hr FieldFull Time
3+ YOEProvide supervised visitations, family education, documentation, transport clients, coordinate community events; high school diploma required, bachelor\u0002s preferred, 3+ years child and family services experience preferred, current driving license and auto insurance required, obtain Comprehensive Community Services rehabilitation certification.
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.
3w
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Project Coordinator / Sales Support / Order Management
De Pere, Wisconsin, United States
OnsiteFull Time
2+ YOECoordinate order lifecycle and project execution; 2+ years client service/project coordination experience; associates degree required; proficiency with Microsoft Office (Excel, Outlook, Teams); strong communication and problem-solving.
Microsoft Excel, Microsoft Outlook, Microsoft Teams, Microsoft Office
1mo
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SDS RX Logistics Coordinator
West Allis, Wisconsin, United States
$52k-$57k/yr OnsiteFull Time
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.
eCourier, Microsoft Office, Microsoft Excel
3w
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Tax Coordinator
Alabama or Arizona or Arkansas or Delaware or Florida or Georgia or Idaho or Indiana or Iowa or Kansas or Maryland or Massachusetts or Missouri or Montana or Nebraska or New Hampshire or New Jersey or New Mexico or North Carolina or Ohio or Oklahoma or Pennsylvania or South Carolina or Tennessee or Texas or Utah or Virginia or Wisconsin
RemoteFull Time
Experience in tax or accounting firms preferred; strong communication, organization, client service, Microsoft Office and Adobe proficiency; ability to manage multiple priorities and pass background checks.
Microsoft Office, Adobe
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.
3w
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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
2mo
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Engineering Manager, MEP/S Services Mid-West Region
Eau Claire or Minneapolis
$135k-$175k/yr HybridFull Time
Lead and grow MEP/S design services; manage teams; coordinate with multiple offices; ensure QA/QC; recruit and mentor staff; develop proposals; client engagement.
AutoCAD, Revit, Microsoft Excel, Microsoft Word
3d
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Senior Tech Support, Sales, & Service Center Coordinator (Work From Home)
Saint Croix Falls or United States
RemoteFull Time
3+ YOE3+ Mgmt3+ years tech support, sales, and team leadership; strong phone and written communication; CRM/ticketing experience; Microsoft 365/Teams proficiency; remote-work experience; ability to drive sales and client retention.
Microsoft Teams, Microsoft 365, Microsoft Office, Repairshopr, SyncroKeeper Password Manager, ConnectWise Manage, ConnectWise Automate, ConnectWise Control, ConnectWise CPQ, BrightGauge
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.
1mo
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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
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