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47 client services manager jobs at 32 companies in Appleton, WI

3w
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Manager, Client Services
Green Bay, Wisconsin, United States
OnsiteFull Time
MyPath
MyPath: Provides specialized residential and behavioral support for special needs.
3+ YOE2+ MgmtHigh school diploma required (bachelor's preferred); 3 years overseeing multi-site behavioral or CBRF programs; 2 years supervisory experience in human services; valid driver's license with 3-year acceptable driving record; ability to travel; successful caregiver background check, TB, and health screen.
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3w
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Client Success Manager
Green Bay, Wisconsin, United States
$22/hr OnsiteFull Time
Cash Depot
Cash Depot: Provides ATM and air/vacuum machines to retail businesses.
1+ YOEHigh school diploma or GED, 1+ year customer service experience, proficiency with Microsoft Office and basic computer navigation, strong written/verbal communication, confidentiality, multitasking, flexibility, and ability to lift 50+ lbs occasionally.
Microsoft Office
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3w
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Client Success Manager
Green Bay, Wisconsin, United States
$22/hr OnsiteFull Time
Cash Depot
Cash Depot: Nationwide provider of ATM, air/vac, and cash management solutions.
1+ YOEHigh school diploma or GED, 1 year customer service experience, proficiency with Microsoft Office and basic computer navigation, strong written/verbal communication, ability to handle confidential information, flexible schedule, and ability to lift 50+ lbs occasionally.
Microsoft Office
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1w
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Employee Benefits Client Manager, Advisory & Consulting
Green Bay, Wisconsin, United States
OnsiteFull Time
World Insurance Associates
World Insurance Associates: Provides commercial and personal insurance brokerage and financial services.
Leads client service for middle-market employee benefits clients; requires knowledge of fully insured/level-funded plans, Excel and PowerPoint proficiency, strong communication and project management skills, and a state life and health insurance license.
Microsoft Excel, Microsoft PowerPoint
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2w
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Personal Lines Client Service Manager II
Kimberly, Wisconsin, United States
HybridFull Time
Arthur J. Gallagher & Co.
Arthur J. Gallagher & Co.NYSE: AJG: Global insurance brokerage and risk management services provider.
1+ YOE1–3 years insurance or client service experience managing Personal Lines accounts; active P&C license; strong coverage, underwriting, communication, and problem-solving skills; tech-savvy and client-focused.
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2d
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Holdings
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
Provide client service and operational support for onboarding, account administration, and advisor collaboration; bachelor\u0002s preferred; experience in wealth management or client service preferred.
custodial platforms, CRM systems, portfolio management software, Microsoft Office Suite
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2d
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Kestra Financial
Kestra Financial: Empowers independent financial professionals with wealth management platform solutions.
Experience with client onboarding and account administration; strong communication, analytical and organizational skills; familiarity with custodial platforms, CRM and portfolio management systems; bachelor’s degree preferred.
CRM, custodial platforms, portfolio management software, Microsoft Office Suite
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2mo
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Field Manager- Janitorial Services
Green Bay, Wisconsin, United States
$50k-$55k/yr OnsiteFull Time
4M Building Solutions
4M Building Solutions: Provides commercial janitorial, housekeeping, and facility maintenance services.
3+ YOEBilingual Field Manager with 3+ years leadership in janitorial services; oversees cleaning operations, staff supervision, safety, client relations; salary 50-55K plus car allowance.
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1mo
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Alternative Delivery Manager- Rehabilitation - Michels Preconstruction Services, Inc.
Lomira, Wisconsin, United States
OnsiteFull Time
Michels
Michels: Provides global energy, utility, and infrastructure construction services.
10+ YOEBachelor's in construction management or civil engineering, 10+ years project/construction management or equivalent, rehab construction and design-build experience required, strong client management, technical writing, and proposal skills; travel may exceed 50%.
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Advisory Director Client Relationship Executive - Outsourcing
Atlanta or Phoenix or Boston or Portland or Philadelphia or Pittsburgh or Southfield or San Diego or San Francisco or San Jose or Minneapolis or Columbia or Denver or Kansas City or St Louis or Austin or Dallas or Houston or Reno or Hartford or Salt Lake City or Charlotte or Arlington or Edison or Fort Lauderdale or Jacksonville or Orlando or Tampa or Melville or New York or Bellevue or Raleigh or Washington or Appleton or Milwaukee or Cincinnati or Cleveland or Wichita or Baltimore or Oklahoma City or Tulsa
$180k-$220k/yr OnsiteFull Time
Grant Thornton
Grant Thornton: Provides audit, tax, and professional advisory services to businesses.
10+ YOE10+ years sales experience with 5+ years selling professional services; proven new-business hunting, pipeline building, executive engagement, pricing/negotiation, and CRM discipline; bachelor’s required.
ServiceNow, CRM/OneView
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3d
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Controller / Client Advisory Services (CAS)
Green Bay, Wisconsin, United States
HybridFull Time
KerberRose
KerberRose: Accounting firm providing tax, audit, and wealth management services.
6+ YOE2+ MgmtActive CPA, bachelor\u0002s in accounting (or equivalent), 6+ years progressive accounting experience including controller/CAS roles, 2+ years supervising staff, audit experience, and proficiency with QuickBooks Online, Bill.com, and NetSuite.
QuickBooks Online, Bill.com, NetSuite
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1mo
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Director of Trust Support Services, Operations
Green Bay, Wisconsin, United States
$137k-$235k/yr OnsiteFull Time
Associated Bank
Associated BankNYSE: ASB: Provides personal, commercial, and private banking and financial services.
10+ YOE7+ MgmtOversee centralized trust operations; drive efficiency, regulatory compliance, and client service; lead high-performing teams.
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1mo
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Retirement Plan Services Education Specialist (Bilingual Preferred)
Grand Chute, Wisconsin, United States
FieldFull Time
Nicolet National Bank
Nicolet National BankNYSE: NIC: A regional bank providing commercial and personal banking services.
Manage client relationships, deliver employee retirement education (often on-site), develop education plans, maintain regulatory knowledge, and promote retirement services; bachelor’s preferred, bilingual (Spanish) preferred, Microsoft Office proficiency.
Microsoft Office
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2mo
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Sr. Project Manager, Service Lead (Civil, Municipal)
Appleton, Wisconsin, United States
OnsiteFull Time
Westwood Professional Services
Westwood Professional Services: Engineering and design services for infrastructure and energy projects.
10+ YOEBS in Civil Engineering; Licensed Professional Engineer (PE) in WI; 10+ years municipal engineering and project management; strong leadership and client relations.
Microsoft Office
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1mo
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Account Manager
Sheboygan, Wisconsin, United States
OnsiteFull Time
McClone
McClone: An insurance and benefits agency providing client support and enrollment services for individual and employer-sponsored plans.
2+ YOEHigh school diploma, 2+ years customer service experience, Wisconsin Life & Health license within 90 days, AHIP & FFM annual certification as needed, ability to manage client communications, data collection, enrollment documentation, and agent management systems.
CMS
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1w
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General Manager - UW Oshkosh Campus Dining
Oshkosh, Wisconsin, United States
OnsiteFull Time
Aramark
AramarkNYSE: ARMK: Provides food and facility management services to diverse organizations.
Experience managing contracted services, client relationships, budgets, and multi-site operations; leadership of managers; bachelor's degree preferred in food service, hospitality, facilities, or business.
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1mo
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Account Manager - Commercial Lines
Waukesha or Neenah or West Bend
OnsiteFull Time
R&R Insurance Services
R&R Insurance Services: Independent agency providing commercial, personal, and employee benefits insurance.
3+ YOE3+ years insurance service experience in commercial lines, active Property & Casualty license, strong client service and communication skills, proficiency with Microsoft Office and insurance software.
Microsoft Office, insurance software
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1w
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Manager of Digital Workplace
Oshkosh, Wisconsin, United States
$103k-$178k/yr OnsiteFull Time
Oshkosh
OshkoshNYSE: OSK: Manufacturer of specialty trucks, military vehicles and access equipment.
5+ YOE1+ MgmtLead a client services IT team supporting desktops, mobile devices, conferencing, and executive white-glove support; requires bachelor's +5 years experience, 1+ year management, ITIL/COBIT/agile/scrum knowledge, and strong communication.
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1w
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Customer Success Manager, Online Banking & Money Movement
Minneapolis or Cincinnati or Oshkosh or Tempe
$76k-$92k/yr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
1+ YOEBachelor's degree or equivalent experience; 1–4 years client management experience; strong relationship building, problem-solving, presentation, and communication skills; basic account and project management knowledge.
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Operations Manager, 46 Below Cafe at Titletown
Green Bay, Wisconsin, United States
$75k-$94k/yr OnsiteFull Time
Delaware North
Delaware North: Provides food, hospitality, and retail services at venues.
3+ YOE3+ years management in high-volume concession/catering or large venue, familiarity with food & beverage equipment, inventory and cost control, strong leadership, client relationship and financial skills, familiarity with POS/inventory software.
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