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Client Accounting Services Department Manager
Fort Atkinson, Wisconsin, United States
HybridFull Time
10+ YOE5+ Mgmt10+ years in accounting/CAS,5+ years leadership in CAS,experience building/scaling CAS practices,knowledge of accounting standards and payroll,team leadership and client advisory skills; CPA preferred.
1w
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Client Services Consultant II
Aurora or Bloomington or Brookfield or Omaha
$65k-$86k/yr HybridFull Time
5+ YOE5+ years insurance/account management experience, strong communication and organizational skills, proficient in Microsoft Office; bachelor’s degree and disability product experience preferred.
Microsoft Office
2mo
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Manager, Client Accounting Services - Family Office
Frisco or Philadelphia or Houston or Milwaukee or Dallas or Austin or Madison
$67k-$160k/yr HybridFull Time
5+ YOEBachelor's degree required; CPA and/or MBA preferred. 5+ years progressive accounting experience, GAAP proficiency, advanced accounting knowledge, QuickBooks On-line (QBO) or Sage Intacct experience, and MS Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, QuickBooks On-line (QBO), Sage Intacct
1mo
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Client Services Representative/Shift Lead - Milwaukee Campus
Milwaukee, Wisconsin, United States
$15-$16/hr OnsiteFull Time, Part Time
Supervise client services workflow, support animal care standards, adjust schedules, train staff/volunteers, triage emergent situations, work evenings/weekends/rotating holidays, and routinely lift up to 50 lbs.
2w
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ACCOUNT MANAGER, CLIENT SERVICES
Milwaukee, Wisconsin, United States
$79k-$83k/yr FieldFull Time
3+ YOEBachelor's degree or equivalent experience; 3-5 years client management or client support experience; advanced Microsoft Office; strong communication, time-management, problem-solving, root cause analysis, and cross-functional collaboration skills.
Microsoft Office, CRM
3w
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Senior Client Project Manager
Milwaukee, Wisconsin, United States
OnsiteFull Time
9+ YOEBachelor's in business or operations required, 9+ years program/project management experience, 5+ years in financial services preferred, proven delivery leadership, ability to lead teams of 10+, strong data-driven reporting and communication.
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.
2w
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ACCOUNT MANAGER, CLIENT SERVICES
Milwaukee, Wisconsin, United States
$79k-$83k/yr FieldFull Time
3+ YOEBachelor's degree or equivalent,3+ years client management experience,advanced Microsoft Office and CRM skills,excellent communication,time-management and problem-solving skills.
CRM, Microsoft Office
2w
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Client Success Manager II
Jacksonville or Atlanta or New York City or Milwaukee
$56k-$96k/yr OnsiteFull Time
3+ YOE3-5 years in client success/account management, bachelor\u0002s degree, fintech product knowledge, strong communication and presentation skills, analytics experience with Tableau, ability to drive adoption and retention.
Tableau
1mo
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Client Relationship Manager
Milwaukee or Wisconsin
$99k-$124k/yr RemoteFull Time
4+ YOEResponsible for new business implementation, asset retention and growth, and client satisfaction; requires 4+ years in financial services (or 2+ in defined contribution), FINRA Series 6/7/63, state insurance license, bachelor’s degree preferred, and ability to travel frequently.
1mo
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Associate Client Service Manager
Brookfield, Wisconsin, United States
HybridFull Time
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency with Microsoft Office, relationship-building, adaptability, collaboration; preferred: associate degree, professional certification, client relationship experience.
Microsoft Office
2mo
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Client Experience Specialist
Milwaukee, Wisconsin, United States
HybridFull Time
Relationship-focused professional with strong client service, onboarding, product adoption, and cross-functional collaboration; able to manage multiple accounts and lead strategic outreach.
2mo
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Client Service Specialist
Waukesha, Wisconsin, United States
$55k-$70k/yr OnsiteFull Time
1+ YOE1+ years in client service or financial services; strong organization, communication, and time management; detail-oriented; proficient with Google Workspace; quick learner.
Google Workspace, Salesforce
3w
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Voluntary Benefits Client Relationship Management
Chicago or St. Louis or Chicago or Indianapolis or Minneapolis or Milwaukee
$119k-$238k/yr HybridFull Time
5+ YOEBachelor's degree, 5+ years consultant/client management experience, voluntary benefits subject-matter expertise, life/health license (or ability to obtain), strong financial acumen and communication skills.
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
6d
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Private Client Services Relationship Manager (RM)
Milwaukee, Wisconsin, United States
OnsiteFull Time
6+ YOEBachelor's preferred,6+ years in financial industry in client-facing/business development roles; strong credit analysis skills; Series 65/66/CFP ideal; advanced designations (CFP,CWS,CFTA,CFA,ChFC,CPA,JD) and NMLS registration for experienced hires.
Microsoft Office, CRM
1w
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Client Experience Partner
Pewaukee, Wisconsin, United States
HybridFull Time
2+ YOE2+ years customer success/account management experience, associate degree or equivalent, strong communication, client advocacy, account retention/expansion, presentation and Microsoft Office proficiency.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2w
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Client Service Representative
Waukegan, Illinois, United States
$17-$28/hr OnsiteFull Time
2+ YOEHigh school diploma/GED,2-3 years cash handling experience,excellent customer service,ability to lift heavy boxes,vault management,CTR record keeping; bilingual Spanish highly desired.
1w
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Tax Manager, Private Client & Family Office Services
Seattle or Los Angeles or Washington or Troy or New York or Houston or Chicago or Grand Rapids or Owings Mills or Columbia or Richmond or Memphis or Raleigh or Boston or San Jose or San Francisco or Austin or Kalamazoo or Spokane or Denver or Fort Worth or Atlanta or Orlando or Dallas or Wilmington or Phoenix or San Antonio or Milwaukee or Madison or McLean or Melville or Woodbridge or Stamford or Miami or Philadelphia or Charlotte or Greenville or West Palm Beach or Costa Mesa or Fort Lauderdale or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus or Akron or Cherry Hill or Tampa or Minneapolis or Anchorage or Salt Lake City or Norfolk or Jacksonville or Boulder or Nashville or Oak Brook or Las Vegas or Indianapolis or San Diego or Potomac or Walnut Creek or Baton Rouge or Biloxi or Omaha
$90k-$125k/yr OnsiteFull Time
6+ YOE6+ years accounting experience or 7+ years without degree; supervisory experience preferred; bachelor’s in accounting/finance or equivalent; CPA preferred; strong GAAP, tax, communication, and project management skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Intuit’s QuickBooks Online (QBO), Microsoft NAV, Bill.com, BDODrive, SEI Archway, Qvinchi
1mo
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Client Relations Associate
Milwaukee, Wisconsin, United States
OnsiteFull Time
Bachelor's degree required; strong relationship management and communication skills; experience with Salesforce/CRM, PowerSchool, Microsoft Excel, Google suite; valid driver's license; ability to lift 25 lbs; Spanish proficiency desired.
Salesforce, CRM, PowerSchool, Microsoft Excel, Google suite
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