106 client services manager jobs at 69 companies in Clinton, WI
3d
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Client Services Manager
Crystal Lake, Illinois, United States
$52k-$54k/yr OnsiteFull Time
1+ YOEBachelor's in Human Services (or related) with 1+ year experience, valid driver's license, ability to perform two-person lifts, pass background/health clearances, complete DSP training and obtain QIDP within 120 days.
2d
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Client Services Representative
Mundelein, Illinois, United States
$16-$20/hr OnsiteFull Time
National Veterinary Associates: Operates a network of veterinary hospitals and pet resorts.
1+ YOE1–2+ years client-facing experience, strong communication, multitasking, time-management, ability to discuss services/pricing, and comfort with client education; veterinary experience preferred.
3w
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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.
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 Service Manager
Crystal Lake, Illinois, United States
$62k-$103k/yr RemoteFull Time
1+ YOEBachelor's degree with 1+ years client service/claims or HS/GED with 3+ years; Property & Casualty insurance license; Microsoft Office proficiency; client relationship and adaptability skills.
Microsoft Office
3w
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Client Services Associate I - Wealth Management Department
Madison or Sun Prairie
$25/hr OnsiteFull Time
1+ YOEAssociate's degree or equivalent,1+ year financial services or client services experience,customer service and problem-solving skills,licensed or obtain WI life & health insurance,SIE,Series 7 and Series 66 within first year.
3w
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Client Service Manager - Madison
Madison, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years client-facing experience in investment/wealth management or brokerage; working knowledge of financial planning, investment, and insurance; strong organization, communication, and multitasking skills.
CRM
4w
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Senior Associate - Client Accounting Services
Madison, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years accounting experience, bachelor’s in accounting or related field preferred; CPA preferred; strong GAAP knowledge, analytical skills, communication, and ability to manage multiple engagements and coach associates.
2w
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Client Care Coordinator (Day Services)
Huntley, Illinois, United States
$24/hr OnsiteFull Time
1+ YOEProvide case management and advocacy for adults with intellectual disabilities; prepare and enter assessments and progress notes in EHR; write client goals, train staff, and ensure regulatory compliance.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Teams, SmartCare, EHR
1mo
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Client Support Manager
Waunakee or Evansville
OnsiteFull Time
5+ YOEAssociate's degree or equivalent experience, 5+ years in banking/financial services with leadership experience; strong knowledge of retail banking products, digital services, KPIs, and advanced computer skills (Word, Excel, Outlook).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, AI
2d
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Employee Benefits Client Manager, Advisory & Consulting
Stoughton, Wisconsin, United States
$80k-$100k/yr OnsiteFull Time
Lead client service for middle-market employee benefits clients; manage strategy, RFPs, carrier negotiations, benchmarking, and present financial insights. Requires state life and health insurance license and strong communication.
EB tools, EB analytics tools, Microsoft Excel, Microsoft PowerPoint
1mo
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ER Client Service Representative
Madison or Middleton
OnsiteFull Time
Experienced client service representative for a veterinary emergency facility; duties include phone triage, greeting clients, processing payments, managing medical records, and facility upkeep.
Workday
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
1mo
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Client Service Associate
Rockford, Illinois, United States
OnsiteFull Time
1+ YOEAssociate's or Bachelor's degree, 1–2 years client service in wealth management, experience on Fidelity or Schwab platforms, strong securities knowledge, Microsoft Outlook/Word/Excel and Salesforce proficiency, excellent communication and teamwork.
Fidelity, Schwab, Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion
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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ER Client Service Representative
Madison or Middleton
OnsiteFull Time
Experience in client service for a veterinary or medical facility; phone triage, payment processing, customer greeting, record management, and basic facility maintenance; strong communication skills.
2w
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Client Experience Partner
Sun Prairie, Wisconsin, United States
HybridFull Time
2+ YOE2+ years in customer success/account management in IT services, associate degree or equivalent, CRM/PSA experience, Microsoft Office proficiency, presentation and relationship-building skills, ability to travel to client sites.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3w
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Accounting Manager - Private Client Services
Elgin, Illinois, United States
$85k-$150k/yr HybridFull Time
5+ YOEBachelor's in Accounting required, 5+ years public accounting or tax experience, CPA or IRS Enrolled Agent preferred, experience with financial statements, tax returns, staff supervision, CCH Access Tax and QuickBooks familiarity.
CCH Access Tax, QuickBooks Online, QuickBooks Desktop
3w
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Accounting Manager - Private Client Services
Elgin, Illinois, United States
$85k-$150k/yr HybridFull Time
5+ YOEBachelor's in Accounting, 5+ years public accounting or public/corporate mix, CPA or IRS Enrolled Agent, US GAAP knowledge, experience with tax returns, staff supervision, CCH Access Tax and QuickBooks familiarity.
CCH Access Tax, QuickBooks Online, QuickBooks Desktop
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
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