169 client services manager jobs at 42 companies in Dodgeville, WI
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Client Services Specialist
Dubuque, Iowa, United States
$26-$33/hrHybridFull Time
Cetera Financial Group: Provides wealth management and independent broker-dealer services.
3+ YOEHigh school diploma/GED, minimum 3 years financial services or administrative experience, strong problem solving and independent execution, ability to manage multiple priorities and client service workflows.
Sun Prairie or Black Earth or Sauk City or Arizona or Nebraska or Colorado
HybridFull Time
MBE CPAs: Providing comprehensive tax, accounting, and financial consulting services.
10+ YOE5+ MgmtRequires 10+ years in accounting and Client Accounting Services, 5+ years in CAS or outsourced accounting leadership, practice-building experience, accounting standards and payroll knowledge, and team leadership experience.
Client Services Associate I - Wealth Management Department
Madison or Sun Prairie
$25/hrOnsiteFull Time
UW Credit Union: Member-owned institution providing personal banking and lending services.
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.
Akron or Los Angeles or Washington or Troy or New York City 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 St. Louis or Fort Lauderdale or Seattle or Rosemont or Pittsburgh or Tulsa or Cincinnati or Cleveland or Columbus 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 Omaha
$125k-$185k/yrOnsiteFull Time
BDO USA: Provides accounting, tax, and business advisory services to organizations.
6+ YOEBachelor’s degree and 6+ years of ERP industry experience, or high school diploma/GED and 7+ years; 6+ years in client relationship management or IT managed services; D365 experience required.
Microsoft Dynamics 365, Microsoft Power Platform, Power Apps, Power Automate, Power BI, Azure DevOps, Microsoft Outlook, Microsoft Teams, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, ServiceNow, Microsoft Dynamics CRM, ITSM
Sorren: National firm providing accounting, tax, and advisory services.
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.
Lake Ridge BankOTC: LRBI: Community bank providing commercial, personal, and wealth management services.
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
VCA Animal Hospitals: Operates animal hospitals providing veterinary medicine and pet services.
Experienced client service representative for a veterinary emergency facility; duties include phone triage, greeting clients, processing payments, managing medical records, and facility upkeep.
Gordon Flesch Company: Distributes and services office technology and managed IT systems.
2+ YOEHigh school diploma, 2–3 years in client success, account management, or IT service delivery, IT infrastructure knowledge, CRM and ticketing system proficiency, communication skills, driver's license, reliable transportation, and client-site travel ability.
HubSpot, Salesforce, ConnectWise, Autotask, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft Excel, CRM, PSA
Account Manager of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services
Milwaukee or Madison or Wisconsin
FieldFull Time
BrightSpring Health ServicesNASDAQ: BTSG: Provider of home and community-based health and pharmacy services.
3+ YOEBachelor's degree or equivalent experience; 3–5 years in client management, customer service, or client support, preferably in healthcare or business-to-business settings. Requires Microsoft Office, communication, problem-solving, and multitasking skills.
InsperityNew York Stock Exchange: NSP: Provides human resources and business performance solutions to businesses.
3+ YOEBachelor’s degree or related experience; 3–5 years in product management, strategy, or service delivery; experience with AI-enabled products, automation, cross-functional leadership, and stakeholder influence.
Mars Veterinary Health: Global provider of preventive, specialty, and emergency veterinary care.
Provide customer service at a 24/7 emergency and specialty veterinary facility: greet visitors, answer phones and perform phone triage, process payments, manage records, and maintain facility cleanliness.
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
3+ YOE3-5 years relevant experience and post-secondary degree or equivalent; knowledge of financial planning and wealth management; strong communication, analytical and collaboration skills; proficiency with office and sales management software.
Compass GroupLondon Stock Exchange: CPG: Provides contract food and support services globally.
3+ YOE3+ years foodservice operations experience, high-volume production and catering experience, budget management, BS in Hospitality or Culinary preferred, strong client relations and leadership skills.
Alternative Delivery Manager, Heavy Civil Construction - Michels Preconstruction Services, Inc.
Fond du Lac or Green Bay or Lomira or Madison or Milwaukee or Reston
FieldFull Time
Michels: Provides global energy, utility, and infrastructure construction services.
10+ YOE10+ MgmtBachelor's in Construction Management or Civil Engineering (or equivalent), 10+ years construction management experience in heavy civil, experience with alternative delivery (design-build, EPC), client management, scheduling/pricing, technical writing, and valid driver license; extensive travel.
Attic Correctional Services: Provides residential and behavioral treatment for individuals in correctional systems.
1+ YOEBachelor's degree in criminal justice, human services, social work, or related field; counseling, group facilitation, and case management experience; 1+ year with correctional clients; valid driver's license.
TRICOR Insurance: Independent agency providing personal and commercial insurance solutions.
Provide client service and retention, manage client relationships, maintain accurate account documentation, complete applications, and update coverage; insurance knowledge and strong organizational and communication skills.
J.P. Morgan Wealth Management - Private Client Advisor (East Towne Branch), Madison, WI
Madison, Wisconsin, United States
OnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
2+ YOERequires 2+ years of financial advisor or equivalent financial services experience, active Series 7, Series 66 or 63/65, and life, health, and long-term care insurance licenses. CFP and bachelor's degree preferred.
Boyd Group ServicesToronto Stock Exchange: BYD: Provides automotive collision and glass repair services.
Post-secondary education or equivalent and proven leadership experience in a collision repair environment or similar role. Requires communication, accuracy, client service, coaching, and management skills.
Fitchburg or Clayton County or Cobb County or DeKalb County or Douglas County or Fayette County or Fulton County or Gwinnett County or Henry County or Jackson County or Rockdale County
$63k-$100k/yrFieldFull Time
Hope Inspired: Provides outpatient mental health, substance use, and human services.
Requires a mental health PhD or master's degree, or bachelor's degree with Wisconsin CSW license; valid Wisconsin driver's license, vehicle and insurance; English proficiency, computer literacy, and client-care experience.