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
2w
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Client Success Manager
California or Idaho or Wyoming or West Virginia or Wisconsin or Washington or Virginia or Utah or Texas or Tennessee or South Dakota or South Carolina or Pennsylvania or Oregon or Oklahoma or Ohio or New York or Nevada or New Mexico or New Jersey or New Hampshire or Nebraska or North Carolina or Mississippi or Missouri or Minnesota or Michigan or Maine or Maryland or Massachusetts or Louisiana or Kentucky or Kansas or Indiana or Illinois or Iowa or Georgia or Florida or Delaware or District of Columbia or Arizona or Arkansas or Alabama or Nashville or Atlanta or Sioux Falls or Machesney Park
RemoteFull Time
N/A
4w
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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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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
1mo
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Client Service Associate
Madison or Rockford
OnsiteFull Time
3+ YOE2-year degree in a related field; 3+ years in Wealth Management or Financial Services; strong communication, detail orientation, compliance; proficient Microsoft Office; ability to work independently.
Microsoft Office, CRM, Charles Schwab, Fidelity, Schwab Institutional, Black Diamond, eMoney Advisor, Microsoft Dynamics CRM
3mo
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CDE - Client Delivery Executive II
Beloit, Wisconsin, United States
HybridFull Time
5+ YOEAdvanced IT degree with 5+ years in manufacturing, banking, commercial or healthcare industries; 8+ years in transitioning/managing applications, cloud, infrastructure, security, and consulting services; experience in highly leveraged service environments.
ITIL v4, Cloud platforms, Automation tools, Security tools
1mo
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Case Manager (Service Facilitator) and Clinical Provider - Human Services/Social Work
Fitchburg, Wisconsin, United States
$54k-$66k/yr HybridFull Time
Master's or PhD in mental health field or Bachelor's with WI CSW; valid WI driver’s license, reliable vehicle and insurance; ability to meet clients in homes/community; complete required training; maintain licensure; pass probation.
Google Suites, Adobe, DocuSign
1w
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Case Manager
Rockford, Illinois, United States
$45k-$48k/yr HybridFull Time
Provide specialized case management, addiction intervention, AODA counseling, referrals, benefits enrollment, and documentation for justice-involved clients; must be comfortable in correctional settings.
Microsoft Office
2mo
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Veterinary Hospital Manager
Reeseville, Wisconsin, United States
OnsiteFull Time
Manage hospital operations including staff, finances, and client service; Bachelor’s in business or related field; Certified Veterinary Practice Manager desirable.
2mo
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ACCOUNT MANAGER - PL (80932)
Darlington, Wisconsin, United States
OnsiteFull Time
Personal Lines Account Manager with client-first mindset; strong communication; team-oriented; adaptable; committed to excellence; willing to learn and grow with the company.
2mo
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Family Case Manager, Foster Care
Rockford, Illinois, United States
$60k-$67k/yr OnsiteFull Time
1+ YOEBachelor's in social work or related field; min 1 year experience; Illinois licensing as required; CWEL or ability to obtain; CERAP; KEEP/GenerationsPMTO training or willingness; CCS Bootcamp; Client-Centered Service Planning; valid IL driver’s license; background checks.
Microsoft Office
1mo
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Business Banking Relationship Manager (RM)
Janesville, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years business banking experience (levels vary 3–8+ years), strong credit analysis and prospecting skills, proven sales track record, BA preferred, ability to develop and service business client relationships.
1mo
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Director of Operations
Beloit, Wisconsin, United States
$65k-$70k/yr OnsiteFull Time
3+ YOE3+ Mgmt3+ years foodservice management experience, P&L and budgeting responsibility, client relationship management, team leadership, catering and culinary program implementation; BS in Hospitality preferred.
3w
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Sr BOA - Oregon, WI
Oregon, Wisconsin, United States
OnsiteFull Time
5+ YOE5+ years related financial services/banking/legal experience; client service and account management; administrative and operational support; proficiency with MoneyGuide, Salesforce, and Microsoft Office; strong analytical and communication skills.
MoneyGuide, Salesforce, Microsoft Office
5d
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Unit Technician-NT
Rockford, Illinois, United States
$18/hr OnsiteFull Time
High school diploma/GED, skilled in behavioral management, ability to document in electronic systems, complete timely records, and perform client supervision and safety checks.
1w
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Non-Reg On-Caller - Janesville, WI
Janesville, Wisconsin, United States
OnsiteFull Time
Provide exceptional client service, manage account transactions, perform administrative and operational support, use MoneyGuide/Salesforce/Microsoft Office, strong attention to detail and analytical skills.
MoneyGuide, Salesforce, Microsoft Office
1w
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Sales Representative — Educators & Coaches Welcome
Brodhead, Wisconsin, United States
$75k-$95k/yr HybridFull Time, Contract
Consultative B2B sales and relationship management; willingness to obtain Health & Life insurance license (support provided); strong communication, organization, and client-service skills; experience from education or coaching preferred.
9h
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Tax Strategy Advisor
Rockford or Chicago or Lincolnshire or Middleton or Satellite Beach or Westwood
$100k-$135k/yr HybridFull Time
6+ YOEProvide advanced tax planning and advisory services for high-net-worth clients; prepare complex returns; research tax issues; client-facing experience and strong communication required.
BNA, Planner CS, Holistiplan, Thomson Reuters UltraTax, GoFileRoom, Practice CS, Microsoft Word, Microsoft Excel, Microsoft Outlook
2mo
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Officer In Charge (Chicago- W Washington)
Rockford, Illinois, United States
$21/hr OnsiteFull Time
2+ YOE1+ Mgmt supervises a team, leads security operations, and ensures client satisfaction.
1mo
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BCBA II
Rockford, Illinois, United States
$85k-$102k/yr FieldFull Time
1+ YOEMust be a BCBA or state-licensed behavior analyst meeting state requirements; minimum 1 year of ABA experience providing behavior services to clients with autism in home and/or clinic settings.
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