96 client services manager jobs at 56 companies in Janesville, WI
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Client Services Manager
Crystal Lake, Illinois, United States
$52k-$54k/yrOnsiteFull Time
Clearbrook: Provides services for individuals with intellectual and developmental disabilities.
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.
MBE CPAs: Providing comprehensive tax, accounting, and financial consulting services.
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.
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.
MicroPrecision: Manufactures high-precision machined and turned metal components.
2+ YOERequires 2+ years in customer service, account management, inside sales, order management, or related work, plus strong organization, communication, prioritization, attention to detail, and follow-through.
Epicor, Salesforce CRM, Microsoft Teams, Microsoft Office Suite, Microsoft SharePoint, Microsoft Outlook
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.
Pioneer Center for Human Services: Provides social services for disabilities, mental health, and homelessness.
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
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
Great Lakes Industrial: Provides custom sealing solutions and distribution for equipment manufacturers.
5+ YOEBachelor's degree or equivalent practical experience; 5–7 years in inside sales, account management, customer service, or sales support, preferably in manufacturing, industrial, or distribution settings.
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.
1+ YOE1+ years in client service or financial services; strong organization, communication, and time management; detail-oriented; proficient with Google Workspace; quick learner.
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
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.
Heartland Business Systems: Delivers comprehensive IT solutions and technology consulting services.
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
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.
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
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.
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.