114 client services manager jobs at 42 companies in Madison, WI
3w
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Client Accounting Services Department Manager
Baraboo or Wisconsin or Arizona or Nebraska or Colorado
HybridFull Time
10+ YOE5+ Mgmt10+ years accounting/CAS experience, 5+ years leadership in CAS, knowledge of payroll and outsourced accounting, experience managing client engagements and teams; 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
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.
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
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
1w
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Falcon 2000S Client Aviation Manager - Wisconsin Dells, WI
Baraboo, Wisconsin, United States
$50k-$500k/yr OnsiteFull Time
3000 total flight hours with specified PIC/MEL/turbojet/instrument minimums, first class medical, Falcon 2000S type rating, NBAA CAM preferred, management and training experience, ICAO procedures training, strong leadership skills.
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
1w
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Client Service Analyst
Madison, Wisconsin, United States
$42k-$78k/yr OnsiteFull Time
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.
1mo
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Alternative Delivery Manager, Small Modular Nuclear Reactor - Michels Preconstruction Services, Inc.
Baltimore or Lomira
$147k-$203k/yr OnsiteFull Time
10+ YOEBachelor's in Construction Management or related, 10+ years construction/project management experience, contractor experience, nuclear proposal/estimating/design knowledge, client management, scheduling/estimating/project controls familiarity, valid driver license, travel up to or exceeding 50%.
2w
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Senior Director of Dining Services (1553589)
Beaver Dam, Wisconsin, United States
$90k-$100k/yr OnsiteFull Time
2+ YOE5+ MgmtManage foodservice operations, budgets, quality, safety, client relationships, and talent development; Bachelor's degree or equivalent preferred; ServSafe plus leadership and foodservice management experience.
2w
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Service Agreement Manager
Atlanta or Beloit
FieldFull Time
4+ YOEBachelor's in business or engineering preferred; 4+ years related experience (or 10+ years equivalent); client and project management skills; ability to travel 30–50%.
1w
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Concessions Manager
Madison, Wisconsin, United States
$73k-$75k/yr OnsiteFull Time
1+ YOE1-2 years food service or concessions management, leadership and client-service skills, knowledge of food safety regulations, able to lift up to 50 lbs and work irregular hours including nights and weekends.
2mo
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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
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.
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