85 client services manager jobs at 37 companies in Sun Prairie, WI
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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.
1mo
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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.
5d
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Client Account Manager
Delavan, Wisconsin, United States
$22-$24/hr OnsiteFull Time
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
4d
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Team Leader Client Services
Sycamore or Janesville
$68k-$102k/yr HybridFull Time
2+ MgmtBachelor's degree or equivalent experience, advanced lending, compliance, and underwriting experience, and 2+ years supervisory experience. Requires financial regulations knowledge, agriculture knowledge, leadership, communication, and computer skills.
Microsoft Office, Customer Relationship Management (CRM), client databases
1mo
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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.
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; 5+ years progressive accounting experience; CPA preferred; experience with QuickBooks Online or Sage Intacct; strong GAAP knowledge, MS Office proficiency, and staff mentoring skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, QuickBooks On-line (QBO), Sage Intacct
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
2mo
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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
3w
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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
3d
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Product Manager, Client-Facing AI
Kingwood or Atlanta or Madison
HybridFull Time
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.
AI, Enterprise Analytics
2w
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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.
2mo
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Client Service Representative
Middleton or Madison
OnsitePart Time
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.
3w
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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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Supervisor of Client Service
Delafield, Wisconsin, United States
OnsiteFull Time
Requires leadership and coaching experience, strong communication, problem-solving, organization, collaboration, employee development, performance evaluation, and HR/personnel management skills.
3w
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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.
2mo
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Alternative Delivery Manager- Rehabilitation - Michels Preconstruction Services, Inc.
Lomira, Wisconsin, United States
OnsiteFull Time
10+ YOEBachelor's in construction management or civil engineering, 10+ years project/construction management or equivalent, rehab construction and design-build experience required, strong client management, technical writing, and proposal skills; travel may exceed 50%.
3w
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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.
3w
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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%.
2w
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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.
1d
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J.P. Morgan Wealth Management - Private Client Advisor (East Towne Branch), Madison, WI
Madison, Wisconsin, United States
OnsiteFull Time
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.
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