154 client services manager jobs at 74 companies in Wauwatosa, WI
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Client Accounting Services Department Manager
Fort Atkinson, Wisconsin, United States
HybridFull Time
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.
1w
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Client Services Representative
Pleasant Prairie, Wisconsin, United States
HybridFull Time
2+ YOETwo years of customer service and Microsoft Office experience, including intermediate-to-advanced Excel. High school diploma required; bachelor's degree, logistics, SAP, and project management experience preferred.
Microsoft Office, Microsoft Excel, Microsoft PowerPoint, Microsoft Power BI, SAP
4w
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Client Services Consultant II
Aurora or Bloomington or Brookfield or Omaha
$65k-$86k/yr HybridFull Time
5+ YOE5+ years insurance/account management experience, strong communication and organizational skills, proficient in Microsoft Office; bachelor’s degree and disability product experience preferred.
Microsoft Office
2mo
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Client Services Representative/Shift Lead - Milwaukee Campus
Milwaukee, Wisconsin, United States
$15-$16/hr OnsiteFull Time, Part Time
Supervise client services workflow, support animal care standards, adjust schedules, train staff/volunteers, triage emergent situations, work evenings/weekends/rotating holidays, and routinely lift up to 50 lbs.
1mo
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Conference Services Manager
Brookfield, Wisconsin, United States
OnsiteFull Time
Experience in food & beverage, event setup, and basic audiovisual equipment; client coordination, BEO and floorplan creation; strong customer service, communication, and organizational skills; related degree or work experience.
1w
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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
1d
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D365 Client Relationship Manager
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/yr OnsiteFull Time
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
1mo
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Client Relationship Manager
Milwaukee or Wisconsin
$99k-$124k/yr RemoteFull Time
4+ YOEResponsible for new business implementation, asset retention and growth, and client satisfaction; requires 4+ years in financial services (or 2+ in defined contribution), FINRA Series 6/7/63, state insurance license, bachelor’s degree preferred, and ability to travel frequently.
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
5d
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Client Success Manager (MedInsight)
Seattle or Atlanta or Appleton or Boise or Wakefield or South Burlington or Chicago or Dallas or Windsor or Houston or Indianapolis or Little Falls or Pasadena or Brookfield or Eden Prairie or Omaha or Irvine or Berwyn or Phoenix or Portland or Portland or San Diego or San Francisco or St. Louis or Salt Lake City or Tampa or Walnut Creek
$79k-$145k/yr RemoteFull Time
5+ YOEBachelor’s degree or equivalent experience; 5+ years in data analytics, healthcare, or related fields; client operations, cross-functional coordination, healthcare data, and strong communication skills.
Databricks, Microsoft Azure, Azure DevOps, Jira, Python, R, SQL, EHR
2mo
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Client Experience Specialist
Milwaukee, Wisconsin, United States
HybridFull Time
Relationship-focused professional with strong client service, onboarding, product adoption, and cross-functional collaboration; able to manage multiple accounts and lead strategic outreach.
2mo
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Client Service Specialist
Waukesha, Wisconsin, United States
$55k-$70k/yr OnsiteFull Time
1+ YOE1+ years in client service or financial services; strong organization, communication, and time management; detail-oriented; proficient with Google Workspace; quick learner.
Google Workspace, Salesforce
1w
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Work From Home - Client Support Manager
Kenosha, Wisconsin, United States
RemoteFull Time
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth and development.
Zoom
1d
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Account Manager of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services
Milwaukee or Madison or Wisconsin
FieldFull Time
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.
Microsoft Office, CRM
1mo
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Voluntary Benefits Client Relationship Management
Chicago or St. Louis or Chicago or Indianapolis or Minneapolis or Milwaukee
$119k-$238k/yr HybridFull Time
5+ YOEBachelor's degree, 5+ years consultant/client management experience, voluntary benefits subject-matter expertise, life/health license (or ability to obtain), strong financial acumen and communication skills.
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
3w
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Private Client Services Relationship Manager (RM)
Milwaukee, Wisconsin, United States
OnsiteFull Time
6+ YOEBachelor's preferred,6+ years in financial industry in client-facing/business development roles; strong credit analysis skills; Series 65/66/CFP ideal; advanced designations (CFP,CWS,CFTA,CFA,ChFC,CPA,JD) and NMLS registration for experienced hires.
Microsoft Office, CRM
5d
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Manager, Client Reporting Service Delivery
Milwaukee or Charlotte
$125k-$140k/yr HybridFull Time
7+ YOE3+ MgmtBachelor’s degree in finance, business, economics, or related field; 7+ years in institutional reporting or financial services; 3+ years of people management; expertise in quality control, workflow, governance, and operational controls.
2w
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Investment Client Srvcs Analyst (Asset Movement) - Hybrid
Franklin, Wisconsin, United States
$23-$35/hr HybridFull Time
4+ YOEAssociate's degree or equivalent; 4+ years customer service experience (financial services preferred); strong written/verbal communication, multi-tasking, organizational skills, case management, and computer proficiency; fingerprinting required.
3w
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Client Experience Partner
Pewaukee, Wisconsin, United States
HybridFull Time
2+ YOE2+ years customer success/account management experience, associate degree or equivalent, strong communication, client advocacy, account retention/expansion, presentation and Microsoft Office proficiency.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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