590 client services manager jobs at 161 companies in Wisconsin
4w
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Client Accounting Services Department Manager
Sturgeon Bay or Wisconsin or Arizona or Nebraska or Colorado
HybridFull Time
10+ YOE5+ Mgmt10+ years accounting/CAS experience,5+ years leadership in CAS,knowledge of accounting standards and payroll,experience managing teams and client engagements,CPA preferred.
1mo
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Senior Director Client Services
Alabama or Michigan or Louisiana or Nebraska or Missouri or Wisconsin or Ortigas or South Carolina or Delaware or Kentucky or Tennessee or Illinois or Virginia or Georgia or Minnesota or Iowa or Oregon or Washington or Mississippi or North Carolina or Wyoming or Arkansas or Indiana or Pennsylvania or Oklahoma or Utah or Texas or Rhode Island or Nevada or Colorado or Arizona or South Dakota or Idaho or Florida or Maryland or West Virginia or Ohio or New Mexico or New Hampshire or Kansas or Connecticut or California or Massachusetts or New Jersey or New York
RemoteFull Time
5+ YOE3+ Mgmt5+ years client services experience with 3+ years at Director level, BPO/outsourcing background, experience managing high-profile/regulatory accounts, financial and operational acumen, people leadership, and ability to travel as needed.
Microsoft Excel, Microsoft PowerPoint
2d
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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
3w
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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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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.
1mo
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Vice President of Client Services
San Antonio or Manhattan or Hauppauge or Boston or Pompano Beach or Texas or Florida or Massachusetts or New York or Colorado or Connecticut or Iowa or Illinois or Maine or Maryland or Minnesota or North Carolina or New Jersey or Oregon or Pennsylvania or Rhode Island or South Carolina or Virginia or Wisconsin
HybridFull Time
10+ YOE5+ Mgmt10+ years in client services or marketing in data/advertising, 5+ years leading client-facing teams, strong martech and data-driven marketing knowledge, executive communication and leadership skills, bachelor's degree preferred.
OMNA Identity Graph, CDP
1mo
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Senior Client Project Manager
Milwaukee, Wisconsin, United States
OnsiteFull Time
9+ YOEBachelor's in business or operations required, 9+ years program/project management experience, 5+ years in financial services preferred, proven delivery leadership, ability to lead teams of 10+, strong data-driven reporting and communication.
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.
2d
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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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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.
4w
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Client Success Manager II
Jacksonville or Atlanta or New York City or Milwaukee
$56k-$96k/yr OnsiteFull Time
3+ YOE3-5 years in client success/account management, bachelor\u0002s degree, fintech product knowledge, strong communication and presentation skills, analytics experience with Tableau, ability to drive adoption and retention.
Tableau
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
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
Green Bay, Wisconsin, United States
$22/hr OnsiteFull Time
1+ YOEMinimum 1 year customer service experience, high school diploma/GED, proficiency with Microsoft Office, strong written/verbal communication, ability to handle confidential information and flexible schedule.
Microsoft Office
2w
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Client Success Manager
Green Bay, Wisconsin, United States
$22/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year customer service experience, strong written/verbal communication, multitasking and basic computer skills, ability to work flexible schedule and handle confidential information.
Microsoft Office
1w
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Vocational Services Case Manager
Oconto or Gillett
$29/hr FieldFull Time
Bachelor's degree in human services or business; requires independent case management, organizational, communication, public benefits, computer, and client advocacy skills.
1w
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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
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