37 client services specialist jobs at 25 companies in Greenfield, WI
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Client Specialist
Milwaukee, Wisconsin, United States
OnsiteFull Time
2+ YOEBachelor's degree, 2+ years of industry or administrative experience, strong client service and communication skills, Microsoft Office proficiency, analytical ability, and required securities licenses or willingness to obtain them.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, Twitter, PowerPoint
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Client Specialist
Milwaukee, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years industry or administrative experience; obtain SIE and Series 7 and 66 (or Series 63 and 65) within 12 months; proficient in Microsoft Office and CRM; strong client service, communication, compliance, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, Twitter
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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
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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.
16h
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Client Relations Specialist - Sustainable Energy
McHenry, Illinois, United States
$800-$2k/wk OnsiteFull Time
Experience in client relations or customer service, ideally in sustainable energy; strong communication, account management, problem-solving, and client relationship skills.
1mo
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Client Service Specialist
Grafton, Wisconsin, United States
OnsiteFull Time
Provide customer service, respond to customer communications, evaluate purchase orders for delivery compliance, proactively advise customers on changes, and participate on improvement teams.
1mo
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Client Service Specialist
Grafton, Wisconsin, United States
OnsiteFull Time
Provide customer service to accounts, respond to phone/fax/letters, evaluate purchase orders for delivery compliance, proactively notify customers of changes, and participate on improvement teams.
2mo
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Client Service Specialist
Vernon Hills, Illinois, United States
$26-$31/hr HybridFull Time
2+ YOEBachelor's degree or commensurate experience; 2+ years customer-facing service experience; intermediate Microsoft Office (Word/Excel/Outlook); proficient with data entry and order/fulfillment processes, including EDI and case management.
EDI, Microsoft 365 Customer Experience module, Microsoft Word, Microsoft Excel, Microsoft Outlook
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Bilingual Client Access Specialist
Waukegan, Illinois, United States
$18-$19/hr OnsitePart Time
2+ YOEFront‑desk client-facing role requiring EMR proficiency, check-in/onboarding, payment processing, HIPAA-compliant record handling, strong communication and organizational skills.
Electronic Medical Records (EMR), Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Zoom
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Client Relations Specialist
Waukegan, Illinois, United States
$40k-$43k/yr OnsiteFull Time
0.5+ YOE6+ months customer service/administrative experience, high school diploma/GED required, intermediate MS Office and Outlook skills, database and spreadsheet proficiency, ability to lift up to 30 lbs, 15 hours annual early childhood training.
MS Office, Outlook
1w
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Office Services Specialist
Milwaukee, Wisconsin, United States
OnsiteFull Time
Requires client service, communication, teamwork, organization, flexibility, Microsoft Office Suite proficiency, physical ability to lift and move files, and a valid driver's license.
Microsoft Office Suite
1mo
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Property and Casualty Client Specialist
Wauwatosa or Madison or De Pere or Wausau
HybridFull Time
1+ YOEHigh school diploma, 1+ year administrative experience, P&C license preferred or willing to obtain, proficiency with Epic and Microsoft Word/Excel/PowerPoint, strong written and verbal communication.
Epic, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Windows
1mo
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LifeDirect - Client Engagement Specialist
Lake Forest, Illinois, United States
$57k-$80k/yr OnsiteFull Time
Associate's degree or equivalent, proficiency with Microsoft Office, strong communication and math skills, ability to travel occasionally overnight, experience in commercial insurance/financial services preferred.
Microsoft Office
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Bilingual Client Access Specialist
Waukegan, Illinois, United States
$18-$19/hr OnsitePart Time
2+ YOEHigh school diploma or 2+ years relevant experience; patient-facing/front-desk experience, EMR proficiency, Microsoft Office 365 and Zoom, handling confidential PHI, strong communication and time-management skills.
Electronic Medical Records (EMR), Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Zoom
1mo
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Senior Client Account Specialist
Austin or Boston or Chattanooga or Chicago or Dallas or Denver or Houston or Jefferson City or Kansas City or Los Angeles or Madison or Milwaukee or Minneapolis or Nashville or Oakland or Omaha or Phoenix or Providence or Springfield or Saint Louis or Washington or Multiple Locations or Virtual Office
$54k-$120k/yr HybridFull Time
5+ YOE5+ years accounting experience in professional services preferred, bachelors degree preferred, strong accounting/analytical skills, high attention to detail, Microsoft Office, ARCS Collections Software and Elite proficiency.
Microsoft Office Suite, ARCS Collections Software, Elite
2mo
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Shareholder Services Specialist II
Milwaukee, Wisconsin, United States
$55k-$70k/yr OnsiteFull Time
3+ YOE3-5 years in client services; Series 6 or 7 license or ability to obtain in 3 months; undergraduate degree in business/finance or related field.
Microsoft Office Suite, Adobe Acrobat
3w
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Client Support Specialist - Greater Milwaukee, WI Area (REMOTE)
Wisconsin or Mequon or Brookfield or Milwaukee
RemoteFull Time
2+ YOERequires Series 7, Series 63 or ability to obtain within 90 days, 2–3 years of financial services experience, financial planning knowledge, customer service, communication, problem resolution, and organizational skills.
1mo
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Client Contact Center Specialist
Racine, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years banking or customer-facing experience preferred; strong customer service, communication, problem-solving, and Microsoft Office skills; knowledge of consumer deposit products and cross-selling ability.
Microsoft Office Suite
1w
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Specialist
Gurnee, Illinois, United States
$21/hr OnsiteFull Time
High school diploma or GED, state guard certification, client-requested certifications, interpersonal skills, professional attitude, and compliance with uniform and grooming standards.
1mo
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Scheduling Specialist
Franklin, Wisconsin, United States
OnsiteFull Time
1+ YOEHigh school/GED required; 1+ year administrative or client-facing experience in medical/therapeutic setting preferred; strong organization, communication, HIPAA knowledge, and customer service skills.
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