16 client services specialist jobs at 11 companies in Harrison, WI
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Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Strong financial services operations and client service knowledge; Microsoft Office Suite, CRM platforms, and financial planning software proficiency; excellent communication, organization, judgment, and problem-solving skills.
Microsoft Office Suite, CRM, financial planning software
3d
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Client Specialist
Green Bay, Wisconsin, United States
OnsiteFull Time
2+ YOERequires 2+ years of industry or administrative experience, active SIE and securities licenses or willingness to obtain them within 18 months, Microsoft Office proficiency, communication, organization, compliance, and analytical skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, X
2d
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Part-Time Client Specialist
Sheboygan, Wisconsin, United States
OnsitePart Time
2+ YOE2+ years of industry or administrative experience; active SIE, Series 7, and Series 66, or Series 63 and Series 65 licenses, or willingness to obtain them within 18 months. Microsoft Office proficiency and strong communication, organization, and analytical skills required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Customer Relationship Management (CRM), LinkedIn, X
2w
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Career Services Specialist
Menasha or Waupaca or Oshkosh
$24/hr OnsiteFull Time
2+ YOEAssociate degree and two years of related experience, or equivalent education and experience; requires communication, organizational, interpersonal, assessment, mentoring, and client-support skills.
Transition to Success, Map of My Dreams
2mo
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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
1w
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Client Retention Specialist (Remote)
Fond du Lac, Wisconsin, United States
$19-$20/hr RemoteFull Time
Retention, sales, or collections experience; high school diploma or equivalent; CRM proficiency; strong communication, listening, negotiation, de-escalation, troubleshooting, multitasking, and problem-solving skills.
CRM
2mo
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Retirement Plan Services Education Specialist (Bilingual Preferred)
Grand Chute, Wisconsin, United States
FieldFull Time
Manage client relationships, deliver employee retirement education (often on-site), develop education plans, maintain regulatory knowledge, and promote retirement services; bachelor’s preferred, bilingual (Spanish) preferred, Microsoft Office proficiency.
Microsoft Office
1mo
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Specialist, Payroll - Vantagen
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hr OnsiteFull Time
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
3w
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Injury Prevention Specialist
Sheboygan Falls, Wisconsin, United States
$52k-$62k/yr FieldFull Time
Licensed clinician required (Certified Athletic Trainer, OT, COTA, PT, or PTA). Must be client-focused, deliver strategic solutions, and pursue professional growth.
3w
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Correctional Client Driver/Monitor-Oshkosh
Oshkosh, Wisconsin, United States
$20/hr FieldPart Time
High school diploma, valid driver’s license, reliable personal vehicle and insurance, smartphone for apps, ability to travel frequently, pass criminal background screening; organized and able to work independently.
smartphone apps
3w
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Correctional Client Driver/Monitor-Manitowoc
Manitowoc, Wisconsin, United States
$20/hr FieldPart Time
High school diploma or equivalent, valid driver's license, reliable vehicle and insurance, ability to travel frequently, criminal background check, smartphone for scheduling/reporting.
3w
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Correctional Client Driver/Monitor-Plainfield
Plainfield, Wisconsin, United States
$20/hr FieldPart Time
High school diploma or equivalent, valid driver's license, good driving record, reliable personal vehicle and insurance, smartphone for apps, ability to travel frequently, and successful criminal background check.
2w
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Correctional Client Driver/Monitor-Gillett
Shawano, Wisconsin, United States
$20/hr FieldPart Time
High school diploma, valid driver’s license, good driving record, reliable personal vehicle with insurance, smartphone for apps, ability to travel frequently, complete background check, work independently and document accurately.
1mo
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Correctional Client Driver/Monitor-Manitowoc
Manitowoc, Wisconsin, United States
$20/hr FieldPart Time
High school diploma, valid driver's license, access to vehicle and insurance, ability to pass criminal background check, proficiency with Microsoft Word/Office and basic computer systems, effective communication and organizational skills.
Microsoft Word, Microsoft Office
1mo
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Crisis Intervention Specialist - Pool
Fond du Lac, Wisconsin, United States
$31-$40/hr FieldPart Time
1+ YOEBachelor's in social work/psychology preferred; valid Wisconsin driver's license, automobile and insurance required; ability to work with challenging clients, basic computer skills, and familiarity with community resources; 1 year youth mental health experience preferred.
Program Participation System (PPS)
2w
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Service Operations Specialist II (DQ)
Neenah, Wisconsin, United States
HybridFull Time
1+ YOEProcess Driver Qualification requests, place background checks, validate and enter client data, maintain regulatory knowledge and confidentiality (FCRA/HIPAA), and use multiple computer programs; HS/GED and 1+ year office experience.
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