35 client services specialist jobs at 23 companies in Oconomowoc, 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
1d
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Client Success Specialist
Madison, Wisconsin, United States
FieldFull Time
2+ YOEHigh school diploma, 2–3 years in client success, account management, or IT service delivery, IT infrastructure knowledge, CRM and ticketing system proficiency, communication skills, driver's license, reliable transportation, and client-site travel ability.
HubSpot, Salesforce, ConnectWise, Autotask, Microsoft Outlook, Microsoft Word, Microsoft PowerPoint, Microsoft Teams, Microsoft Excel, CRM, PSA
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
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.
4d
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Client Support Specialist
United States or San Francisco or New York City or Los Angeles or Boston or Seattle or Washington or San Diego or Chicago or Austin or Dallas or Portland or Denver or Philadelphia or Baltimore or Sacramento or Minneapolis or Miami or Atlanta or Phoenix or Orlando or Las Vegas or Salt Lake City or Madison or Birmingham or San Antonio or Spokane or Toronto
$18-$28/hr RemoteFull Time
2+ YOE2+ years in client or customer support; strong communication, organization, accuracy, troubleshooting, flexibility, process improvement, and familiarity with customer support tools.
LiveChat, HubSpot
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
4d
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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
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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
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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.
3d
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Remote Client Relationship Specialist | Customer Service & Benefits
Madison or United States
RemoteFull Time
Requires strong verbal and written communication, relationship-building, organization, computer and high-speed internet access, webcam and microphone, U.S. work authorization, and willingness to obtain a state life and health insurance license.
Zoom
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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
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Comprehensive Community Services Benefit Specialist
Madison, Wisconsin, United States
$50k-$55k/yr HybridFull Time
Assist clients with public benefits applications and reports, communicate with agencies, maintain documentation, problem-solve benefit issues, and travel within Dane County; strong advocacy and organizational skills required.
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.
3w
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Specialist DL Customer Support
Milwaukee, Wisconsin, United States
OnsiteFull Time
1+ YOEProvide inbound/outbound customer service for diagnostic labs, document contacts, resolve specimen/billing issues, support clients and internal departments, and maintain procedures.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Laboratory Information System (LIS), Customer Relationship Management (CRM), Personal Computer
4w
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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
1w
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Correctional Client Driver/Monitor- Waterloo
Waterloo, Wisconsin, United States
$20/hr FieldPart Time
High school diploma, valid driver's license, good driving record, reliable insured vehicle, smartphone, frequent service-area travel, background screening, and accurate documentation required.
smartphone
1mo
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Economic Support Specialist
Port Washington, Wisconsin, United States
$27-$34/hr OnsiteFull Time
Associate's degree required. Duties include determining client eligibility for benefits, call-center assistance, processing time-sensitive cases, using state databases, and maintaining program competencies.
Microsoft Office, Microsoft Excel, mainframe, state wage match, Child support database, Dashboard, Internet, email
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