55 client services specialist jobs at 36 companies in Racine, 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
2mo
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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
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
3mo
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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.
1w
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Client Service Specialist
Barrington, Illinois, United States
$48k-$65k/yr HybridFull Time
1+ YOEAssociate degree or equivalent and 1–3 years of relevant experience required. Requires professionalism, confidentiality, client communication, multitasking, and understanding of financial advisor practices.
Ameriprise Client Experience
2d
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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.
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
6d
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Client Access Specialist
Northbrook, Illinois, United States
$18-$19/hr OnsitePart Time
High school diploma or equivalent, or 2-4 years relevant experience; front-desk, patient-facing, customer service, payment, documentation, confidential information, EMR, HIPAA, and communication experience preferred or required.
Electronic Medical Record (EMR), Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft Teams, Zoom
1mo
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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
1mo
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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
3w
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Client Onboarding Specialist
Northbrook, Illinois, United States
$36-$41/hr HybridFull Time
2+ YOE2+ years RIA or financial services operations experience; Series 65/66 preferred; familiarity with custodial and advisory documentation; strong attention to detail and communication.
Schwab, Fidelity, LPL Financial, Envestnet, SEI, AssetMark, Orion Portfolio Solutions, Orion, Dispatch, Microsoft Dynamics CRM
3w
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Client Care Specialist
Lincolnwood, Illinois, United States
OnsiteFull Time
2+ YOE2+ years healthcare call center or long-term care experience, high school diploma, strong communication, CRM and multi-case management skills, HIPAA compliance awareness.
Salesforce, Microsoft SharePoint, Microsoft Teams, Microsoft Office Planner, Electronic Health Records (EHR)
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
3d
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Client Engagement Specialist - Schaumburg, IL
Schaumburg, Illinois, United States
$65k-$78k/yr HybridFull Time
3+ YOERequires 3+ years in support or customer service, strong communication and problem-solving skills, web application troubleshooting, Microsoft 365 proficiency, organization, and collaboration.
Microsoft 365, Atlassian, Microsoft Dynamics, Salesforce
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
3w
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Contracts and Services Specialist
Morton Grove, Illinois, United States
OnsiteFull Time
Experience in contract management, negotiation, administration, contract database management, invoice auditing, and client-facing customer service.
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
1mo
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Client Support Manager
Buffalo Grove, Illinois, United States
$79k-$89k/yr HybridFull Time
3+ YOE3+ years experience managing client relationships, bachelor’s degree preferred, excellent communication and analytical skills, ability to develop account plans and mentor specialists.
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