37 client services specialist jobs at 23 companies in Sharon, WI
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
2w
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Client Specialist
Oconomowoc, 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, organizational, analytical, and compliance skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM, LinkedIn, X
3d
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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
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
3w
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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
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
3d
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Client Intake Specialist- Elgin
Elgin, Illinois, United States
$38k-$42k/yr OnsiteFull Time
Bachelor’s degree preferred, strong written and verbal communication, compassion, and ability to work in a fast-paced environment. Social services experience and English-Spanish bilingual ability preferred.
Microsoft Office
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
3w
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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
1w
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Garnishment Services Specialist I
Meridian or Rochester or Schaumburg
$34k-$55k/yr OnsiteFull Time
PaylocityNASDAQ: PCTY: Provides cloud-based software for payroll, HR, and workforce management.
1+ YOEBachelor's degree and 1+ year client-facing or payroll/accounting/tax experience; strong written/verbal communication, attention to detail, ability to interpret garnishment laws, and Microsoft Office proficiency.
Microsoft Office, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Paylocity
3w
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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.
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.
2mo
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Deflection Specialist - NWIDI
Winnebago County or Boone County or Stephenson County or Jo Daviess County or Carroll County
$45k-$47k/yr FieldFull Time
1+ YOEHigh school diploma/GED, 1+ year outreach or direct client services, CADC preferred, knowledge of substance use disorders, training/presentation experience, Microsoft Office proficiency, strong communication and organizational skills.
Microsoft Office
5d
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Scheduling Specialist
Rolling Meadows, Illinois, United States
OnsiteFull Time
High school diploma/GED and preferred comparable experience in medical or therapeutic client services. Requires organization, multitasking, communication, phone-system, HIPAA, confidentiality, and administrative skills.
fax machine, multi-line phone systems, copiers, postage machines
2mo
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Scheduling Specialist
Rockford or Elgin
OnsiteFull Time
Schedule on-site occupational health visits, manage client communication, coordinate with mobile van technicians, strong attention to detail, Excel/Outlook/Word proficiency, customer service and math skills, willing to work overtime.
Microsoft Excel, Microsoft Outlook, Microsoft Word
1mo
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Employment Support Specialist
Sturtevant, Wisconsin, United States
$23/hr OnsitePart Time
0.5+ YOEMinimum 15 post-secondary credits, valid driver's license with 2+ years driving, basic Microsoft Office skills, 6 months experience with correctional or diverse client populations, ability to handle client confidentiality.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
3w
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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
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