28 client services specialist jobs at 23 companies in Wales, WI
6d
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Client Services Specialist
Wellesley Hills or Hartford or Baltimore or Portland or Milwaukee or Kansas City or Nashville
$49k-$66k/yr OnsiteFull Time
1+ YOERequires 1+ year of customer service or call center experience, excellent verbal and written communication, problem-solving, multitasking, adaptability, and client-focused interpersonal skills.
6d
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Client Services Specialist
Wellesley Hills or Hartford or Baltimore or Portland or Milwaukee or Kansas City or Nashville
$49k-$66k/yr OnsiteFull Time
1+ YOERequires 1+ year of customer service or call center experience, strong verbal and written communication, problem-solving, multitasking, adaptability, empathy, and availability for flexible shifts and overtime.
2mo
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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.
2mo
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Client Relationship Specialist - Brookfield, WI
Brookfield, Wisconsin, United States
$46k-$68k/yr OnsiteFull Time
1+ YOE1+ year client/customer service experience; preferred financial services experience. Strong written and oral communication, tact, ability to work independently and on a team, basic brokerage rules knowledge; Series 7/63/66 licensing supported; may be asked to become a Notary.
2w
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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
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
1mo
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Bilingual Client Access Specialist
Grayslake, Illinois, United States
$18-$19/hr OnsitePart Time
High school diploma or equivalent (or 2-4 years relevant experience), patient-facing/front-desk experience, EMR proficiency, Microsoft Office 365 and Zoom, handling confidential information, strong communication and organizational skills; bilingual English/Spanish preferred.
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
3mo
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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 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
6d
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Security 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.
1mo
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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
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
2w
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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
2mo
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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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