1w
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Client Caregiver Lead
Neenah, Wisconsin, United States
$18-$20/hr FieldFull Time, Part Time
Previous caregiving experience required, valid driver’s license and clean driving record, background check/drug screen/DMV check, ability to transport clients and communicate with families.
2mo
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Client Service Representative
Neenah, Wisconsin, United States
OnsiteFull Time
2+ YOELicensed Property & Casualty, 2+ years insurance client service, high school diploma, CISR/CIC preferred.
3w
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Client Services Advisor
Neenah, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years office experience, client services experience preferred; post-secondary business education preferred; proficiency in Microsoft Word and intermediate Excel; strong communication, problem-solving, and regulatory knowledge.
Microsoft Word, Microsoft Excel
3w
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Client Account Manager
Sheboygan Falls, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years in account management/customer success or related; Bachelor's degree in Business/Marketing preferred; strong client relationship, communication, and problem‑solving skills; ability to identify expansion opportunities and support sales targets.
2w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Provide client service and operational support for onboarding, account administration, and advisor collaboration; bachelor\u0002s preferred; experience in wealth management or client service preferred.
custodial platforms, CRM systems, portfolio management software, Microsoft Office Suite
2mo
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Client Service Associate - NR
Mequon, Wisconsin, United States
OnsiteFull Time
2+ YOEHigh School diploma; 2 years clerical/related industry experience; proficient with MS Office; ability to open and maintain client accounts; strong customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Sr. Client Accounting Advisor
Fond du Lac, Wisconsin, United States
$52k-$74k/yr HybridFull Time
5+ YOE5+ years progressive accounting experience, GAAP knowledge, client-facing skills, bookkeeping/payroll/financial reporting experience, associate's degree or equivalent, Microsoft Office and accounting software proficiency, experience mentoring staff.
Microsoft Office
1mo
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Client Relationship Specialist - Appleton, WI
Appleton, Wisconsin, United States
$46k-$68k/yr OnsiteFull Time
1+ YOE1+ year client/customer service experience; strong written and oral communication; ability to handle client needs with tact; basic understanding of brokerage rules; licensing (Series 7, 63/66) preferred but not required; may be asked to become a notary.
2w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Experience with client onboarding and account administration; strong communication, analytical and organizational skills; familiarity with custodial platforms, CRM and portfolio management systems; bachelor’s degree preferred.
CRM, custodial platforms, portfolio management software, Microsoft Office Suite
2w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Provide client service and operational support for onboarding, account administration, and advisor collaboration; strong communication, analytical skills, and familiarity with custodial platforms and CRM systems; bachelor\u0002s preferred.
custodial platforms, CRM, portfolio management software, Microsoft Office Suite
3w
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Client Service Specialist
Grafton, Wisconsin, United States
OnsiteFull Time
Provide customer service, respond to customer communications, evaluate purchase orders for delivery compliance, proactively advise customers on changes, and participate on improvement teams.
2mo
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Client Support Specialist
Germantown, Wisconsin, United States
HybridFull Time
2+ YOEHigh school diploma; 2+ years help desk experience; benefits/claims systems experience preferred; ticketing systems experience; escalation processes; strong communication; collaborative work style; hybrid schedule in Germantown.
Ticketing systems, Axosoft, Benefit administration systems, HIPAA file formats
1w
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Client Accounting Specialist
Mequon, Wisconsin, United States
OnsiteFull Time
Knowledge of GAAP and Microsoft Office, general ledger experience, AP/AR and budget implementation knowledge, ability to prepare reports, present to stakeholders, prioritize and meet deadlines.
Microsoft Office
3w
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Client Service Specialist
Grafton, Wisconsin, United States
OnsiteFull Time
Provide customer service to accounts, respond to phone/fax/letters, evaluate purchase orders for delivery compliance, proactively notify customers of changes, and participate on improvement teams.
1mo
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Property and Casualty Client Manager
Madison or De Pere or Kenosha or Wausau or Fond du Lac or Wauwatosa
HybridFull Time
2+ YOE2+ years insurance agency experience (P&C preferred) or equivalent; bachelor’s degree preferred; P&C license preferred or willing to obtain; strong communication; proficiency with Microsoft Office and agency management systems (e.g., EPIC).
Microsoft Office, EPIC
4w
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Personal Lines Client Service Manager II
Kimberly, Wisconsin, United States
HybridFull Time
1+ YOE1–3 years insurance or client service experience managing Personal Lines accounts; active P&C license; strong coverage, underwriting, communication, and problem-solving skills; tech-savvy and client-focused.
1mo
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Client Relationship Consultant 2 (Banker) Butler, WI
Butler, Wisconsin, United States
$20-$25/hr OnsiteFull Time
3+ YOEHigh school diploma, typically 3+ years retail banking experience, NMLS registration required (background & credit check), ability to build client relationships, open accounts, process transactions, and promote digital banking products.
2mo
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Sr. Surety Client Service Specialist
Philadelphia or Hartford or Phoenix or Miami or Dallas or Houston or Charlotte or Atlanta or Seattle or Birmingham or Tampa or Milwaukee or Detroit or Nashville or Knoxville
HybridFull Time
5+ YOEP&C licensed; 5-7 years in surety; insurance designations desirable; strong communication and interpersonal skills; able to multi-task and meet deadlines; EPIC experience; client service oriented.
EPIC
3mo
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Client Account Specialist Inside Sales
Appleton, Wisconsin, United States
$18-$26/hr OnsiteFull Time
Customer-facing role with 0+ years in sales/admin; strong communication; CRM/POS; multi-task; high school diploma required; driver’s license required.
CRM, POS, Microsoft Office, Adobe Illustrator, Photoshop, Design software
2w
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Temporary Client Operations Specialist - Tax
Phoenix or Columbus or Eau Claire or Albuquerque or Indianapolis or Appleton or United States
$18-$34/hr OnsiteFull Time
1+ YOEHigh school diploma/GED, 1+ year related experience, proficiency with Microsoft Office, strong attention to detail, communication and organizational skills; may require overtime and limited travel.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook