1w
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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
2d
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Direct Support Supervisor
Green Bay or Pulaski or New Franken
OnsiteFull Time
Supervise and coach caregiver staff; assist clients with ADLs; valid driver’s license with 3 years acceptable record, background check, TB test, reliable transportation, age 18+, communication and problem-solving skills.
2w
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Supervisor, Direct Support
Appleton, Wisconsin, United States
OnsiteFull Time
Supervise direct care staff, assist clients with ADLs, redirect challenging behaviors, complete cooking/cleaning tasks; must be 18+, pass background/TB/health screens, and have a valid driver’s license with acceptable driving record.
1mo
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Director of Trust Support Services, Operations
Green Bay, Wisconsin, United States
$137k-$235k/yr OnsiteFull Time
10+ YOE7+ MgmtOversee centralized trust operations; drive efficiency, regulatory compliance, and client service; lead high-performing teams.
1w
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Project Coordinator / Sales Support / Order Management
De Pere, Wisconsin, United States
OnsiteFull Time
2+ YOECoordinate order lifecycle and project execution; 2+ years client service/project coordination experience; associates degree required; proficiency with Microsoft Office (Excel, Outlook, Teams); strong communication and problem-solving.
Microsoft Excel, Microsoft Outlook, Microsoft Teams, Microsoft Office
1mo
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Account Manager II, Commercial Insurance
Milwaukee or Green Bay
$61k-$85k/yr HybridFull Time
2+ YOE2+ years insurance experience (commercial risk preferred), strong client relationship and communication skills, ability to support renewals and billing, data analysis and report writing, P&C broker license preferred or to be obtained within 120 days.
4w
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Account Executive - M&A Team (Green Bay, WI)
Green Bay, Wisconsin, United States
OnsiteFull Time
Support onboarding and integration of acquired agencies, manage client service during integrations, collaborate with leadership, support employee transitions, and handle marketing/renewals/proposals.
3w
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Administrative Intern
Green Bay, Wisconsin, United States
OnsiteInternship
Currently enrolled in or completed a 2- or 4-year business degree; proficiency in Microsoft Excel, Word, Outlook and Adobe; CRM experience preferred; ability to manage calendars, support client meetings, respond to communications, and maintain client records.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Adobe, CRM
3w
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Administrative Intern
Appleton, Wisconsin, United States
OnsiteInternship
Provide office support, manage calendars, attend client meetings, open/close accounts, respond to communications, and update CRM. Must be enrolled in or have completed an associates or bachelors in a business-related field; proficient in Microsoft Excel, Word, Outlook, and Adobe.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Adobe, CRM
2mo
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Events Coordinator (WI, Caledonia)
Caledonia, Wisconsin, United States
OnsiteFull Time
Experience coordinating events, client tours, vendor coordination, on-site event leadership, and sales support.
4w
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Account Executive - M&A Team (Fond du Lac, WI)
Fond du Lac, Wisconsin, United States
OnsiteFull Time
Experience supporting onboarding and integration of acquired agencies, managing client service during integrations, strong communication and relationship-building skills, and ability to support multiple partnerships.
2d
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Branch Office Administrator - Fond Du Lac, WI
Fond du Lac, Wisconsin, United States
OnsiteFull Time
Provide client service, manage account administration, perform administrative and operational support, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
4w
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Group Sales Coordinator, The American Club
Kohler, Wisconsin, United States
$23-$34/hr OnsiteFull Time
Support sales managers with proposals, contracts, reporting, client communication; prospect and solicit group business; strong Microsoft Office/Excel skills; Delphi and Resort Suite experience preferred; bachelor's degree preferred.
Microsoft Office, Microsoft Excel, Delphi, Resort Suite