13 client support manager jobs at 10 companies in Bellevue, WI
3w
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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
1w
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Economic Support Specialist.
Manitowoc, Wisconsin, United States
$22-$25/yr OnsiteFull Time
High school diploma or equivalent; combination of education and experience to perform eligibility determination, case management, documentation, and client support for public assistance programs.
2w
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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.
1mo
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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.
2mo
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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.
3w
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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
1d
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Shelter Operations Manager - Racine Campus
Mount Pleasant or Milwaukee County or Ozaukee County or Door County or Brown County or Kenosha County or West Allis or Milwaukee
$41k-$51k/yr OnsiteFull Time
Leadership ability, alignment with compassion and equity values, emotional resilience, client and staff support skills, and ability to perform physical duties including lifting up to 50 pounds.
Employee Assistance Program (EAP), Health Savings Account (HSA)
1mo
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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.
1mo
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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
1mo
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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
2d
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Youth Mental Health Technician
Green Bay, Wisconsin, United States
$16-$19/hr OnsiteFull Time
Supports people with mental health diagnoses, teaches life skills, documents client contact, participates in case management, and completes required training and continuing education.
3w
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Relationship and Operations Associate
Green Bay, Wisconsin, United States
$55k-$60k/yr OnsiteFull Time
Provide client and advisor support, prepare and process account paperwork, manage records and transfers; bachelor\u0002s degree preferred and 1+ year financial services experience preferred.
Orion, Goldmine, Redtail, Salesforce, Microsoft Word, Microsoft Access, Microsoft Excel, Microsoft Outlook
2w
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Senior Personal Trust Assistant
Green Bay, Wisconsin, United States
$22-$37/hr OnsiteFull Time
4+ YOEProvide administrative and trust account support to Relationship Managers; coordinate account administration, transaction processing, client service, and trust-document review. Requires banking/administrative experience and associate-level education.
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