23 client support manager jobs at 14 companies in Beloit, WI
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Client Support Manager
Waunakee or Evansville
OnsiteFull Time
5+ YOEAssociate's degree or equivalent experience, 5+ years in banking/financial services with leadership experience; strong knowledge of retail banking products, digital services, KPIs, and advanced computer skills (Word, Excel, Outlook).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, AI
3w
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Project Coordinator / Sales Support / Order Management
Madison, Wisconsin, United States
HybridFull Time
2+ YOEAssociates degree required (bachelor's preferred), minimum 2 years client service/project coordination or order management experience, proficiency with Microsoft Excel/Outlook/Teams, strong communication and problem-solving skills.
Microsoft Excel, Microsoft Outlook, Microsoft Teams
2mo
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Housing Case Manager - Permanent Supportive Housing (Balsam)
Madison, Wisconsin, United States
$48k/yr HybridFull Time
Provide case management for PSH clients; manage housing goals, referrals, landlord mediation; requires driving, travel; bilingual Spanish encouraged.
2d
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Branch Office Administrator - Madison, WI
Madison, Wisconsin, United States
OnsiteFull Time
Requires client service, account management, administrative support, strong computer literacy, analytical thinking, attention to detail, adaptability, collaboration, and willingness to learn financial services technology.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Administrative Assistant - Wealth Management
Fort Atkinson, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years professional or 3+ years administrative experience preferred; associate's in business/finance preferred; strong Microsoft Office and CRM skills, confidentiality, organization, client service, and ability to manage multiple tasks.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, CRM systems
2mo
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Construction Project Leader
Madison, Wisconsin, United States
OnsiteFull Time
Lead transportation construction projects with on-site observation, materials testing, CAD support, contract document preparation, client coordination, and team mentoring; requires relevant degree or multi-year experience and a valid driver’s license.
CAD
1mo
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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
2w
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Financial Education Coordinator
Madison or United States
$59k-$65k/yr RemoteFull Time
Support and execute client financial education programs; strong communication, client relationship, data management, and technology skills (HubSpot, Microsoft Bookings).
HubSpot, Microsoft Bookings
2w
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Sales & Marketing Coordinator
Madison, Wisconsin, United States
OnsiteFull Time
Provide sales and marketing support including CRM/data management, proposal and materials preparation, client correspondence, event coordination; post-secondary education or equivalent and sales/support experience preferred.
CRM, Microsoft Office
1mo
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Event Sales Admin
Madison, Wisconsin, United States
OnsiteFull Time
Provide administrative support for event sales, manage client inquiries and bookings, coordinate event logistics, maintain records, and deliver excellent customer service.
1mo
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Project Specialist - Electric Distribution
Madison or Indianola
RemoteFull Time
Experience supporting electric distribution design (overhead and/or underground); strong technical foundations, attention to detail, stakeholder coordination, and interest in project management and client interaction.
3d
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Non-Reg On-Caller - Rockford, IL
Rockford, Illinois, United States
OnsiteFull Time
Client service, account management, administrative support, analytical thinking, attention to detail, adaptability, conversational skills, and digital tool use (MoneyGuide, Salesforce, Microsoft Office).
MoneyGuide, Salesforce, Microsoft Office
1mo
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Director of Company Retirement Plans
Madison or Milwaukee
OnsiteFull Time
10+ YOE10+ years in retirement plan services, demonstrated leadership managing teams, strong client service and plan design experience, deep ERISA and fiduciary knowledge, and ability to support business development.
3w
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Sales Representative — Educators & Coaches Welcome
Brodhead, Wisconsin, United States
$75k-$95k/yr HybridFull Time, Contract
Consultative B2B sales and relationship management; willingness to obtain Health & Life insurance license (support provided); strong communication, organization, and client-service skills; experience from education or coaching preferred.
3w
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Tax Administrator
Madison, Wisconsin, United States
OnsiteFull Time
Provide administrative support for service line leaders, manage calendars, prepare correspondence, assist with billing/time entry and maintain client records; proficiency with Microsoft Office required; professional services experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, CCH Axcess
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