31 client support manager jobs at 24 companies in Brookfield, WI

1w
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Client Support Specialist
Milwaukee, Wisconsin, United States
OnsiteFull Time
Curative Care
Curative Care: Provides rehabilitation and support services for people with disabilities.
High school diploma required; First Aid/CPR and Medication Management certification within 6 months; criminal background and TB screening; prior healthcare experience preferred; strong communication and judgment skills.
2w
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Client Account Manager
Sheboygan Falls, Wisconsin, United States
OnsiteFull Time
Courser
Courser: Provides managed IT services through a network of partner companies.
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.
6d
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ACCOUNT MANAGER, CLIENT SERVICES
Milwaukee, Wisconsin, United States
$79k-$83k/yr FieldFull Time
BrightSpring Health Services
BrightSpring Health Services: Providing home and community-based health and pharmacy services.
3+ YOEBachelor's degree or equivalent experience; 3-5 years client management or client support experience; advanced Microsoft Office; strong communication, time-management, problem-solving, root cause analysis, and cross-functional collaboration skills.
Microsoft Office, CRM
2mo
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Client Experience Specialist
Mequon or Waukesha
$55k-$65k/yr OnsiteFull Time
Drake & Associates
Drake & Associates: Financial firm providing comprehensive retirement planning and wealth management services.
5+ YOE5+ years of office/administrative experience in a fast-paced environment; scheduling, Calendar management, multi-line phone systems; strong office tech and database skills.
Calendar software, Phone system, Office software
1mo
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Client Services Representative/Shift Lead - Milwaukee Campus
Milwaukee, Wisconsin, United States
$15-$16/hr OnsiteFull Time, Part Time
Wisconsin Humane Society
Wisconsin Humane Society: Provides animal sheltering, pet adoption, and veterinary care services.
Supervise client services workflow, support animal care standards, adjust schedules, train staff/volunteers, triage emergent situations, work evenings/weekends/rotating holidays, and routinely lift up to 50 lbs.
3w
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SAP EWM Manager - CMT
Chicago or Milwaukee or Dallas or Columbus or Kirkland or Cincinnati or New York City or Cleveland or Oklahoma City or Austin or Albany or St. Petersburg or Hartford or Pittsburgh or St. Louis or Miami or Sacramento or Raleigh or Minneapolis or Mountain View or Scottsdale or San Francisco or Morristown or Denver or Boston or Philadelphia or Des Moines or Overland Park or Los Angeles or Charlotte or Walnut Creek or Carmel or Seattle or Houston or Arlington or Atlanta or Redmond or Bentonville or Beaverton or Nashville or Detroit or San Diego
$80k-$294k/yr OnsiteFull Time
Accenture
AccentureNYSE: ACN: Global provider of management consulting and technology services.
7+ YOE5+ Mgmt7+ years SAP EWM experience; 5+ years supporting CMT clients; 2 end-to-end SAP S/4 implementations; 5+ years managing SAP delivery teams in a Global Delivery Model; Bachelor’s degree or equivalent.
SAP, SAP EWM, SAP S/4
2d
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Analyst I, Product Technical Support
Milwaukee, Wisconsin, United States
OnsiteFull Time
FIS
FISNYSE: FIS: Provides technology solutions for merchants, banks, and capital markets
Bachelor's level or equivalent, strong client-facing and problem-solving skills, knowledge of FIS products/systems, ability to manage client relationships, execute implementations, and resolve technical issues.
2w
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Non-Reg On-Caller - Union Grove, WI
Union Grove, Wisconsin, United States
OnsitePart Time
Edward Jones
Edward Jones: Financial services firm providing wealth management and investment advice.
Provide administrative support to financial advisors, manage client accounts, strong computer literacy, attention to detail, communication and analytical skills.
MoneyGuide, Salesforce, Microsoft Office
1w
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Wealth Associate Relationship Manager
Milwaukee, Wisconsin, United States
OnsiteFull Time
Johnson Financial Group
Johnson Financial Group: Provider of banking, wealth management, and insurance solutions.
2+ YOEBachelor's degree and 2+ years supporting affluent clients, Series 65 required or obtain within six months, commitment to pursue CFP, strong communication and financial planning knowledge.
1mo
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Account Manager II, Commercial Insurance
Milwaukee or Green Bay
$61k-$85k/yr HybridFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
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.
1mo
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Branch Office Administrator - Germantown, WI
Germantown, Wisconsin, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Provide exceptional client service and administrative support to financial advisors; manage account openings and transactions; strong attention to detail, analytical thinking, and proficiency with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
3w
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Trust Strategist and Legal Assistant
Louisville or Milwaukee
HybridFull Time
Baird
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOEProvide administrative support for trust strategists and legal team; scheduling, CRM management, client onboarding, creating materials, and report preparation. Requires Word/Excel/PowerPoint proficiency and project management; 2-3 years securities admin experience preferred; HS required; Bachelor's or paralegal preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, CRM
3w
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Administrative Assistant - Wealth Management
Fort Atkinson, Wisconsin, United States
OnsiteFull Time
PremierBank
PremierBank: Wisconsin community bank offering personal and business financial services.
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
3mo
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Lead Caregiver
Brookfield or Milwaukee
$17-$19/hr OnsiteFull Time
MyPath
MyPath: Provides specialized residential and behavioral support for special needs.
1+ YOE1+ MgmtSupervise caregiver staff, mentor, ensure client care, health monitoring, train and coach team.
3w
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Workers Compensation Claims Examiner II
Waukesha, Wisconsin, United States
$50k-$70k/yr OnsiteFull Time
TRISTAR
TRISTAR: Provider of independent third-party claims and risk management services.
3+ YOEManage indemnity workers' compensation claims from inception to conclusion; investigate claims, determine compensability, manage medical treatment/billing, set reserves, and communicate with clients and providers. High school/GED required; bachelor’s preferred; 3+ years related experience.
Microsoft Word, Microsoft Excel, Electronic computer, 10-key, fax machine, copier, printer
1d
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Account Management Assistant
Sturtevant, Wisconsin, United States
OnsiteFull Time
Grand Appliance and TV
Grand Appliance and TV: Sells and installs home appliances, electronics, and mattresses.
Provide account support, manage client records and communications, process orders, generate reports, and identify upsell opportunities; bachelor's preferred and CRM/Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Salesforce, HubSpot
2mo
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Senior Associate - Planning, Strategy & Research
San Diego or Los Angeles or San Francisco or Mountain View or Irvine or Austin or Minneapolis or Milwaukee or Cincinnati or New York
$85k-$110k/yr HybridFull Time
Aspiriant
Aspiriant: Comprehensive wealth management and investment advisory for families.
3+ YOEThree+ years in wealth management; CFP designation; experience supporting wealth planning and advisory operations; non-client-facing role.
eMoney, wealth planning tools
1d
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Strategic Consulting (Smart Recruiters)
Wauwatosa, Wisconsin, United States
RemoteFull Time
Cielo
Cielo: Provides recruitment process outsourcing and talent acquisition services globally.
2+ YOEBachelor's preferred; minimum 2 years client-facing consulting and project management experience supporting TA/HR implementations; SmartRecruiters experience; proficiency with Microsoft Office and Smartsheet.
SmartRecruiters, Paradox, Workday, SAP, Oracle, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Smartsheet
2w
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College Financial Representative, Internship Program
Wauwatosa, Wisconsin, United States
$500-$1k/yr OnsiteInternship
Northwestern Mutual
Northwestern Mutual: Provides life insurance, wealth management, and financial planning services.
Full-time student (juniors/seniors preferred), entrepreneurial and sales interest, campus involvement, time-management, prospecting and client meeting skills; support for licensing and exams provided.
1mo
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Director of Company Retirement Plans
Madison or Milwaukee
OnsiteFull Time
First Business Bank
First Business BankNASDAQ: FBIZ: Specialized banking and wealth management for businesses and executives.
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.