39 client support manager jobs at 26 companies in Franklin, WI
2mo
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Senior Director, Client Support
Riverwoods or McLean or Chicago
$217k-$272k/yr OnsiteFull Time
10+ YOE7+ Mgmt10+ years in merchant servicing/relationship management or vendor ops in payments; 7+ years in people leadership; experience with large networks and third-party vendors; 12+ years in payments ops; 9+ years leadership experience.
1mo
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IT Client Services Manager
Libertyville, Illinois, United States
$110k-$140k/yr OnsiteFull Time
5+ YOE2+ Mgmt5+ years IT support experience with 2+ years leading teams; advanced Google Workspace and Microsoft 365 (Entra ID, Intune) administration; experience with Freshservice and RMM tools; vendor and asset management; strong communication and strategic mindset.
Google Workspace, Gmail, Drive, Google Groups, Admin Console, Microsoft Intune, Level.io, Freshservice, Active Directory, Entra ID, Microsoft 365
1w
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PS Implementation Support Manager, Advisory
Berkeley Heights or Lincoln or Omaha or Milwaukee
$100k-$166k/yr OnsiteFull Time
6+ YOE6+ years implementing core banking/lending solutions (DNA preferred), experience with client-facing conversions and workflow analysis, Associate's degree or equivalent, Microsoft Office proficiency, SQL experience preferred, valid U.S. work authorization required.
Microsoft Office, Structured Query Language (SQL), DNA
1mo
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Client Service Coordinator - 002147
Vernon Hills, Illinois, United States
$17-$22/hr OnsiteFull Time
Provide exceptional client service, manage client/pet flow, complete documentation, schedule appointments, handle transactions, educate clients on wellness plans, and support veterinary team.
4d
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Cybersecurity Client Relationship & Sales Support Specialist
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. Pete 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
$59k-$155k/yr HybridFull Time
3+ YOERequires 3+ years in sales, cybersecurity, and project management; strong communication and executive presence; and a bachelor's degree or equivalent experience.
Customer Relationship Management (CRM)
1w
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Client Experience - Awareness and Launch - Project Manager
Minneapolis or Fargo or Gresham or Brea or Milwaukee
$105k-$124k/yr HybridFull Time
2+ YOEBachelor's degree or equivalent experience,2+ years project management,2+ years supporting digital/client platforms,experience in adult learning/readiness,strong communication and analytical skills.
2w
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ACCOUNT MANAGER, CLIENT SERVICES
Milwaukee, Wisconsin, United States
$79k-$83k/yr FieldFull Time
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
1w
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Client Experience Specialist
Waukesha, Wisconsin, United States
$55k-$65k/yr OnsiteFull Time
5+ YOE5+ years office/administrative experience, strong scheduling and calendar management, Google Calendar and multi-line phone experience, database and office technology proficiency, strong communication and attention to detail.
Google Calendar
1mo
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Client Experience Coordinator
Lake Bluff, Illinois, United States
$19-$22/hr OnsiteFull Time
Provide family-facing support, manage schedules and cancellations, coordinate with clinicians, conduct local outreach and events, maintain clinic operations, and drive online family engagement.
1mo
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Client Services Representative/Shift Lead - Milwaukee Campus
Milwaukee, Wisconsin, United States
$15-$16/hr OnsiteFull Time, Part Time
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.
2w
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Analyst I, Product Technical Support
Milwaukee, Wisconsin, United States
OnsiteFull Time
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.
1mo
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Non-Reg On-Caller - Union Grove, WI
Union Grove, Wisconsin, United States
OnsitePart Time
Provide administrative support to financial advisors, manage client accounts, strong computer literacy, attention to detail, communication and analytical skills.
MoneyGuide, Salesforce, Microsoft Office
3w
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Wealth Associate Relationship Manager
Milwaukee, Wisconsin, United States
OnsiteFull Time
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.
2mo
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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.
2mo
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Branch Office Administrator - Germantown, WI
Germantown, Wisconsin, United States
OnsiteFull Time
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
1mo
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Trust Strategist and Legal Assistant
Louisville or Milwaukee
HybridFull Time
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
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
1mo
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Workers Compensation Claims Examiner II
Waukesha, Wisconsin, United States
$50k-$70k/yr OnsiteFull Time
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
1mo
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Living File Representative
Vernon Hills, Illinois, United States
$20-$22/hr OnsiteFull Time
Scanning and importing documents, managing import/export with clients, renaming and exporting images, maintaining low exception rates, 40 WPM typing, Microsoft Office familiarity, strong communication and independent judgment.
Microsoft Office
2w
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Account Management Assistant
Sturtevant, Wisconsin, United States
OnsiteFull Time
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
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