13 client support manager jobs at 10 companies in Manitowoc, WI
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Client Account Manager
Sheboygan Falls, Wisconsin, United States
OnsiteFull Time
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.
Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
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
MyPath: Provides specialized residential and behavioral support for special needs.
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.
MyPath: Provides specialized residential and behavioral support for special needs.
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.
Project Coordinator / Sales Support / Order Management
De Pere, Wisconsin, United States
OnsiteFull Time
Atmosphere Commercial Interiors: Provides commercial furniture and design services for workplaces.
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
Mount Pleasant or Milwaukee County or Ozaukee County or Door County or Brown County or Kenosha County or West Allis or Milwaukee
$41k-$51k/yrOnsiteFull Time
Wisconsin Humane Society: Provides animal sheltering, pet adoption, and veterinary care services.
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)
KerberRose: Accounting firm providing tax, audit, and wealth management services.
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
KerberRose: Accounting firm providing tax, audit, and wealth management services.
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
Edward Jones: Offers investment management and financial planning through local branches.
Provide client service, manage account administration, perform administrative and operational support, and use tools like MoneyGuide, Salesforce, and Microsoft Office.
Innovative Care Services: Provides residential and community support for people with disabilities.
Supports people with mental health diagnoses, teaches life skills, documents client contact, participates in case management, and completes required training and continuing education.
Carson Group: Provides wealth management and business support for financial advisors.
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