19 client support manager jobs at 12 companies in Middleton, WI
1mo
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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.
2w
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Branch Office Administrator - Baraboo, WI
Baraboo, Wisconsin, United States
OnsiteFull Time
Provide exceptional client service, manage account administration, support financial advisors, handle scheduling and documentation, and use MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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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Part Time Branch Office Administrator - Sun Prairie, WI
Sun Prairie, Wisconsin, United States
OnsitePart Time
Provide client service, account management, and administrative support for financial advisors; strong attention to detail, analytical thinking, conversational skills, and computer literacy with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
2mo
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Senior BOA - Columbus, WI
Columbus, Wisconsin, United States
OnsiteFull Time
5+ YOE5+ years financial services/banking/legal experience, strong client service, account management, administrative support, analytical thinking, attention to detail, and proficiency with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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
1w
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Branch Office Administrator - Edgerton, WI
Edgerton, Wisconsin, United States
OnsiteFull Time
Provide client service, manage client accounts and transactions, perform administrative and operational support, and use firm technologies such as MoneyGuide and Salesforce.
MoneyGuide, Salesforce, Microsoft Office
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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Branch Office Administrator - Mt Horeb, WI
Mount Horeb, Wisconsin, United States
OnsiteFull Time
Provide administrative support to financial advisors, deliver client service, manage account transactions, support marketing and branch business planning; proficiency with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
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.
4w
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Non-Reg On-Caller - Janesville, WI
Janesville, Wisconsin, United States
OnsiteFull Time
Provide exceptional client service, manage account transactions, perform administrative and operational support, use MoneyGuide/Salesforce/Microsoft Office, strong attention to detail and analytical skills.
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.
1mo
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Sr BOA - Oregon, WI
Oregon, Wisconsin, United States
OnsiteFull Time
5+ YOE5+ years related financial services/banking/legal experience; client service and account management; administrative and operational support; proficiency with MoneyGuide, Salesforce, and Microsoft Office; strong analytical and communication skills.
MoneyGuide, Salesforce, Microsoft Office
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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