39 client support manager jobs at 26 companies in Oconomowoc, 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
1d
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Work From Home - Client Support Manager
Milwaukee, Wisconsin, United States
RemoteFull Time
Customer service dedication, strong communication and interpersonal skills, ability to lead and inspire teams, and interest in professional growth and development.
Zoom
2w
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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
1w
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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)
2w
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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
2mo
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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.
4w
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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
1d
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Merchant Services and Treasury Management Support Officer
West Allis, Wisconsin, United States
OnsiteFull Time
3+ YOERequires 3–5 years of banking experience, CRM experience, sales and client management background, Microsoft Office proficiency, a valid driver's license, insured automobile, and strong communication and analytical skills.
CRM, Microsoft Word, Microsoft Excel, Microsoft Outlook, Business Online Banking, Mobile Banking, Remote Deposit Capture, ACH, Bill Pay, Positive Pay, Wire Transfer, internet
3mo
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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.
4w
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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.
1w
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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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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
2d
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Receptionist
Milwaukee, Wisconsin, United States
OnsiteFull Time
Client-service focus, excellent communication, teamwork, organization, flexibility, confidentiality, and proficiency with Adobe, Microsoft Office, practice management software, records, and filing systems.
Adobe, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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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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
3w
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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
3w
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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
3mo
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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
3+ YOEThree+ years in wealth management; CFP designation; experience supporting wealth planning and advisory operations; non-client-facing role.
eMoney, wealth planning tools
3w
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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
2mo
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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.
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