15 client support manager jobs at 12 companies in Reedsburg, WI
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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
3d
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Account Manager of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services
Milwaukee or Madison or Wisconsin
FieldFull Time
3+ YOEBachelor's degree or equivalent experience; 3–5 years in client management, customer service, or client support, preferably in healthcare or business-to-business settings. Requires Microsoft Office, communication, problem-solving, and multitasking skills.
Microsoft Office, CRM
1mo
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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
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.
1mo
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Branch Office Administrator
Mount Horeb, Wisconsin, United States
$23-$24/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, documentation, marketing assistance, and technology support; requires computer literacy and strong analytical, communication, and teamwork skills.
MoneyGuide, Salesforce, Microsoft Office
4w
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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
2w
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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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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
1w
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Surgery Patient Care Coordinator
Madison, Wisconsin, United States
OnsiteFull Time
Experienced client service professional needed to coordinate surgery appointments, provide client service, manage records and correspondence, explain fees, process payments, and support pet owners.
Microsoft Workday
1mo
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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
1mo
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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.
2mo
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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.
1w
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Financial Advisor - Middleton, WI
Middleton, Wisconsin, United States
$70k-$100k/yr OnsiteFull Time
2+ YOERequires 2–5 years in advisory support, a bachelor's degree, financial planning and wealth management expertise, client relationship skills, and Microsoft Office proficiency. CFP certification is preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Advisor AI, AI note-taking, AI-driven client meeting insights, Health Savings Account (HSA), Flexible Spending Account (FSA), Employee Assistance Program (EAP)
1mo
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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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