24 client support manager jobs at 12 companies in Sun Prairie, 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
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.
3w
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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
3w
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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
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
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
2d
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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
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.
1mo
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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
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.
4d
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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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