44 client support manager jobs at 19 companies in Waukesha, WI

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Work From Home - Client Support Manager
Milwaukee, Wisconsin, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
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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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
Accenture
AccentureNYSE: ACN: Global provider of management consulting and technology services.
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)
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Cybersecurity Client Relationship & Sales Support Specialist
Albany or Arlington or Atlanta or Austin or Beaverton or Bentonville or Boston or Carmel or Charlotte or Chicago or Cincinnati or Cleveland or Columbus or Culver City or Denver or Des Moines or Detroit or Hartford or Houston or Irving or Kirkland or Miami or Milwaukee or Minneapolis or Morristown or Mountain View or Nashville or New York City or Oklahoma City or Overland Park or Philadelphia or Pittsburgh or Raleigh or Redmond or Sacramento or San Diego or San Francisco or Scottsdale or Seattle or St. Louis or St. Petersburg or Walnut Creek or United States
$54k-$155k/yr HybridFull Time
Accenture
AccentureNYSE: ACN: Global professional services firm providing consulting and technology solutions.
3+ YOERequires 3+ years each in sales, cybersecurity, and project management, strong communication and executive presence, and a bachelor's degree or equivalent work experience.
Customer Relationship Management (CRM), Quarterly Business Review (QBR)
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Client Experience Specialist
Waukesha, Wisconsin, United States
$55k-$65k/yr OnsiteFull Time
Drake & Associates
Drake & Associates: Financial firm providing comprehensive retirement planning and wealth management services.
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
Wisconsin Humane Society
Wisconsin Humane Society: Provides animal sheltering, pet adoption, and veterinary care services.
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.
2d
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Account Manager of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services
Milwaukee or Madison or Wisconsin
FieldFull Time
BrightSpring Health Services
BrightSpring Health ServicesNASDAQ: BTSG: Provider of home and community-based health and pharmacy services.
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
1d
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Account Manager of Client Services / Skilled Nursing / Long-Term Care Pharmacy Services
Milwaukee, Wisconsin, United States
FieldFull Time
BrightSpring Health Services
BrightSpring Health Services: Providing home and community-based health and pharmacy services.
3+ YOEBachelor's degree or equivalent experience, 3–5 years in client management or support, preferably healthcare or business-to-business; requires Microsoft Office proficiency, problem-solving, root cause analysis, and project management experience.
Microsoft Office, CRM
15h
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Chef Manager
Grayslake, Illinois, United States
$60k-$65k/yr OnsiteFull Time
Quest Food Management Services
Quest Food Management Services: Provides on-site dining and catering services for schools.
Leads culinary operations, staff, nutrition, food safety, purchasing, sustainability, marketing, sales, and client support across assigned locations.
1w
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Merchant Services and Treasury Management Support Officer
West Allis, Wisconsin, United States
OnsiteFull Time
Tri City National Bank
Tri City National Bank: Regional community bank providing personal and business financial services.
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
4w
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Branch Office Administrator
Lake Geneva, Wisconsin, United States
$21-$23/hr OnsiteFull Time
Edward Jones
Edward Jones: Provides personalized financial advice and wealth management services.
Provides client service, account management, administrative support, scheduling, correspondence, marketing assistance, and technology use while supporting financial advisors and client accounts.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Wealth Associate Relationship Manager
Milwaukee, Wisconsin, United States
OnsiteFull Time
Johnson Financial Group
Johnson Financial Group: Provider of banking, wealth management, and insurance solutions.
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.
2mo
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Branch Office Administrator - Germantown, WI
Germantown, Wisconsin, United States
OnsiteFull Time
Edward Jones
Edward Jones: Offers investment management and financial planning through local branches.
Provide exceptional client service and administrative support to financial advisors; manage account openings and transactions; strong attention to detail, analytical thinking, and proficiency with MoneyGuide, Salesforce, and Microsoft Office.
MoneyGuide, Salesforce, Microsoft Office
1mo
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Trust Strategist and Legal Assistant
Louisville or Milwaukee
HybridFull Time
Baird
Baird: Global employee-owned firm providing wealth management and investment banking.
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
1w
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Receptionist
Milwaukee, Wisconsin, United States
OnsiteFull Time
Stafford Rosenbaum
Stafford Rosenbaum: Provides legal representation to individuals, businesses, and governments.
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
1mo
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Workers Compensation Claims Examiner II
Waukesha, Wisconsin, United States
$50k-$70k/yr OnsiteFull Time
TRISTAR
TRISTAR: Provider of independent third-party claims and risk management services.
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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Account Management Assistant
Sturtevant, Wisconsin, United States
OnsiteFull Time
Grand Appliance and TV
Grand Appliance and TV: Sells and installs home appliances, electronics, and mattresses.
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
Aspiriant
Aspiriant: Comprehensive wealth management and investment advisory for families.
3+ YOEThree+ years in wealth management; CFP designation; experience supporting wealth planning and advisory operations; non-client-facing role.
eMoney, wealth planning tools
2mo
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Customer Service Representative - State Farm Agent Team Member
North Chicago, Illinois, United States
$38k-$55k/yr OnsiteFull Time
Bryan Solis State Farm
Bryan Solis State Farm: Local agency providing personal and business insurance solutions.
Provide customer service, manage insurance policies, and support clients; bilingual Spanish preferred; prior customer service or insurance experience preferred.
3w
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Strategic Consulting (Smart Recruiters)
Wauwatosa, Wisconsin, United States
RemoteFull Time
Cielo
Cielo: Provides recruitment process outsourcing and talent acquisition services globally.
2+ YOEBachelor's preferred; minimum 2 years client-facing consulting and project management experience supporting TA/HR implementations; SmartRecruiters experience; proficiency with Microsoft Office and Smartsheet.
SmartRecruiters, Paradox, Workday, SAP, Oracle, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Smartsheet
1mo
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Non-Reg On-Caller - Janesville, WI
Janesville, Wisconsin, United States
OnsiteFull Time
Edward Jones
Edward Jones: Financial services firm providing wealth management and investment advice.
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