43 client support manager jobs at 19 companies in West Bend, WI
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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
1mo
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Client Account Manager
Sheboygan Falls, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years in account management/customer success or related; Bachelor's degree in Business/Marketing preferred; strong client relationship, communication, and problem‑solving skills; ability to identify expansion opportunities and support sales targets.
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)
1w
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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
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)
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
4w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
Provide client service and operational support for onboarding, account administration, and advisor collaboration; bachelor\u0002s preferred; experience in wealth management or client service preferred.
custodial platforms, CRM systems, portfolio management software, Microsoft Office Suite
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.
2d
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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
1w
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Branch Office Administrator
Cedarburg, Wisconsin, United States
$24-$26/hr OnsiteFull Time
Provides client service, account management, administrative support, scheduling, marketing assistance, recordkeeping, and technology support while learning financial services operations.
MoneyGuide, Salesforce, Microsoft Office
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.
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
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
3d
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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
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
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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Strategic Consulting (Smart Recruiters)
Wauwatosa, Wisconsin, United States
RemoteFull Time
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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Sales Assistant - Bilingual
Waukesha or United States or United States or United States or United States
$45k-$55k/yr HybridFull Time
Support loan officers with marketing, client communication, loan data entry (Encompass), calendar management, pipeline monitoring; strong customer service, communication, organization, and attention to detail.
Microsoft Office Suite, Microsoft Outlook, Encompass
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.
1mo
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Inside Sales Representative - Digital Print Sales
Milwaukee or Chicago
$60k/yr HybridFull Time
Drive sales and grow accounts across the Midwest; strong communication, customer-first mentality, ability to manage multiple priorities, provide quotations and samples, forecast demand, and support client projects.
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