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4 client support representative jobs at 4 companies in Madison, WI

2mo
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Client Support Representative
Waunakee, Wisconsin, United States
OnsiteFull Time
Lake Ridge Bank
Lake Ridge BankOTC: LRBI: Community bank providing commercial, personal, and wealth management services.
1+ YOEAssociate degree or 1-2 years in financial services; client service experience; knowledge of financial products; proficient with Microsoft Office; strong organizational and communication.
Microsoft Office
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1mo
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Client Support & Benefits Representative
Madison, Wisconsin, United States
RemoteFull Time, Part Time
Allen Agency
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Requires (or willingness to obtain) an insurance license, strong communication and interpersonal skills, self-motivation, basic CRM/computer skills, and ability to work independently in a remote environment.
CRM
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College Financial Representative, Internship Program
Middleton, Wisconsin, United States
$500-$1k/yr OnsiteInternship
Northwestern Mutual
Northwestern Mutual: Provides life insurance, wealth management, and financial planning services.
Internship program in financial services; prospecting, client meetings, and licensing support.
Financial planning software
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Sales Representative — Educators & Coaches Welcome
Brodhead, Wisconsin, United States
$75k-$95k/yr HybridFull Time, Contract
Impact Insurance Agency
Impact Insurance Agency: Provides supplemental insurance solutions for businesses and their employees.
Consultative B2B sales and relationship management; willingness to obtain Health & Life insurance license (support provided); strong communication, organization, and client-service skills; experience from education or coaching preferred.
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