17 client support representative jobs at 12 companies in Wisconsin

2mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
Associate Client Support Representative (REMOTE)
Minnesota or Kentucky or South Carolina or Wisconsin or North Carolina
$20-$21/hr RemoteFull Time
Broadridge
BroadridgeNYSE: BR: Provides technology and infrastructure for global financial services.
3+ YOEHandle inbound/outbound client calls and email, use Salesforce and Microsoft Office, troubleshoot web products, create and maintain websites, 3+ years customer service experience preferred, bachelor’s preferred.
Salesforce, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, HTML
1mo
Save
Mark Applied
Hide
Client Support & Benefits Representative
Milwaukee, Wisconsin, United States
RemoteFull Time, Part Time
Allen Agency
Allen Agency: Independent agency providing life insurance and mortgage protection products.
Insurance license (or willingness to obtain), strong communication, self-motivated, basic CRM and computer skills, ability to work independently; training and mentorship provided.
CRM
1mo
Save
Mark Applied
Hide
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
1mo
Save
Mark Applied
Hide
Client Support & Benefits Representative
Green Bay, 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 computer skills including CRM, and ability to work independently in a remote environment.
CRM
1w
Save
Mark Applied
Hide
Client Success Representative
Tomah, Wisconsin, United States
OnsiteFull Time
MBE CPAs
MBE CPAs: Providing comprehensive tax, accounting, and financial consulting services.
Receptionist/administrative support role; proficiency with Microsoft Excel, Word, Outlook; strong communication, customer service, attention to detail; prior receptionist/admin experience preferred.
Microsoft Excel, Microsoft Word, Microsoft Outlook
1mo
Save
Mark Applied
Hide
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.
1mo
Save
Mark Applied
Hide
Product Support Sales Representative
Franksville, Wisconsin, United States
OnsiteFull Time
Roland Machinery
Roland Machinery: Sells, rents, and services heavy construction and mining equipment
Sell and support product lines; build client relationships; travel within territory; valid driver’s license; strong sales, tech comfort; DOT medical card.
CRM, Microsoft Office, Phone
2w
Save
Mark Applied
Hide
Work From Home - Part-Time Client Services Representative
Kenosha, Wisconsin, United States
RemotePart Time, Full Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
No formal qualifications listed; role requires work ethic, coachability, and desire to earn more. Warm leads, training, and ongoing support provided.
Zoom
2mo
Save
Mark Applied
Hide
Lab Client Services Representative - Waukesha Memorial - 0.5 FTE, 2nd Shift (112351)
Waukesha, Wisconsin, United States
OnsitePart Time
ProHealth Care
ProHealth Care: Community healthcare system providing comprehensive hospital and medical services.
High School Diploma; 1 year laboratory experience preferred.
1mo
Save
Mark Applied
Hide
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
1w
Save
Mark Applied
Hide
College Financial Representative, Internship Program
Wauwatosa, Wisconsin, United States
$500-$1k/yr OnsiteInternship
Northwestern Mutual
Northwestern Mutual: Provides life insurance, wealth management, and financial planning services.
Full-time student (juniors/seniors preferred), entrepreneurial and sales interest, campus involvement, time-management, prospecting and client meeting skills; support for licensing and exams provided.
1w
Save
Mark Applied
Hide
College Financial Representative, Internship Program
Wausau, Wisconsin, United States
$500-$1k/yr OnsiteInternship
Northwestern Mutual
Northwestern Mutual: Provides life insurance, wealth management, and financial planning services.
Full-time student internship teaching prospecting, client meetings, financial planning, and support for licensing (Series/SIE/insurance).
4d
Save
Mark Applied
Hide
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.
2w
Save
Mark Applied
Hide
Sales Representative — Educators & Coaches Transition Role
Black River Falls, 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 role requiring territory management, group presentations, client relationship building, and willingness to obtain Health & Life insurance license (support provided).
1mo
Save
Mark Applied
Hide
Inside Sales Representative - Digital Print Sales
Milwaukee or Chicago
$60k/yr HybridFull Time
TricorBraun
TricorBraun: Global wholesale distributor providing custom and stock packaging solutions.
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.
3mo
Save
Mark Applied
Hide
ARCHITECTURAL & STRUCTURAL SALES
Waukesha, Wisconsin, United States
$59k-$88k/yr OnsiteFull Time
Wells
Wells: Designing, manufacturing, and installing architectural and structural precast concrete.
Early-career sales candidate with construction exposure, ability to develop client relationships, read construction drawings, support estimating, and use CAD/modeling and office software.
SketchUp, Revit, AutoCAD, Microsoft Office