17 client support representative jobs at 12 companies in Wisconsin
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Client Support Representative
Waunakee, Wisconsin, United States
OnsiteFull Time
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.
Minnesota or Kentucky or South Carolina or Wisconsin or North Carolina
$20-$21/hrRemoteFull Time
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
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.
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.
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.
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
Client Services Representative/Shift Lead - Milwaukee Campus
Milwaukee, Wisconsin, United States
$15-$16/hrOnsiteFull Time, Part Time
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.
College Financial Representative, Internship Program
Wauwatosa, Wisconsin, United States
$500-$1k/yrOnsiteInternship
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.
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.
Sales Representative — Educators & Coaches Transition Role
Black River Falls, Wisconsin, United States
$75k-$95k/yrHybridFull Time, Contract
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).
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.
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.