Kestra Holdings: Provides wealth management platforms and business infrastructure to advisors.
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
Kestra Holdings: Provides wealth management platforms and technology for independent financial professionals.
Provide client service and operational support for onboarding, account administration, and advisor collaboration; strong communication, analytical skills, and familiarity with custodial platforms and CRM systems; bachelor\u0002s preferred.
custodial platforms, CRM, portfolio management software, Microsoft Office Suite
Manitowoc County: Providing essential public services to Manitowoc County residents.
High school diploma or equivalent; combination of education and experience to perform eligibility determination, case management, documentation, and client support for public assistance programs.
Professional Services Group & Community Impact Programs: Provides mental health treatment and social services to Wisconsin communities.
Bachelor's degree required (Social Work, Psychology, Criminal Justice or related); reliable transportation, valid driver's license, and auto insurance; experience with at-risk youth preferred; ability to travel within Brown County and provide client-centered support.
Caravel Autism Health: Provider of behavioral therapy for children with autism.
1+ YOEHigh school diploma/GED, 1+ year administrative or client-facing experience in medical/therapeutic settings, strong organization, multitasking, phone and office equipment experience, HIPAA knowledge, ability to lift up to 35 lbs.