382 client jobs at 171 companies in Waupun, WI

2w
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Client Caregiver Lead
Neenah, Wisconsin, United States
$18-$20/hr FieldFull Time, Part Time
Home Instead
Home Instead: Personalized in-home care and companionship services for seniors.
Previous caregiving experience required, valid driver’s license and clean driving record, background check/drug screen/DMV check, ability to transport clients and communicate with families.
2mo
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Client Service Representative
Neenah, Wisconsin, United States
OnsiteFull Time
Jewelers Mutual
Jewelers Mutual: Provides insurance and risk management for the jewelry industry.
2+ YOELicensed Property & Casualty, 2+ years insurance client service, high school diploma, CISR/CIC preferred.
2mo
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Client Service Specialist
Waukesha, Wisconsin, United States
$55k-$70k/yr OnsiteFull Time
Drake & Associates
Drake & Associates: Financial firm providing comprehensive retirement planning and wealth management services.
1+ YOE1+ years in client service or financial services; strong organization, communication, and time management; detail-oriented; proficient with Google Workspace; quick learner.
Google Workspace, Salesforce
2w
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Client Experience Partner
Pewaukee, Wisconsin, United States
HybridFull Time
Heartland Business Systems
Heartland Business Systems: Delivers comprehensive IT solutions and technology consulting services.
2+ YOE2+ years customer success/account management experience, associate degree or equivalent, strong communication, client advocacy, account retention/expansion, presentation and Microsoft Office proficiency.
ConnectWise Manage, Salesforce, HubSpot, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Client Services Advisor
Neenah, Wisconsin, United States
OnsiteFull Time
J. J. Keller
J. J. Keller: Provides regulatory compliance and workplace safety solutions to businesses.
2+ YOE2+ years office experience, client services experience preferred; post-secondary business education preferred; proficiency in Microsoft Word and intermediate Excel; strong communication, problem-solving, and regulatory knowledge.
Microsoft Word, Microsoft Excel
1w
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Client Specialist
Oconomowoc, Wisconsin, United States
OnsiteFull Time
Baird
Baird: Global employee-owned firm providing wealth management and investment banking.
2+ YOE2+ years industry or administrative experience; must hold or obtain SIE, Series 7 and Series 66 (or Series 63+65) within 18 months; proficient with Microsoft Word, Excel, PowerPoint and CRM; strong communication, attention to detail, and regulatory compliance knowledge.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM) system
1mo
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Lending Client Coordinator
Johnson Creek, Wisconsin, United States
$42k-$67k/yr HybridFull Time
Compeer Financial
Compeer Financial: Provides financial services and crop insurance to agricultural producers.
Provide front-line client service, perform loan servicing and monetary accounting, manage documents and office coordination, use Microsoft Word/Excel/Outlook, maintain accuracy and compliance; high school diploma/GED preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Windows
2mo
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Client Service Associate - NR
Mequon, Wisconsin, United States
OnsiteFull Time
Stifel Financial
Stifel FinancialNYSE: SF: Financial services firm providing wealth management and investment banking.
2+ YOEHigh School diploma; 2 years clerical/related industry experience; proficient with MS Office; ability to open and maintain client accounts; strong customer service skills.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
1mo
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Client Relationship Specialist - Appleton, WI
Appleton, Wisconsin, United States
$46k-$68k/yr OnsiteFull Time
Charles Schwab
Charles SchwabNYSE: SCHW: Financial services, brokerage, and investment management provider.
1+ YOE1+ year client/customer service experience; strong written and oral communication; ability to handle client needs with tact; basic understanding of brokerage rules; licensing (Series 7, 63/66) preferred but not required; may be asked to become a notary.
2w
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Client Accounting Specialist
Mequon, Wisconsin, United States
OnsiteFull Time
Associa
Associa: Provides management and maintenance services for homeowners associations.
Knowledge of GAAP and Microsoft Office, general ledger experience, AP/AR and budget implementation knowledge, ability to prepare reports, present to stakeholders, prioritize and meet deadlines.
Microsoft Office
1mo
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Client Service Specialist
Grafton, Wisconsin, United States
OnsiteFull Time
Kapco
Kapco: Contract manufacturer of precision metal components and industrial parts.
Provide customer service, respond to customer communications, evaluate purchase orders for delivery compliance, proactively advise customers on changes, and participate on improvement teams.
1mo
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Client Support Manager
Waunakee or Evansville
OnsiteFull Time
Lake Ridge Bank
Lake Ridge BankOTC: LRBI: Community bank providing commercial, personal, and wealth management services.
5+ YOEAssociate's degree or equivalent experience, 5+ years in banking/financial services with leadership experience; strong knowledge of retail banking products, digital services, KPIs, and advanced computer skills (Word, Excel, Outlook).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, AI
1mo
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Client Service Specialist
Grafton, Wisconsin, United States
OnsiteFull Time
Kapco Metal Stamping
Kapco Metal Stamping: Contract manufacturer specializing in precision metal components and assemblies.
Provide customer service to accounts, respond to phone/fax/letters, evaluate purchase orders for delivery compliance, proactively notify customers of changes, and participate on improvement teams.
2mo
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Client Support Specialist
Germantown, Wisconsin, United States
HybridFull Time
VBA
VBA: Cloud-based software solutions for healthcare benefits administration.
2+ YOEHigh school diploma; 2+ years help desk experience; benefits/claims systems experience preferred; ticketing systems experience; escalation processes; strong communication; collaborative work style; hybrid schedule in Germantown.
Ticketing systems, Axosoft, Benefit administration systems, HIPAA file formats
1mo
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Client Services Specilaist
Deforest, Wisconsin, United States
OnsiteFull Time
Cox Fleet
Cox Fleet: Provides nationwide mobile fleet maintenance and repair services.
3+ YOEHigh school diploma/GED with 3 years related experience (alternatively degree/cert + less experience). Strong verbal/written communication, organization, problem-solving, and fleet/automotive knowledge required.
1mo
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Associate, Client Service
Madison, Wisconsin, United States
$50k-$58k/yr HybridFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
Bachelor's preferred in finance/economics, relevant financial services experience preferred, strong Microsoft Office and CRM skills, organizational and communication abilities, attention to detail, and willingness to learn custodial processes and platform systems.
Microsoft Office Suite, CRM, custodial platforms, custodian websites
3w
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Client Accounting Services Department Manager
Fort Atkinson, Wisconsin, United States
HybridFull Time
MBE CPAs
MBE CPAs: Providing comprehensive tax, accounting, and financial consulting services.
10+ YOE5+ Mgmt10+ years in accounting/CAS,5+ years leadership in CAS,experience building/scaling CAS practices,knowledge of accounting standards and payroll,team leadership and client advisory skills; CPA preferred.
1mo
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Property and Casualty Client Manager
Madison or De Pere or Kenosha or Wausau or Fond du Lac or Wauwatosa
HybridFull Time
M3 Insurance
M3 Insurance: Independent insurance brokerage and risk management firm.
2+ YOE2+ years insurance agency experience (P&C preferred) or equivalent; bachelor’s degree preferred; P&C license preferred or willing to obtain; strong communication; proficiency with Microsoft Office and agency management systems (e.g., EPIC).
Microsoft Office, EPIC
3d
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Client Relationship Consultant 2 (Banker) Silvernail, WI
Pewaukee, Wisconsin, United States
$20-$25/hr OnsiteFull Time
U.S. Bank
U.S. BankNYSE: USB: Provider of personal, business, and institutional financial services.
3+ YOEHigh school diploma or equivalent, minimum 3 years retail banking experience, NMLS registration required (background and credit check), strong client communication and digital product knowledge.
3w
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Client Services Associate I - Wealth Management Department
Madison or Sun Prairie
$25/hr OnsiteFull Time
UW Credit Union
UW Credit Union: Member-owned institution providing personal banking and lending services.
1+ YOEAssociate's degree or equivalent,1+ year financial services or client services experience,customer service and problem-solving skills,licensed or obtain WI life & health insurance,SIE,Series 7 and Series 66 within first year.