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.
1+ YOE1+ years in client service or financial services; strong organization, communication, and time management; detail-oriented; proficient with Google Workspace; quick learner.
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.
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
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
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
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.
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.
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.
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
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.
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.
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.
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
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.
Madison or De Pere or Kenosha or Wausau or Fond du Lac or Wauwatosa
HybridFull Time
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).
Client Relationship Consultant 2 (Banker) Silvernail, WI
Pewaukee, Wisconsin, United States
$20-$25/hrOnsiteFull Time
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.
Client Services Associate I - Wealth Management Department
Madison or Sun Prairie
$25/hrOnsiteFull Time
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.