1mo
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Client Specialist
Milwaukee, Wisconsin, United States
OnsiteFull Time
2+ YOE2+ years industry or administrative experience; obtain SIE and Series 7 and 66 (or Series 63 and 65) within 12 months; proficient in Microsoft Office and CRM; strong client service, communication, compliance, and organizational skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Client Relationship Management (CRM), LinkedIn, Twitter
4d
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National Client Executive
Schaumburg or St. Louis or Addison or Overland Park or Novi or Bloomington or Milwaukee
$102k-$136k/yr HybridFull Time
5+ YOEBachelor's degree,5+ years group insurance/client management experience,group life and health license required,knowledge of disability/leave/ADA,strong analytical and communication skills.
Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1d
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Associate Client Advocate
Chicago or Los Angeles or Phoenix or Houston or Denver or Overland Park or Detroit or Milwaukee or Pittsburgh or Philadelphia or New York or Short Hills or Boston or Arlington or Atlanta or Nashville or Tampa or Miami or Mobile
$90k-$120k/yr HybridFull Time
5+ YOE5+ years commercial P&C insurance client-facing experience, knowledge of coverage forms and renewals, negotiation and relationship management, project management, excellent communication, and ability to obtain a P&C broker license.
Microsoft Office
2mo
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SVP, Client Delivery (Operations)
New Berlin or United States
$175k-$250k/yr RemoteFull Time
Senior operational leader skilled in strategic planning, financial and operational analysis, resourcing, client relations, process improvement, and team leadership.
2mo
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Client Service Specialist
Waukesha, Wisconsin, United States
$55k-$70k/yr OnsiteFull Time
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
2mo
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Client Experience Specialist
Milwaukee, Wisconsin, United States
HybridFull Time
Relationship-focused professional with strong client service, onboarding, product adoption, and cross-functional collaboration; able to manage multiple accounts and lead strategic outreach.
1w
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Client Experience Partner
Pewaukee, Wisconsin, United States
HybridFull Time
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
3w
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Client Account Manager
Sheboygan Falls, Wisconsin, United States
OnsiteFull Time
3+ YOE3+ years in account management/customer success or related; Bachelor's degree in Business/Marketing preferred; strong client relationship, communication, and problem‑solving skills; ability to identify expansion opportunities and support sales targets.
1mo
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Lending Client Coordinator
Johnson Creek, Wisconsin, United States
$42k-$67k/yr HybridFull Time
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
3w
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Client Service Associate
Milwaukee, Wisconsin, United States
$65k-$70k/yr OnsiteFull Time
3+ YOEPreferred bachelor's in business/finance/economics; 3+ years client-service or administrative experience in financial/investment firm; familiarity with brokerage paperwork; strong attention to detail and interpersonal skills; Microsoft Office proficiency; Salesforce/Adobe a plus.
Microsoft Office, Salesforce, Adobe
1mo
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Client Relationship Manager
Milwaukee or Wisconsin
$99k-$124k/yr RemoteFull Time
4+ YOEResponsible for new business implementation, asset retention and growth, and client satisfaction; requires 4+ years in financial services (or 2+ in defined contribution), FINRA Series 6/7/63, state insurance license, bachelor’s degree preferred, and ability to travel frequently.
2w
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Financial Advisory - Client Relationship Specialist
Sheboygan, Wisconsin, United States
OnsiteFull Time
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
1w
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Client Solutions Manager (Technology)
Milwaukee, Wisconsin, United States
OnsiteFull Time
2+ YOEBusiness development and account management for technology staffing; 2+ years B2B or IT experience preferred; bachelor’s degree preferred; strong closing, multitasking, and client relationship skills.
2mo
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Client Service Associate - NR
Mequon, Wisconsin, United States
OnsiteFull Time
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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Associate Client Service Manager
Brookfield, Wisconsin, United States
HybridFull Time
1+ YOEHigh school diploma/GED, 1+ years relevant experience, proficiency with Microsoft Office, relationship-building, adaptability, collaboration; preferred: associate degree, professional certification, client relationship experience.
Microsoft Office
2w
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Client Success Manager II
Jacksonville or Atlanta or New York City or Milwaukee
$56k-$96k/yr OnsiteFull Time
3+ YOE3-5 years in client success/account management, bachelor\u0002s degree, fintech product knowledge, strong communication and presentation skills, analytics experience with Tableau, ability to drive adoption and retention.
Tableau
2mo
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Hyundai Client Advisor
West Allis, Wisconsin, United States
OnsiteFull Time
Experience in sales or customer service preferred; strong communication and negotiation skills; valid driver's license with clean driving record.
2mo
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Hyundai Client Advisor
West Allis, Wisconsin, United States
OnsiteFull Time
Previous sales experience preferred; strong communication and negotiation; self-motivated; professional appearance; valid driver's license.
2mo
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Audi Client Advisor
Milwaukee, Wisconsin, United States
OnsiteFull Time
Motivated, customer-focused auto sales role; strong communication and negotiation skills; valid driver’s license.
1d
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PMI Client Executive
Denver or Atlanta or Cincinnati or Milwaukee or New York City or Chicago or Charlotte
$104k-$127k/yr OnsiteFull Time
Must comply with U.S. Bank policies and Code of Ethics; subject to background checks and regulatory requirements where applicable.