
Client Service Associate
2 weeks ago
A Client Service Associate job in Milwaukee, WI is available through Accelerate Professional Talent Solutions. This is a fully onsite role in downtown Milwaukee in a small team-oriented office environment that is newly created due to company growth. This role requires candidates to have 4+ years of strong client service experience and excellent communication skills. In this position, you will have direct contact with clients for client service needs, assist in onboarding new clients, prepare investment agreements and documentation, and maintain client accounts. This position will also support Advisors with material prep and money movement, ensure efficiencies of current processes, and assist with all other administrative duties as needed. This is a full-time, direct hire position with that offers a very competitive salary, plus bonus, and benefits package.
Client Service Associate job responsibilities include:
• Serve as client contact for client service needs.
• Assist in onboarding new clients, money movement, and cash management.
• Prepare investment agreements and documentation.
• Maintain client accounts and records within CRM.
• Support Advisors with material prep.
• Ensure efficiencies of current processes.
• Assist with all other administrative duties as needed.
QUALIFICATIONS:
• 4+ years of Client Service experience. Experience in the financial services industry a plus
• Bachelor’s degree in a business-related field preferred.
• Strong communication and organizational skills.
• Strong attention to detail and professionalism.
• Proficiency with Microsoft Office Suite including Excel and PowerPoint
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Client Service Associate
1 week ago
Milwaukee, United States Accelerate Professional Talent Solutions Full timeA Client Service Associate job in Milwaukee, WI is available through Accelerate Professional Talent Solutions. This is a fully onsite role in downtown Milwaukee in a small team-oriented office environment that is newly created due to company growth. This role requires candidates to have 4+ years of strong client service experience and excellent communication...
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Client Services Associate
2 weeks ago
Milwaukee, United States Expert Institute Full timeCompany DescriptionExpert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice.We connect litigators with top industry experts, innovative litigation...
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Client Services Associate
1 week ago
Milwaukee, United States Expert Institute Full timeCompany Description Expert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice. We connect litigators with top industry experts, innovative litigation...
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Client Support Associate
1 month ago
Milwaukee, Wisconsin, United States Jackson Hewitt - FMX Full timeAbout the Role:We are seeking a highly skilled and customer-focused Client Support Associate to join our team at Jackson Hewitt. As a Client Support Associate, you will be responsible for providing exceptional customer service to our clients, ensuring their needs are met and exceeded.Key Responsibilities:Provide timely and effective support to clients via...
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Client Relations Associate
2 weeks ago
Milwaukee, Wisconsin, United States SITE Staffing Full timeJob DescriptionWe are seeking a talented Client Relations Associate to join our team at SITE Staffing. In this role, you will be responsible for building strong relationships with our clients and delivering exceptional customer experiences.The ideal candidate will have a bachelor's degree or equivalent experience, previous customer service experience in an...
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milwaukee, United States Expert Institute Full timeCompany DescriptionExpert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice.We connect litigators with top industry experts, innovative litigation...
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milwaukee, United States Expert Institute Full timeCompany DescriptionExpert Institute is the nation's leading expert consulting and insights platform, helping plaintiff firms win more cases and increase their profitability. Established in 2010, Expert Institute has supported over 5,000 firms nationwide across all areas of practice.We connect litigators with top industry experts, innovative litigation...
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Client Service Coordinator 1
2 months ago
Milwaukee, United States LHH Recruitment Solutions Full timeJob DescriptionJob DescriptionLHH is seeking a dynamic and customer-focused Client Service Coordinator to join our client’s team. You will be responsible for building strong relationships with our clients, ensuring their satisfaction and loyalty.Responsibilities:Client Communication: Maintain regular communication with clients, addressing their needs and...
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milwaukee, United States Accelerate Professional Talent Solutions Full timeA Client Service Associate job in Milwaukee, WI is available through Accelerate Professional Talent Solutions. This is a fully onsite role in downtown Milwaukee in a small team-oriented office environment that is newly created due to company growth. This role requires candidates to have 4+ years of strong client service experience and excellent communication...
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Client Service Expert
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Milwaukee, Wisconsin, United States SEEK Careers Staffing Full timeJob OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Client Services Representative. As a Client Services Representative, you will play a crucial role in ensuring our clients receive exceptional service and support throughout their journey with our company.
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AVP of Client Services
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Milwaukee, United States BairesDev Full time $50,000At BairesDev, we've been leading the way in technology projects for over 15 years. We deliver cutting-edge solutions to giants like Google and the most innovative startups in Silicon Valley.Our diverse 4,000+ team, composed of the world's Top 1% of tech talent, works remotely on roles that drive significant impact worldwide.When you apply for this position,...
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AVP of Client Services
2 days ago
Milwaukee, United States BairesDev Full time $50,000At BairesDev, we've been leading the way in technology projects for over 15 years. We deliver cutting-edge solutions to giants like Google and the most innovative startups in Silicon Valley.Our diverse 4,000+ team, composed of the world's Top 1% of tech talent, works remotely on roles that drive significant impact worldwide.When you apply for this position,...
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Client Services Coordinator
1 week ago
Milwaukee, Wisconsin, United States Connect Search, LLC Full timeConnect Search, LLC is seeking a Client Services Coordinator to join their team in Milwaukee, WI. This contract-to-hire position offers a competitive hourly rate of $23-$27, based on experience.Job Summary:The Client Services Coordinator will be responsible for managing a caseload of participants, conducting one-to-one meetings, and tracking progress using...
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Client Service Manager
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Client Care Services Rep
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Milwaukee, United States Northwestern Mutual Full timeAt Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive difference. Primary Duties and Responsibilities Delivers a personalized and remarkable experience for our clients by answering their questions, providing servicing options and helping them with...
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Client Specialist Training Program
1 month ago
Milwaukee, United States Robert W. Baird & Co. Incorporated Full timeThe Client Specialist Training Program is a unique 18-month program designed to attract driven and adaptable individuals to join the Financial Services Industry. The training is focused on becoming a Client Specialist on a Financial Advisor team and fully registered with their SIE, Series 7, and Series 66 licenses. This program will teach individuals the...
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Client Specialist Training Program
6 months ago
Milwaukee, United States Robert W. Baird & Co. Full timeThe Client Specialist Training Program is a unique 18-month program designed to attract driven and adaptable individuals to join the Financial Services Industry. The training is focused on becoming a Client Specialist on a Financial Advisor team and fully registered with their SIE, Series 7, and Series 66 licenses. This program will teach individuals the...
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Veterinary Client Services Representative
14 hours ago
Milwaukee, Wisconsin, United States Downtown Veterinary Clinic Full timeOverview of the RoleDowntown Veterinary Clinic is seeking a highly skilled and compassionate Veterinary Receptionist to provide exceptional client service and support our dedicated team.This part-time position requires a minimum of 20 hours per week, including occasional Saturdays. The successful candidate will have excellent communication skills, be able to...
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MRI Technologist Opportunity in Milwaukee, WI
2 weeks ago
Milwaukee, Wisconsin, United States HealthEcareers - Client Full timeHealthEcareers - Client is seeking an experienced MRI Technologist to fill a travel job in Milwaukee, WI.About the JobThis 13-week assignment offers the opportunity to work in a dynamic clinical setting, collaborating with healthcare professionals to provide exceptional patient care. The ideal candidate will have at least 2 years of experience in a relevant...
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Milwaukee, Wisconsin, United States HealthEcareers - Client Full timeAbout the OpportunityHealthEcareers - Client is seeking a skilled Registered Nurse (RN) with experience in trauma care to join their team on a travel nursing assignment in Milwaukee, Wisconsin.This 13-week contract offers a competitive salary of $155,000 per year, reflecting the local market rate and taking into account the nurse's level of experience. The...