Client Services Associate
2 weeks ago
Join our dynamic Wealth Management team, where we are committed to helping clients achieve their financial goals and protect their assets with unparalleled excellence and mutual accountability. You will become part of a generationally diverse group of professionals dedicated to the highest standards of ethics and professionalism. Our supportive work environment offers ample opportunities for professional growth, including talent development and mentorship. We value the innovative ideas and dedication of our team members and are always seeking individuals who are eager to make a meaningful impact and build a fulfilling career.Responsibilities: •Manage calendar and schedule meetings for clients, prospects and outside vendors.•Participate in client meetings - reviewing concerns, beneficiaries, assisting with technology, and taking notes.•Educate clients on the on-line tools and resources available to them.•Open, transfer and close customer accounts and maintain appropriate account records.•Process all required paperwork to create, maintain and service client's accounts.•Respond to incoming emails and telephone calls in a professional manner to ensure that the client's request is met in a timely fashion.•Interacts with Professional Partners to develop relationships to meet client's needs.RequirementsQualifications: •Wealth Management experience required•Series 65 license required•College education preferred, not required•Administrative experience preferred, not required•Proficiency in Microsoft Excel, Word and Outlook, and Adobe•CRM Database experience preferred, not requiredCulture and Core Values: KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture: •Honesty•Integrity•Respect•Balanced Life•Community OrientedOur team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.Benefits: •Mentorship and Talent Development Program Opportunities•Continuing Professional Education•Financial incentive and exam fees reimbursed for passing the CFP, CPWA, AIF, CRPS, and/or CFE Exam•Paid Time Off and Holidays•Employer Matching 401(K) & Profit Sharing Plan•Health, Dental, Vision, and Life Insurance•Flex Spending Account/Section 125 Plan•Health Care Reimbursement Account•Short-Term and Long-Term Disability•Wellness Reimbursement and Programs•Student Loan Repayment Program•Business Development IncentivesKerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting's Top 200 Firms.
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Client Services Associate
2 weeks ago
Green Bay, United States KerberRose S.C. Full timeJoin our dynamic Wealth Management team, where we are committed to helping clients achieve their financial goals and protect their assets with unparalleled excellence and mutual accountability. You will become part of a generationally diverse group of professionals dedicated to the highest standards of ethics and professionalism. Our supportive work...
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Client Service Representative
2 months ago
Green Bay, United States BluePearl Full time**Client Service Representative** Green Bay Wisconsin BluePearl Specialty + Emergency Pet Hospital in Green Bay is hiring an extraordinary Client Service Coordinator. If you are seeking an opportunity with a team that inspires growth working in a collaborative environment, we want to hear from you. At BluePearl Specialty + Emergency Pet Hospital , our Client...
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Client Service Coordinator
8 hours ago
Green Bay, Wisconsin, United States BluePearl Full timeJob Summary:We are seeking a highly skilled and compassionate Client Service Coordinator to join our team at BluePearl Pet Hospital in Green Bay, WI. As a key member of our hospital staff, you will be responsible for providing exceptional customer service to our clients and their pets.Key Responsibilities:Greet and welcome clients and their pets in a warm...
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Client Service Associate
5 months ago
Buzzards Bay, United States Buzzards Bay Veterinary Associates Full timeDescription Position at Buzzards Bay Veterinary Associates Client Service Associate - Part-timeBuzzards Bay Veterinary Associates is located near Cape Cod in the vibrant town of Buzzards Bay, Massachusetts. We are seeking a Part-Time Client Care Associate to join our close-knit team! Our mission is to be the "Hometown Veterinarian" in a pleasant and...
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Client Service Associate
2 months ago
Buzzards Bay, United States Buzzards Bay Veterinary Associates Full timeDescription Position at Buzzards Bay Veterinary Associates Client Service Associate - Part-time Buzzards Bay Veterinary Associates is located near Cape Cod in the vibrant town of Buzzards Bay, Massachusetts. We are seeking a Part-Time Client Care Associate to join our close-knit team! Our mission is to be the "Hometown Veterinarian" in a pleasant and...
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Client Service Coordinator
6 days ago
Green Bay, United States BluePearl Full time**BluePearl Pet Hospital in Green Bay, WI is looking for an experienced Part-Time Client Service Coordinator to join our team!** + **Are you an excellent customer service professional?** + **Do your peers turn to you for advice, guidance, comfort, and support?** + **Are you looking for an opportunity to work with some of the greatest veterinary medicine...
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Client Care Associate
3 months ago
Green Bay, United States Forever, Inc Full timeJob DescriptionJob DescriptionCompany OverviewFOREVER is the world’s only complete permanent and trustworthy memory-keeping platform on the internet. FOREVER provides a suite of applications for web, desktop, and mobile to help families save, organize, and share all their memories. FOREVER offers guaranteed cloud storage for preserving and sharing photos,...
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Risk Management
3 months ago
Green Bay, United States Vizance Full timeJob DescriptionJob DescriptionDescription:Vizance is hiring a Client Service Advisor for our Green Bay or Appleton office.WHY JOIN VIZANCE?Vizance has nearly 200 associates in 10 locations throughout Wisconsin and is among the top 1% of all insurance agencies in the United States, based on agency revenue. We are different from other insurance agencies – on...
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Client Service Associate
2 weeks ago
Coos Bay, Oregon, United States Enterprise Holdings Full timePosition Overview:Enterprise Holdings encompasses the renowned brands of Enterprise Rent-A-Car, National Car Rental, and Alamo, consistently recognized as a premier workplace. As the largest and rapidly expanding privately held automotive rental and leasing entity in North America, we are currently seeking dedicated individuals to join our team. Our...
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Financial Client Services Coordinator
2 weeks ago
Green Bay, Wisconsin, United States KerberRose S.C. Full timeBecome a vital member of our esteemed Wealth Management division, where our mission is to empower clients in realizing their financial aspirations while safeguarding their assets through exceptional service and shared accountability. As part of a multi-generational team of experts, you will uphold the highest standards of integrity and professionalism. Our...
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Culinary Service Associate
6 days ago
Green Bay, Wisconsin, United States Upper Michigan, Inc. Full timeCulinary Service AssociateJob Category: Food Services Requisition Number: COOKS007017Job OverviewUpper Michigan, Inc. is actively seeking a dedicated part-time Culinary Service Associate to become a vital part of our team. The successful candidate will be responsible for crafting nutritious meals while also performing light cleaning duties and accommodating...
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Client Relationship Specialist
1 week ago
Green Bay, Wisconsin, United States Nicolet National Bank Full timePosition OverviewAt Nicolet National Bank, we pride ourselves on a culture that emphasizes community banking, prioritizing the needs of our clients in every decision we make. Our Core Values are the foundation of our operations, and we are dedicated to providing exceptional service to our customers. We recognize that every role within our organization is...
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Client Relationship Specialist
6 days ago
Green Bay, Wisconsin, United States Nicolet National Bank Full timePosition OverviewNicolet National Bank is dedicated to fostering a culture centered around community banking, prioritizing the needs of our clients in every decision we make. Our Core Values are the foundation of our operations, ensuring we deliver exceptional service to our customers. We recognize that every role within our organization is vital to our...
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Client Relationship Specialist
1 week ago
Green Bay, Wisconsin, United States Nicolet National Bank Full timePosition OverviewAt Nicolet National Bank, we pride ourselves on our commitment to community banking, ensuring that our clients' needs are always prioritized. Our Core Values are the foundation of our operations, guiding us to provide exceptional service to our customers. We recognize that every role within our organization is vital to our success, and we...
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Senior Client Support Specialist
6 days ago
Green Bay, Wisconsin, United States Kelly Services, Inc. Full timeBecome a vital part of our Customer Support TeamAs a Senior Client Support Specialist, you will play a crucial role in enhancing customer satisfaction and operational efficiency. Your responsibilities will include:Assessing and reviewing customer shipping activities to pinpoint areas for enhancementRecommending adjustments in response to variations in...
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Insurance Client Advisor
2 weeks ago
Green Bay, Wisconsin, United States Christina Lindauer - State Farm Agent Full timeJob Title: Insurance Account RepresentativeCompany: Christina Lindauer - State Farm AgentPosition OverviewWe are seeking a personable and professional individual to become an integral part of our insurance agency.Key ResponsibilitiesDevelop and nurture client relationships, ensuring prompt and effective service delivery.Provide insights on various insurance...
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Homecare Services Coordinator
16 hours ago
Green Bay, Wisconsin, United States Comfort Keepers Full timeJob DescriptionJob Summary:The Homecare Services Coordinator (HSC) plays a vital role in ensuring the delivery of exceptional care to our clients. This position is responsible for managing the client experience from initial contact through ongoing care. The HSC will work closely with the office support team to develop and maintain strong relationships with...
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Green Bay, Wisconsin, United States HealthEcareers - Client Full timeJob DetailsJob Title: Travel Nurse RN Labor and Delivery SpecialistEmployer: HealthEcareers - ClientJob Type: Travel NursingSpecialty: Labor and DeliveryDiscipline: Registered Nurse (RN)Shift: 12 hours, daysHours per Week: 36Duration: 13 weeksStart Date: Not specifiedAbout the JobWe are seeking a skilled Travel Nurse RN Labor and Delivery Specialist to join...
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Midday Service Associate
2 weeks ago
Green Bay, Wisconsin, United States Little Caesars Full timeMidday Service Associate at Little CaesarsBecome a vital part of the team at Little Caesars as a Midday Service Associate. In this position, you will play a key role in preparing our delicious menu items while ensuring top-notch customer satisfaction.This part-time role offers a competitive salary. Shifts typically run from morning until early afternoon,...
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Customer Service Associate
3 days ago
Green Bay, Wisconsin, United States LoanMax Title Loans Full timeAbout LoanMax Title LoansWe are a leading provider of title loans, dedicated to helping customers access hassle-free cash when they need it most.Job SummaryWe are seeking a highly motivated and customer-focused individual to join our team as a Customer Service Associate. As a key member of our team, you will be responsible for providing exceptional customer...