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167 Results for

Client Services Jobs in Appleton, WI

United States of America

Work hours/week:.

2465 MARINA CIRCLE:GREEN BAY

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30+ days ago

WI

Founded in 1948, Werner Electric Supply has grown from a small appliance store in downtown Neenah, WI into an award-winning employer and leading electrical distributor with 12 branch locations in Wisconsin and Upper-Michigan. As a recent New North Workplace Excellence Award winner, we're dedicated to the continuous improvement of our people, products, and services to ensure the long-term success of our employees and customers.

22 days ago

Green Bay, WI

Subject to applicable state law, all applicants who have received a written offer of employment and a copy of Foth's Drug and Alcohol-Free Workplace Program Policy, will be required to undergo testing for commonly abused controlled substances.

  • Lead Proposals and Presentations: Showcase your sales expertise by developing and delivering compelling proposals and presentations that address client needs and highlight Foth's unique value proposition.

    • 30+ days ago

    Appleton, WI

    This will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred INVESTMENT AND INSURANCE PRODUCTS ARE: • NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.

    30+ days ago

    Green Bay, WI

    This will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.

    At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.

    30+ days ago

    Oshkosh, Wisconsin

    Experience in the financial services industry preferred

    #BranchMW

    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.

    24 days ago

    Oshkosh, Wisconsin

    Experience in the financial services industry preferred

    #BranchMW

    If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Strong client relationships are based on trust, assessing and attending to customers’ banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer’s unique goals and needs.

    24 days ago

    Appleton, WI

    As the primary customer contact, the RESC proactively and reactively responds to the sales and service needs of residential and small commercial customers including service delivery, outages, energy quality issues, new services (permanent and temporary), outdoor lighting, rewires, relocations, hold-off clearances, removals (permanent and temporary), cut-offs, metering, client jobs, and billing inquiries for gas and electric customers. The starting salary/pay within the pay range will be based on several factors, as applicable, but not limited to, relevant education, qualifications, certifications, experience, skills, geographic location, shift, travel requirements, collective bargaining agreements, and business and organizational needs.

    18 days ago

    Green Bay, Wisconsin
    Remote

    p>In this position, you will assist clients with inquiries, provide ongoing support, and help ensure a smooth customer experience within a fast-paced travel services environment. This role is ideal for individuals who enjoy helping people, providing excellent service, and working in a professional virtual environment.

    16 days ago

    Appleton, WI

    This would include review and processing of policies, marketing of accounts for competitive renewal pricing, issuing certificates of insurance after reviewing contracts; using insurance carrier websites to obtain online quotes for clients; creating proposals; preparing policies for delivery and other day-to-day tasks as directed by the department manager.

    As our Client Executive on the Business Insurance team, you'll be responsible for servicing and retaining an existing book of business which includes marketing and placement of new and renewal accounts.

    30+ days ago

    Neenah, WI
    • Full time

    Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

    30+ days ago

    Green Bay, WI
    • Full time

    Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

    30+ days ago

    Appleton, WI
    • Full time

    Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.

    30+ days ago

    Green Bay, WI

    Wipfli LLP is a licensed independent CPA firm that provides attest services to its clients, and Wipfli Advisory LLC provides tax and business consulting services to its clients.

  • Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures.

    • 30+ days ago

    Green Bay, WI
    • $32.93–$35.49 / hour

    p>Northeast Wisconsin Technical College is a nationally recognized and locally trusted college dedicated to advancing the success of all students and economic vitality of the communities we serve through access, high-quality education, and strategic partnerships. Utilize a web-based software platform to manage appointment scheduling, implement accommodation plans, document student case notes, generate reports, and coordinate test room bookings.

    19 days ago

    Appleton, WI
    Remote

    p>raSmith has a strong history of maintaining a people-oriented culture that provides a great work-life balance and a highly competitive compensation and benefit package. Visit raSmith.com to explore some of our projects, check out testimonials from staff and clients, and learn more about what makes us stand out in our industry.

    30+ days ago

    Green Bay, WI

    p>Essential Qualifications & Skills:

    • Bachelor's degree or equivalent experience in Supply Chain/Logistics or Information Technology • 4+ years of relevant experience in client implementations, integrations, logistics, supply chain, or transportation • 4+ years of customer-facing experience • Proven experience leading complex client-facing implementations • Strong understanding of technical integrations, data flows, and platform operations • Prior experience with TMS systems is a plus • Prior experience in API, MFT, and EDI integrations is a plus. You will own execution across multiple concurrent engagements, guide high-stakes client conversations, and partner closely with cross-functional teams to ensure successful, high-quality implementations.

    30+ days ago
    Grant Thornton LLP logo

    WI
    • $190,000–$300,000 / year

    p>In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. With $2.7 billion in revenues and more than 50 offices spanning the U.S., Ireland and other territories, the platform delivers a singular client experience that includes enhanced solutions and capabilities, backed by powerful technologies and a roster of 12,000 quality-driven professionals enjoying exceptional career-growth opportunities and a distinctive cross-border culture.

    10 days ago

    Oshkosh, WI
    • $20.25–$24.75 / hour

    Strong client relationships are based on trust, assessing and attending to customers' banking needs, obtaining and processing customer and account information, demonstrating and educating clients on available deposit and loan products and services, and recommending solutions based on each customer's unique goals and needs. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

    30+ days ago

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