NewRegistered Client Care Services Rep (AMO) (s6/63 or s7 & 63) - Remote Northwestern MutualRegistered Client Care Services Rep (AMO) (s6/63 or s7 & 63) - RemoteMilwaukee, WIRemoteThis role supports Advanced Market Operations by servicing Universal Life, Variable Universal Life, and other advanced product lines, resolving complex policy and investment‑related inquiries, processing transactions, and educating clients and Financial Representatives on servicing options and digital tools. Continuously enhances knowledge through learning and experience, implements best practices consistently to provide better solutions, exceptional quality of service, and offers a seamless user experience.
NewSpecialized Client Care Services Rep Northwestern MutualSpecialized Client Care Services RepFranklin, WIWorks on becoming proficient at resolving inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions in a Specialized area. Embraces new technology, educates clients and Financial Representatives on our client website and self-service capabilities and understands risks and impacts that the transaction has on the client or policy.
NewBrokerage Services Registered Analyst - Series 7/63 - Remote Northwestern MutualBrokerage Services Registered Analyst - Series 7/63 - RemoteFranklin, WIRemoteThe analyst also contributes to continuous improvement efforts, embraces new technology, and educates clients and field partners on digital/self-service capabilities—helping strengthen relationships and support client retention. Customer Support (NM): Captures customer information for inquiry and analysis in an organized, clear, and consistent manner; uses customer intelligence to solve problems, support informed decisions, communicate with customers and the field, and resolve complaints efficiently.
NewSpecialized Client Care Srvcs Rep Sr Northwestern MutualSpecialized Client Care Srvcs Rep SrFranklin, WIProficient at resolving inquiries and transactions from Financial Reps on basic and intermediate (semi-complex) level calls and transactions in a specialized area and is learning to become proficient in complex work. Analytical Thinking (NM) : Organizes and compares aspects of a situation to identify key or underlying issues through data and analysis; thinks critically from multiple perspectives and seeks to improve processes.
NewSr Client Care Srvcs Rep - Hybrid Northwestern MutualSr Client Care Srvcs Rep - HybridMilwaukee, WIAnalytical Thinking (NM) - Organizes and compares various aspects of a situation to comprehend and identify key or underlying complex issues through the use of quantitative data and analysis; leverages strong business acumen, problem solving, and interpersonal skills to think critically about situations from multiple perspectives and consistently seeks ways to improve processes. The Sr Specialized Client Care Services Representative delivers a personalized, high-quality service experience for clients and Financial Representatives in a fast-paced call center environment supporting Advanced Market Operations.
NewClient Relationship Specialist - Brookfield, WI Charles Schwab CareersClient Relationship Specialist - Brookfield, WIBROOKFIELD, WIThis role is an excellent entry point into the financial services industry, offering hands-on client interaction, exposure to wealth management services, and a clear path for growth. Development is central to this role, and Schwab provides the resources, coaching, and learning opportunities to help you build skills and expand your career—including support for required licensing aligned to your goals.
Medical Director, Kenosha Wisconsin GENEROUS SIGNING BONUS Companion (Kenosha)Medical Director, Kenosha Wisconsin GENEROUS SIGNING BONUSKenosha, WIFurthermore, our partnership with a larger network ensures that our veterinarians have convenient access to internal specialty consultation and advanced educational resources, supporting complex case management and continuous advancement in care delivery. Whether you are looking to advance your technical skills, move into a leadership position, or achieve career goals like becoming a credentialed technician, our network provides the structured support and investment required to help you grow.
NewAccount Manager, Additive Manufacturing (ET) MSCAccount Manager, Additive Manufacturing (ET)Menomonee Falls, WI$58,000–$91,080 / yearWith more than one million product offerings and 80+ years of experience across industries, MSC strives to help our customers achieve greater productivity, profitability, and growth through inventory management and other innovative supply chain solutions. The ideal candidate will serve as a key point of contact for customers and MSC sales, managing relationships, understanding their needs, and helping them leverage additive manufacturing technologies to drive innovation and business growth.
Account Manager of Client Services / Skilled Nursing / Long Term Care Pharmacy Services BrightSpring Health ServicesAccount Manager of Client Services / Skilled Nursing / Long Term Care Pharmacy ServicesMilwaukee, WIPharMerica, an affiliate of BrightSpring Health Services, delivers personalized pharmacy care through dedicated local teams, serving health care providers such as skilled nursing facilities, senior living communities, and hospitals. PharMerica, a part of Brightspring Health Services, is a long‑term care pharmacy services provider that supplies medications, clinical support, and pharmacy management to healthcare organizations across the United States.
Client Services Coordinator - Wealth Advisory - Shared Services Center CliftonLarsonAllen LLPClient Services Coordinator - Wealth Advisory - Shared Services CenterMilwaukee, WI$25–$32 / hourStrong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Client Services Consultant - Service Academy MetLife IncClient Services Consultant - Service AcademyBrookfield, WI$60,000–$70,000 / yearRecognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. The CSC is part of an overall account team tasked with understanding the customers' needs and wants and focused on delivering group benefit products that meet those needs, along with delivering a service experience that exceeds expectations and makes it easy for customers to do business with MetLife.
Client Services Consultant II Service Academy MetLife IncClient Services Consultant II Service AcademyBrookfield, WI$70,000–$80,000 / yearRecognized on Fortune magazine\''s list of the "World\''s Most Admired Companies", Fortune World's 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For, MetLife, through its subsidiaries and affiliates, is one of the world's leading financial services companies; providing insurance, annuities, employee benefits and asset management to individual and institutional customers. The CSC is part of an overall account team tasked with understanding the customers' needs and wants and focused on delivering group benefit products that meet those needs, along with delivering a service experience that exceeds expectations and makes it easy for customers to do business with MetLife.
Senior Client Services Project Manager - 2nd shift Toppan Merrill LLCSenior Client Services Project Manager - 2nd shiftMilwaukee, WI$40–$55 / hourYou will work closely with clients and our internal consulting, product support, sales, and service teams assisting customers as the primary point of contact for all disclosure document needs. Toppan Merrill strives to provide our employees and loved ones with competitive benefits including: Enhanced Medical, Dental, Vision and Life insurance for employees and dependents.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesMilwaukee, WI$112,000–$150,000 / yearA Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Manager, Client Accounting Services - Family Office Baker Tilly Virchow KrauseLLPManager, Client Accounting Services - Family OfficeMilwaukee, WI$67,000–$159,920 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. This position is accountable for the accounting operations of their clients' company, to include the preparation of periodic financial reports, maintenance of an adequate system of controls designed to mitigate risk, enhancing the accuracy and relevancy of reported financial results, and ensuring that reported results comply with the appropriate accounting framework.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesMilwaukee, WI$146,000–$200,000 / yearA Tax Senior Manager, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Client Services Associate (Unlicensed) Waukesha State BankClient Services Associate (Unlicensed)Waukesha, WIFull timeAs a Client Services Associate, you'll play an important role in the day-to-day client experience by managing incoming calls, correspondence and appointments; maintaining client files and databases; preparing portfolio reviews and sales and referral reports; and coordinating marketing initiatives and materials. Waukesha Investments, a division of Waukesha State Bank is seeking a Client Services Associate (Unlicensed) to provide exceptional sales and service support to our investment advisors and clients.
Tax Managing Director, Private Client Services BDO USA PCTax Managing Director, Private Client ServicesMilwaukee, WI$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Tax Managing Director, Private Client Services Bdo ConsultingTax Managing Director, Private Client ServicesMilwaukee, WI$215,000–$270,000 / yearA Tax Managing Director, Private Client Services (PCS) is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.
Manager, Accounting Advisory Services - Nonprofit Industry Clients Wipfli Advisory LLCManager, Accounting Advisory Services - Nonprofit Industry ClientsMilwaukee, WisconsinRemoteFull timeWipfli 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. You’ll collaborate closely with a supportive, high‑performing team that lives the Wipfli Way — grounded in integrity, caring, excellence, and teamwork — while contributing to the growth and impact of our practice.