414 Results for

Client Services Jobs in Brookfield, WI

Jobs

Milwaukee, WI7 days ago

$60,000–$100,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Vaco by Highspring values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

New!

Franklin, WI6 days ago

This role leads an Investment Client Service Operations team that supports financial representatives and home office partners by ensuring reliable access, support, and oversight of investment-related systems and processes. Improve field productivity, support growth, and help retain customer assets by identifying system issues and enhancement opportunities, increasing operational efficiency, and coordinating with service providers.

New!

Franklin, WIToday

Join ICS’s Account Reassignment team and help deliver a smooth, high‑stakes transition experience for our field partners and their clients when representatives change (e.g., succession plans, ensembles, code moves, and terminations). You’ll own complex case work, consult with the field, and provide home‑office oversight that protects clients and meets fiduciary expectations—while contributing data‑driven insights that make the process better over time.

New!

Milwaukee, WI2 days ago

$110,000–$135,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We have strong roots in the area and offers a range of services including pre-construction, construction, post occupancy and value engineering for commercial, financial, industrial, retail, and other markets.

New!

Waukesha, WI4 days ago

$100,000–$120,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Proficient in project management, contract negotiation, budgeting, contract management, team leadership, time management, and customer service.

New!

Vernon, WI4 days ago

$100,000–$125,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Lead and mentor a team of tax professionals while reviewing a wide range of tax returns (including Corps, Partnerships, Individuals, Trusts, and multi-state filings).

New!

Pewaukee, WIToday

$50,000–$65,000 Per Year

We all work hard to earn some money that will give us and our loved ones experiences that make life memorable: being able to work at things we enjoy; making memories on vacation with family; doing activities that make us happy; giving our children opportunities in a world that is becoming more and more competitive. Self-motivated problem solver: Works independently, takes ownership, and makes smart judgment calls without needing constant direction; thrives in a growing firm where systems are improving.

Waukesha, WI10 days ago

With a rich history, Swisher serves adult consumers through a diverse range of businesses, including Swisher Sweets Cigar Company, Helme Tobacco Co., Hempire, Rogue Holdings, and Drew Estate: The Rebirth of Cigars. This role uses facts, analytics, and market intelligence to influence customer decisions, drive distribution, and deliver measurable top and bottom-line growth and grow market share.

Milwaukee, WI22 days ago

$19–$20 Per Hour

Execute effective resolutions on service needs, including claims, billing, eligibility, licensing, commissions, web access, retention and other customer service needs that arise. By applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners.

New!

Milwaukee, WIToday

$45,177–$70,993 Per Year

Working knowledge of compliance requirements and continuous education to be up to date on industry and market events • Proficient in Microsoft Word, Excel and PowerPoint, Salesforce.com experience Bonus Points If You Have: • Capable of driving up to several hours per day to customer location(s) within an assigned territory or region is required • The ability to lift up to 50 lbs. BRIEF POSITION SUMMARY: Key Account Sales Consultant Public Sector (KPS) is critical to driving MSC's Public Sector market position and achieve revenue and profit growth within Public Sector Mid/Large Market customers ($200,000-$5,000,000 potential).

Milwaukee, WI11 days ago

Full-time
Employee

Work with HR Business Partners (HRBPs), Centers of Excellence (COEs) and Subject Matter Experts (SMEs) to resolve questions relating to employee data and address issues arising from calls or email inquiries, in line with company policies and procedures. Research and resolve first-tier questions regarding employee issues, escalating complex issues to Senior Team Management in a timely manner.

Milwaukee, Wisconsin30+ days ago

Remote

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. 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.

Milwaukee, Wisconsin23 days ago

Baker 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.

Milwaukee, Wisconsin22 days ago

Milwaukee, Wisconsin23 days ago

Milwaukee, Wisconsin19 days ago

Baker 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. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Milwaukee, Wisconsin23 days ago

Baker 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. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Milwaukee, Wisconsin22 days ago

Baker 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. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Brookfield, Wisconsin9 days ago

Brookfield, Wisconsin30+ days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. How you'll make an impact: Directly contributes to key business outcomes such as client retention, client satisfaction, enhancing AJG's value to our clients and prospects, achieving operating/margin targets and fostering a culture of performance and continuous improvement.

Milwaukee, Wisconsin24 days ago

Baker 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. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Brookfield, Wisconsin30+ days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. This is an 18-month structured learning and development program that will equip upcoming and recent college graduates, as well as career changers, with the skills and knowledge needed to excel in the world of insurance brokering and risk management.

Milwaukee, Wisconsin17 days ago

Responsible for providing multiple clients with a variety of accounting and administrative services, including but not limited to: Responsibility for the full accounting processes, i.e. maintaining the general ledger, generating and posting all journal entries in a timely manner, coordinating monthly close, maintaining budgets and reporting on budget to actual, and preparing monthly/quarterly financial statements with related workpapers. Baker 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.

Milwaukee, Wisconsin18 days ago

Baker 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. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Milwaukee, Wisconsin16 days ago

Baker 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. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Milwaukee, WI30+ days ago

Full-time

Finance ActivitiesPartner with the Corporate Controller to maintain accounts payable records, including processing hard dollar invoices, supporting soft dollar arrangements, and reviewing mutual fund expenses, ensuring accuracy and timely processing. Provide backup support for daily operations team, to ensure a strong internal control environment and adherence to policies and procedures, including:Review of security pricing in accordance with established policies and confirm appropriate application of fair value determinations made by the Pricing Committee.

New!

Waukesha, WI3 days ago

Management reserves the right to revise the job description or require that other tasks be performed when the circumstances of the job change (for example, emergencies, change in personnel, workload, or technical development). Your role is essential in supporting our veterinary team by managing appointments, client communication, and administrative tasks.

Waukesha, Wisconsin30+ days ago

What You'll Be Doing: The Client Services Associate (NR) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative support duties, including but not limited to, word processing, preparing mailings, filing, answering the phone, obtaining approvals for FA(s) communications and advertisements, provides overall customer service support to clients, may enter trades as directed by the FA(s). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

New!

Milwaukee, WI4 days ago

$60,000–$70,000 Per Year

The associate is regularly required to run; stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk and hear. Whether providing compassionate service that eases the anxiety of a patient and their family, creating a memorable experience for a guest in a new city, or helping a colleague, every day is a new opportunity to brighten someone else's day and make an impact.

Milwaukee, Wisconsin18 days ago

Baker 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. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

New!

Milwaukee, WI3 days ago

Accountable for driving full post-sale client value and operational excellence, acting as liaison between client and product, support, professional services, and sales teams when required . Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn .

New!

Milwaukee, WI6 days ago

By serving as a strategic partner, the DCS/PCSM ensures clients realize the full value of their investment, fosters long-term relationships, and aligns FIS solutions with business goals all while supporting the broader mission of client advocacy and partnership. Client Engagements: Leads weekly client check-ins, monthly performance reviews, and partners on strategic discussions including but not limited to product adoption, expansion opportunities, and other commercial endeavors .

New!

Milwaukee, WI6 days ago

What you will be doing: Accountable for driving full post-sale client value and operational excellence, acting as liaison between client and product, support, professional services, and sales teams when required . Proactively analyze client health and product usage data, and take necessary actions to mitigate risk, improve product adoption, deliver business value outcomes, and reduce churn .

Waukesha, WI30 days ago

Full-time

Our hospital was proudly the 2025 Ethos Veterinary Health President’s Award winner, which recognizes well-run hospitals within the Ethos network that have shown sustained revenue and profit growth stemming from great medicine, outstanding client service, and best-in-class resource utilization. This is a highly visible leadership role responsible for driving operational excellence, developing and supporting team members, and ensuring an exceptional experience for both clients and patients.

Milwaukee, WI7 days ago

New!

Milwaukee, Wisconsin3 days ago

Utilize Allied Universal's AI technology, online reporting tools, and Business Intelligence Platform to monitor and analyze financial and operational metrics; drive operational efficiency by optimizing employee schedules, minimizing non-billed overtime, and supporting revenue growth, cash collections, and overall profitability. Build and maintain client relationships by addressing security needs, reducing risks, managing crises, and implementing effective corrective action plans; you will develop protocols, training, and response strategies that drive operational improvements and ensure client satisfaction.

Brookfield, Wisconsin30+ days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. Whether it’s shaping benefit strategies, designing wellbeing programs, or advising on workforce challenges, the work you do here creates meaningful change for businesses and the people who power them.

Milwaukee, Wisconsin21 days ago

Baker 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. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Brookfield, Wisconsin12 days ago

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. As a Senior Client Manager in Employee Benefits, you’ll play a key role in delivering tailored solutions that make a real difference to our clients and their employees.

Milwaukee, Wisconsin9 days ago

This role owns portfolio planning, lifecycle governance, and commercial enablement in partnership with cross-functional leaders (Operations, Clinical/Lab, Quality/Regulatory, Finance, IT, Client Services, Sales/Account Management, and Research/Medical). This combination of skill and knowledge results in improved patient outcomes, higher quality services and reduced cost of care for hospitals, blood centers, hospital systems, research and educational institutions, and other health care providers.

Menomonee Falls, Wisconsin30 days ago

$100,000–$160,000 Per Year

Additional Information: Whether it's reducing methane emissions at agricultural facilities and landfills, repurposing contaminated properties, producing alternative energy, or sequestering carbon, we've been focused on finding smart climate solutions and improving the natural environment since our inception over 50 years ago. How you can make an impact: You will contribute to our growth and lead the Milwaukee area office by meeting client needs, managing projects, managing and mentoring staff, and providing technical expertise.

Milwaukee, WI30+ days ago

Remote

$85,000–$95,000 Per Year

Build relationships with account personnel including top management, internal sales / account management team, in-store team, accounting, marketing, operations, logistics, and trade management / support team. Our unique boutique service model allows our people to follow their passions with a purpose, all while delivering excellent services to our clients.

Milwaukee, Wisconsin12 days ago

Remote

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. Voluntary benefit offerings include critical illness & accident insurance, hospital indemnity insurance, legal, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D.

Milwaukee, WI30+ days ago

Facilitates a seamless hand-off of new trust accounts from the Case Management Group to the assigned trust officer, ensures timely delivery of trust tax letters to clients and their accountants, ensure annual administrative account reviews are performed timely for all open trust accounts, oversees the timely preparation of required court accountings, provides over-sight of data and information collection relating to audits, monitor client complaints and the Watch List helping to resolve problems, directs officers in the professional, timely and gracious process of closing accounts and trust terminations. The Director of Personal Trust Services reports to the Chief Fiduciary Officer of the Company and serves as a manager and member of the leadership team working to grow the business's revenues, assets and reputation.

Milwaukee, Wisconsin15 days ago

Baker 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. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Milwaukee, Wisconsin15 days ago

Baker 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. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.

Milwaukee, Wisconsin30+ days ago

Overview: The Private Client Concierge serves as a dedicated, high-touch service professional for Ultra High Net Worth (UHNW) clients within Johnson Financial Group Wealth Management. The Concierge acts as a trusted client advocate, delivering a level of service that reflects the prestige, discretion, and sophistication expected by UHNW individuals and families within the PCS client segment.

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Client Services Jobs in Brookfield, WI

Account Executive, Business Development/Client Services (Finance & Accounting Staffing) Vaco LLC

Mgr Investment Client Srvcs (S7/S24) - Application Support Northwestern Mutual

Investment Client Srvcs Spec (NRF) - Account Reassignment Team Northwestern Mutual

Senior Project Manager Jobot

Project Manager Jobot

Tax Manager Jobot

Customer Service Manager Collins Law Firm, LLC

Territory Manager II Swisher International, Inc.

Account Representative Pyramid Consulting, Inc

Sls Consultant, Public Sector Key Account MSC

HR Shared Services - Operations Administrator Eclaro

Manager, Accounting Advisory Services - Nonprofit Industry Clients Wipfli Advisory LLC

Manager, Client Accounting Services Small Business-Healthcare Senior Living Baker Tilly Advisory Group, LP

Manager, Client Accounting Services, Small Business Baker Tilly Advisory Group, LP

Manager, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LP

Manager, Client Accounting Services - Family Office Baker Tilly Advisory Group, LP

Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LP

Senior Associate, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LP

Senior Accountant, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LP

Client Service Manager Gallagher

Commercial P&C Client Service Manager Gallagher

Onboarding Manager, Client Accounting Services Baker Tilly Advisory Group, LP

Client Service Manager Trainee - Achieve July 2026 Gallagher

Senior Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LP

Senior Associate- Client Accounting Services, Real Estate Baker Tilly Advisory Group, LP

Associate, Client Accounting Services (CAS) - Not-for-Profit Baker Tilly Advisory Group, LP

Investment Operations and Client Service Associate MRA Recruiting Services

Client Service Representative VCA Animal Hospitals

Client Service Associate - NR Stifel

Account Manager - Valet & Parking Services - The Westin Milwaukee Towne Park

Senior Associate, Client Accounting Services-Real Estate Baker Tilly Advisory Group, LP

Account Manager II, Client Success (Wealth) Fidelity Investments

Account Manager Sr Lead, Client Success (CSM) Fidelity Investments

Account Manager II, Client Success (Wealth) FISGlobal

Hospital Services Manager Ethos Veterinary Health

Account Manager Sr Lead, Client Success (CSM) FISGlobal

Client Manager Allied Universal

Client Manager - Employee Benefits Gallagher

Accounting Manager- Finance and Accounting Managed Services Baker Tilly Advisory Group, LP

Senior Client Manager - Employee Benefits Gallagher

Portfolio Strategy Manager - Versiti Clinical Trials Services Versiti, Inc.

Project Manager - Environmental Services SCS Engineers

Senior Client Partnership Manager C.A. Fortune

Manager, Accounting Advisory - Manufacturing Industry Clients Wipfli Advisory LLC

Director of Personal Trust Services AllianceStaff, LLC

Senior Manager, Managed Services Transitions Baker Tilly Advisory Group, LP

Senior Manager-- Finance and Accounting BPO/Managed Services Baker Tilly Advisory Group, LP

Private Client Concierge Johnson Financial Group

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