NewClient Service Excellence Representative (FINRA Licensed) VanguardClient Service Excellence Representative (FINRA Licensed)Madison, WIRemote$70,500–$81,500 / yearTotal potential compensation range for your first full year in this role is $70,500 - $81,500 ($62,000 - $72,000 base salary determined by skills and experience, plus quarterly performance-based bonuses, merit increases, and company bonuses). If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of “crew” as a Client Service Excellence Center associate!
Client Services Manager Wisconsin Foundation and Alumni AssociationClient Services ManagerMadison, WisconsinFull timeThe Client Services Manager partners closely with Cloud Services, Security, Network Services, other Information Systems leaders and team members, and business stakeholders to modernize support operations and proactively improve the employee digital experience. The Client Services Manager is responsible for leading and continuously improving end‑user support operations, including Help Desk services, endpoint support and engineering, and service delivery across all Infrastructure & Security domains.
Manager, Client Accounting Services, Small Business Baker Tilly Virchow KrauseLLPManager, Client Accounting Services, Small BusinessMadison, WI$84,350–$159,920 / yearBachelor's Degree in Accounting required • CPA and/or MBA preferred • Public Accounting experience a plus • Six (6) plus years of progressively responsible experience in professional accounting functions required, experience in professional services/consulting preferred • Advanced knowledge of accounting principles related to classifying, recording, and summarizing data and making computations to compile financial records • Excellent understanding of Generally Accepted Accounting Principles (GAAP) • Knowledge of MS Office, including Word, Excel, PowerPoint and Outlook • Experience in Sage Intaact and/or NetSuite required, QuickBooks On-line (QBO) experience a plus. 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.
Manager, Client Accounting Services (CAS) - Not for Profit Baker Tilly Virchow KrauseLLPManager, Client Accounting Services (CAS) - Not for ProfitMadison, 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.
Manager, Client Accounting Services - Family Office Baker Tilly Virchow KrauseLLPManager, Client Accounting Services - Family OfficeMadison, 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.
NewManager, Client Accounting Services, Small Business Baker Tilly InternationalManager, Client Accounting Services, Small BusinessMadison, WI$84,350–$159,920 / yearManager, Client Accounting Services, Small Business page is loaded## Manager, Client Accounting Services, Small Businesslocations: USA TX Frisco: USA PA Philadelphia: USA WI Milwaukee: Madison, WItime type: Full timeposted on: Posted Todayjob requisition id: JR104939# **Overview**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. 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.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesWI$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. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Client Services Specialist – Financial Services – Wisconsin All Financial FreedomClient Services Specialist – Financial Services – WisconsinMadison, WI$30,000–$55,000This position is designed for professionals seeking long-term career growth, increased responsibility, and leadership development within a structured organization. Explain financial concepts related to protection, accumulation, and long-term planning.
Manager, Client Accounting Services Small Business-Healthcare Senior Living Baker Tilly Advisory Group, LPManager, Client Accounting Services Small Business-Healthcare Senior LivingMadison, WisconsinBaker 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.
Manager, Client Accounting Services, Small Business Baker Tilly Advisory Group, LPManager, Client Accounting Services, Small BusinessMadison, WisconsinBaker 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.
Manager, Client Accounting Services Small Business-Healthcare Baker Tilly Advisory Group, LPManager, Client Accounting Services Small Business-HealthcareMadison, WisconsinBaker 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.
Manager, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPManager, Client Accounting Services (CAS) - Not for ProfitMadison, WisconsinBaker 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.
Manager, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPManager, Client Accounting Services - Family OfficeMadison, WisconsinBaker 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 Managing Director, Private Client Services BDO USA PCTax Managing Director, Private Client ServicesWI$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. Introduces and develops new or improved ideas to improve the position of clients, the Firm, or Firm personnel, e.g., by reducing taxes or expenses or providing non-tax benefits; May be required to present complex strategies to clients and prospective clients.
Client Services Representative, Core Tax Services BDO USA PCClient Services Representative, Core Tax ServicesMadison, WIJob Summary: The Client Services Representative, Core Tax Services is responsible for assisting the Core Tax Services team in servicing all clients to include organizing, coordinating and processing accounts payable data for clients utilizing a cloud-based accounts payable program that integrates to accounting programs such as QuickBooks as well as completing bookkeeping on basic accounting tasks utilizing client records. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Small Business (Sage Intacct)Madison, WisconsinBaker 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.
Senior Associate, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services (CAS) - Not for ProfitMadison, WisconsinBaker 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.
Senior Accountant, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPSenior Accountant, Client Accounting Services (CAS) - Not for ProfitMadison, WisconsinBaker 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.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesMadison, WI$146,000–$200,000 / yearThe PCS-FOS Senior Manager is responsible for providing exceptional client service and supervising the work products of other professionals on the client relationship team; developing new business and working with the business development and marketing team as opportunities move through the pursuit process; mentoring and developing the interpersonal and technical skills of the other client relationship team members; and responsibly managing the PCS-FOS practice through mitigating risk and managing the financial performance of their respective client portfolio. Facilitates effective discovery meetings with clients; uses open ended questions to identify what their objectives are, what financial information they value for management/decision making and why, as well creating a map of their current internal finance and accounting structure; looks for root causes and does not take information at face value; understands the complexity that can lie behind data.
Fall 2026 Internship- Client Services, Baseball Wasserman Media Group LLC (London)Fall 2026 Internship- Client Services, BaseballMadison, WIRemoteTHE·TEAM works with iconic sports and media figures across the world in every major sport, utilizing our extensive influence to maximize negotiations and create meaningful opportunities for our clients across teams, leagues, brands, content and live events. Headquartered in Los Angeles, THE·TEAM's presence spans 28 countries and more than 70 cities, including New York, London, Abu Dhabi, Amsterdam, Hong Kong, Madrid, Mexico City, Toronto, Paris and Sydney.
Onboarding Manager, Client Accounting Services Baker Tilly Advisory Group, LPOnboarding Manager, Client Accounting ServicesMadison, WisconsinBaker 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.
NewClient Accounting Services (CAS) Department Manager MBE CPAsClient Accounting Services (CAS) Department ManagerMadison, WIRemoteThis is a unique opportunity for an experienced CAS leader to build the practice from the ground up, establish scalable processes, lead a high‑performing team, and partner closely with firm leadership to drive long‑term growth and innovation. With 19 office locations across Wisconsin, Arizona, Nebraska, and Colorado, the firm is committed to helping clients succeed while offering meaningful career growth opportunities for its team members.#J-18808-Ljbffr.
Tax Senior, Private Client Services BDO USA PCTax Senior, Private Client ServicesWI$84,000–$110,000 / yearA Tax Senior, 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. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm's success, with no employee contributions.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesWI$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.
NewSenior Associate - Client Accounting Services SorrenSenior Associate - Client Accounting ServicesMadison, WisconsinSorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.
Client Operations Specialist - Managed Services Baker Tilly Advisory Group, LPClient Operations Specialist - Managed ServicesMadison, WisconsinBaker 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.
Client Services Representative Baker Tilly Advisory Group, LPClient Services RepresentativeMadison, WisconsinRemoteBaker 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.
Senior Associate, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Family OfficeMadison, WisconsinResponsible 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.
NewSenior Associate- Client Accounting Services, Real Estate Baker Tilly InternationalSenior Associate- Client Accounting Services, Real EstateMadison, WIResponsibilities include, but are not limited to, the following:* Prepare and deliver monthly financial reporting package for each assigned property* Maintain accounting records for ownership entities holding real estate assets* Monitor compliance of certain ownership, debt and other agreements* Prepare annualized income and expense projections each month to assist Property Management and client in cash flow management and determining when investor approvals are required* Prepare and analyze periodic excess net cash flow distribution calculations* Prepare journal entries related to significant transactions such as acquisitions, dispositions, and financings* Prepare data to support the annual financial statement audit and preparation of tax returns* Assist in preparation and review of annual budget* Work alongside Property Management to prepare tenant reconciliation settlements in accordance with stipulated lease terms including, but not limited to, operating expenses, real estate taxes and utilities* Input and setup all new leases and lease renewals in property management software* Learn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programs* Utilize your entrepreneurial skills to network and build strong relationships internally and with your clients* Support the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goals* Enjoy friendships, social activities and team outings that encourage a work-life balanceQualifications* Bachelor's degree in accounting* Three+ (3)+ years of experience in commercial real estate or public accounting (with exposure to commercial real estate)* Development/Construction accounting background is preferred* Intermediate to advance with MS Office software/Excel* Experience with MRI or Yardi preferred* Excellent analytical, technical and problem solving skills, with strong attention to detail* Exceptional verbal and written communication, collaboration, and time management skills* Eligibility to work in the U.S., without sponsorship, highly preferred#LI-EH1#LI-HybridBaker 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. **You will enjoy this role if:*** You are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilized* You are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutions* You are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advance* You like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountants**What you will do:** The Senior Property Accounting Associate will handle accounting matters for various commercial/retail/hospitality assets.
NewSenior Associate - Client Accounting Services, Real Estate Baker Tilly USSenior Associate - Client Accounting Services, Real EstateMadison, WI$62,770–$118,990 / yearResponsibilities include, but are not limited to, the following:Prepare and deliver monthly financial reporting package for each assigned propertyMaintain accounting records for ownership entities holding real estate assetsMonitor compliance of certain ownership, debt and other agreementsPrepare annualized income and expense projections each month to assist Property Management and client in cash flow management and determining when investor approvals are requiredPrepare and analyze periodic excess net cash flow distribution calculationsPrepare journal entries related to significant transactions such as acquisitions, dispositions, and financingsPrepare data to support the annual financial statement audit and preparation of tax returnsAssist in preparation and review of annual budgetWork alongside Property Management to prepare tenant reconciliation settlements in accordance with stipulated lease terms including, but not limited to, operating expenses, real estate taxes and utilitiesInput and setup all new leases and lease renewals in property management softwareLearn and grow from direct on the job coaching and mentoring along with participating in firm wide learning and development programsUtilize your entrepreneurial skills to network and build strong relationships internally and with your clientsSupport the growth and development of team members through the Baker Tilly Care and Teach philosophy, helping associates meet their professional goalsEnjoy friendships, social activities and team outings that encourage a work-life balanceQualificationsBachelor's degree in accountingThree+ (3)+ years of experience in commercial real estate or public accounting (with exposure to commercial real estate)Development/Construction accounting background is preferredIntermediate to advance with MS Office software/ExcelExperience with MRI or Yardi preferredExcellent analytical, technical and problem solving skills, with strong attention to detailExceptional verbal and written communication, collaboration, and time management skillsEligibility to work in the U.S., without sponsorshipThe compensation range for this role is $62,770 to $118,990. You Will Enjoy This Role IfYou are looking for your next challenge, crave variety where no day is the same and feel your skills and experience can be better utilizedYou are comfortable using technology and would enjoy helping businesses become more automated through cloud based accounting solutionsYou are looking to be part of a fast growing, innovative practice where your hard work and creativity can help us continue to build, improve and advanceYou like a corporate accounting department schedule and environment, but also crave the investment in technology and training that an innovative CPA firm provides to accountantsWhat You Will DoThe Senior Property Accounting Associate will handle accounting matters for various commercial/retail/hospitality assets.
Associate, Client Accounting Services (CAS) - Not-for-Profit Baker Tilly Advisory Group, LPAssociate, Client Accounting Services (CAS) - Not-for-ProfitMadison, WisconsinBaker 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.
NewSenior Associate- Client Accounting Services, Real Estate Baker Tilly USSenior Associate- Client Accounting Services, Real EstateMadison, WIIt serves clients nationwide and in major global financial hubs, offering professional services that align with the AICPA Code of Professional Conduct and applicable laws and regulations. In a hybrid, cloud‑based environment this role will act as a Senior Accounting Associate supporting multiple property accounting clients across the country.
Senior Associate- Client Accounting Services, Real Estate Baker Tilly Virchow KrauseLLPSenior Associate- Client Accounting Services, Real EstateMadison, WIBaker 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.
AVP, Client service NFP CorpAVP, Client serviceMadison, WI$80,000–$115,000 / yearUtilizes CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, run reports, etc. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
Senior Associate- Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate- Client Accounting Services, Real EstateMadison, WisconsinBaker 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.
Senior Associate - Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate - Client Accounting Services, Real EstateMadison, WisconsinBaker 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.
AVP, Client service Aon PlcAVP, Client serviceMadison, WI$80,000–$115,000 / yearUtilizes CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, run reports, etc. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.
Client Service Analyst Bank of MontrealClient Service AnalystMadison, WI$41,714–$77,500 / yearFollows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function. Supports the assigned advisors and client portfolio through administrative and transactional support including correspondence, relationship reviews, account documentation and sales reporting.
Client Service Associate ChoreoClient Service AssociateMadison, WIChoreo is a wealth management firm built on an interconnected network of financial advisors with a shared vision servicing entrepreneurs, CPAs, and individuals with a forward-thinking approach to financial planning to translate wealth into fulfillment. In this role you will work with Wealth Advisors, Associate Advisors, and Operations team members to ensure client service needs are met, providing a superior level of service and enhancing the client experience.
Client Service Associate Lake Ridge BankClient Service AssociateMiddleton, WIProvide a variety of account services to consumer and business clients, including: processing deposits, processing loan payments, cashing checks, withdrawing cash, and selling related check items. Act as a trusted advisor by consistently educating clients about Lake Ridge Bank products and services and referring additional business to the Personal Bankers and other areas.
NewClient Service Representative VCA Animal HospitalsClient Service RepresentativeMadison, WIManagement 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). Why We Need You: As the face of VCA-VESVSC, the Client Service Representative sets the tone for the practice as we build and maintain each customer's trust and confidence in our abilities.
ER Client Service Representative VCA IncER Client Service RepresentativeMadison, WIManagement 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). Answering questions regarding products and services, including educating clients on general animal husbandry and non-medical pet care/.
Client Service Representative VCA IncClient Service RepresentativeMadison, WIManagement 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). Why We Need You: As the face of VCA-VESVSC, the Client Service Representative sets the tone for the practice as we build and maintain each customer''s trust and confidence in our abilities.
NewClient Service Representative The QTI GroupClient Service RepresentativeMadison, WIQTI is partnering with a well-established, growing technology organization in the fleet services and compliance space to hire Client Service Representatives for their Madison office. This role plays a key part in supporting customers, ensuring compliance accuracy, and delivering a high-quality service experience.
Associate, Client Service NFP CorpAssociate, Client ServiceMadison, WI$50,000–$58,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
Associate, Client Service Aon PlcAssociate, Client ServiceMadison, WI$50,000–$58,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location.
Client Service Excellence Representative (FINRA Licensed) Vanguard GroupClient Service Excellence Representative (FINRA Licensed)Madison, WIRemote$60,500–$67,500 / yearTotal potential compensation range for your first full year in this role is $60,500 - $67,500 ($52,000 - $58,000 base salary determined by skills and experience) plus quarterly performance-based bonuses, merit increases, and company bonuses. If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of crew" as a Client Service Excellence Center associate.
Client Service Excellence Representative - RS Vanguard GroupClient Service Excellence Representative - RSMadison, WIRemoteTotal potential compensation range for your first full year in this role is $60,500 - $67,500 ($52,000 - $58,000 base salary determined by skills and experience) plus quarterly performance-based bonuses, merit increases, and company bonuses, plus up to a $15,000 bonus upon obtaining the required licensing. If you have a passion for helping others, building your client services skillset, and giving every investor the best chance for investment success, join our team of crew" as a Client Service Excellence Center associate.
Sr. Client Service Consultant, PC Holmes MurphySr. Client Service Consultant, PCMadison, WisconsinDemonstrates exceptional customer service and operates as an effective partner with clients to include, but not limited to: Market renewal policies and negotiate with insurance company underwriters; Reviews insurance in place and assesses future needs of client; Evaluates and recommends insurance options for clients; Maintains an awareness of complex or significant claims situations and assists in claims process management as requested, to ensure client claim issues are satisfactorily resolved. We do this through empowering employees to build trust through honest and caring actions, ensuring clear and constructive communication, establishing meaningful client relationships that support their unique potential, and contributing to the organization's success by effectively influencing and uplifting team members.
Senior Associate, Client Accounting Services-Real Estate Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services-Real EstateMadison, WisconsinBaker 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.