Customer Service Representative System OneCustomer Service RepresentativeWauwatosa, WI$21 / hourSystem One, and its subsidiaries including Joulé, ALTA IT Services, and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America. In this role, you'll be the primary point of contact for answering questions, providing guidance, resolving issues, and helping clients navigate program processes.
NewCustomer Service Manager Collins Law Firm, LLCCustomer Service ManagerPewaukee, WI$50,000–$65,000 / yearWe 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.
NewAssistant Program Manager - Glover Wisconsin Community ServicesAssistant Program Manager - GloverMilwaukee, WIFacilitates weekly Community ReintegrationPlan meetings with treatment staff and the Division of Community Corrections(DCC) Agent to develop initial Community Reintegration Plans and reviewresident progress. MulticulturalSensitivity – The role involves working in thecommunity and interacting directly with diverse populations, including clients,partners, and service providers.
NewCustomer Service & Sales Representative Monstera TalentCustomer Service & Sales RepresentativeMilwaukee, WIWhat You'll Be Doing In this customer-facing role, you'll represent nationally recognised brands by engaging directly with customers through face-to-face promotional campaigns. Whether you've worked in customer service, retail, hospitality, restaurants, events, or you're looking for your first full-time opportunity, this role offers valuable experience, ongoing coaching, and genuine opportunities for career progression.
NewRegional Sales Manager - Northern Florida NucorRegional Sales Manager - Northern FloridaJackson, WIThis role focuses on developing and maintaining strong relationships with dealers, end users, and key industry stakeholders while expanding market presence throughout the assigned territory of Northern Florida. SUMMARY: The Regional Sales Manager is responsible for driving revenue growth, profitability, market share, and brand visibility for Rytec within the high-speed door industry.
Retail Customer Service Associate FedExRetail Customer Service AssociateBrookfield, WisconsinFull timeThe Store Consultant will operate and maintain a wide variety of equipment, move boxes and equipment, stock materials, manage the production queue and output, manage complex projects, manage retail supply, and complete assigned tasks based on priority. The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate customer needs, suggest alternatives and provide solutions.
NewCustomer Service Operations Assistant UlineCustomer Service Operations AssistantKenosha, WIFull timeHandle Customer Service communications, including writing weekly department announcements and responding to inquiries in the team email inbox. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.
NewRegional Sales Manager - Northern California NucorRegional Sales Manager - Northern CaliforniaJackson, WIThis role focuses on developing and maintaining strong relationships with dealers, end users, and key industry stakeholders while expanding market presence throughout the assigned territory of Northern California. SUMMARY: The Regional Sales Manager is responsible for driving revenue growth, profitability, market share, and brand visibility for Rytec within the high-speed door industry.
NewSales Account Manager STS Technical ServicesSales Account ManagerMilwaukee, WIThis is an on-site role supporting a scaling manufacturing client and is ideal for a motivated, customer-focused sales professional with inside sales experience, strong account management skills, and the ability to grow into outside sales and business development over time. This role is responsible for customer relationship management, quote development, account communication, customer service, and internal coordination with Project Management, Engineering, Operations, and Production teams.
Customer Service Trainer - Corporate UlineCustomer Service Trainer - CorporateKenosha, WIFull timeUline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations. Bachelor’s degree in adult learning, corporate training or related area, or equivalent experience.
Case Manager - Community Support Program (CSP) Wisconsin Community ServicesCase Manager - Community Support Program (CSP)Milwaukee, WIWorking Conditions: Work is performed in the office, the community and in clients’ homes; up to 6 hours a day may be spent driving; clients may be unstable and symptomatic at times; hours average at least 40 hours per week; flexible work schedule includes some weekends, after hours hotline coverage, and holidays. Provide ongoing assessment and treatment planning, case management, supportive psychotherapy, symptom management, medication monitoring, and crisis intervention including afterhours hotline coverage to clients with serious and persistent mental illness and co-occurring substance use.
NewSenior Director Advanced Markets Operations Northwestern MutualSenior Director Advanced Markets OperationsMilwaukee, WI$158,400–$237,600 / yearAnalytical Thinking 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. Talent Development & Planning Develops direct reports’ skills based on organizational objectives, evaluates skill gaps, and manages succession planning to develop more capable direct reports, diverse, strong teams and better organizational performance in an equitable and inclusive manner.
Senior Project Manager JobotSenior Project ManagerMilwaukee, WI$110,000–$135,000 / yearInformation 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.
NewCommercial Lines Account Manager Steffens Insurance GroupCommercial Lines Account ManagerMilwaukee, WI$65,000–$85,000 / yearMaintain complete, accurate account records in the agency management system — every activity logged, every document filed, every follow-up tickled so nothing falls through and the next person who opens the account knows exactly where things stand. We handle the complexity most small-market agencies hand off — full commercial and personal lines P&C through SIG, combined with sophisticated financial planning through V3 Financial, for clients who’ve been with us long enough to refer their kids.
Project Manager JobotProject ManagerWaukesha, WI$100,000–$120,000 / yearInformation 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.
Senior Customer Operations Manager UlineSenior Customer Operations ManagerKenosha, WIFull timeAs a Senior Customer Operations Manager, continue this legacy by empowering our team to minimize order delays and deliver the exceptional experience our customers love. Uline, a family-owned company, is North America’s leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations.
Customer Service Representative Extension RecruitingCustomer Service RepresentativeOak Creek, WI$23–$25 / hourFull timeExtension is seeking a Customer Service Representative for a direct hire opportunity with one of our premier manufacturing clients located in Milwaukee, WI. Growing, well-established global manufacturer with a reputation for premium products and exceptional customer service.
AIRPORT SECURITY SUPERVISOR CovenantAIRPORT SECURITY SUPERVISORMilwaukee, WI$24Ensure timely and complete preparation and submission of all required operational documentation, including, but not limited to, post and patrol logs, notices, sign-in/sign-out rosters, Daily Activity Reports (DARS), Employee Statements and Incident Reports. Maintain communication with management and other supervisors, including, but not limited to, supervisor(s) on following shift(s) regarding any operational or personnel issues or issues that may reveal vulnerabilities or hinder successful accomplishment of security duties.
Manager, Client Accounting Services, Small Business Baker Tilly Virchow KrauseLLPManager, Client Accounting Services, Small BusinessMilwaukee, 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 ProfitMilwaukee, 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 OfficeMilwaukee, 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. 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 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.
Manager, Accounting Advisory Services Nonprofit Industry Clients Wipfli LLPManager, Accounting Advisory Services Nonprofit Industry ClientsMilwaukee, WIWipfli 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.
NewManager, Client Accounting Services - Family Office Baker Tilly InternationalManager, Client Accounting Services - Family OfficeMilwaukee, WI$67,000–$159,920 / yearManager, Client Accounting Services - Family OfficeApplylocations: USA TX Frisco: USA PA Philadelphia: USA TX Houston 500 Dallas St: USA WI Milwaukee: USA TX Dallas 14555 Dallas Parkwaytime type: Full timeposted on: Posted Yesterdayjob requisition id: JR106660# **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.
Client Services Coordinator Community Medical ServicesClient Services CoordinatorMilwaukee, WICommunity Medical Services (CMS) is a CARF-accredited addiction treatment program providing services in the form of outpatient medication-assisted treatment and one-on-one and group counseling to those seeking help with their opioid use disorder. For employees in the following states (TX/OH/MN/IN/WI): Motor Vehicle Valid state-issued driver's license and MVR clearance is required; a 39-month MVR is required for any applicant at the time of the interview.
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.
Manager, Client Accounting Services Small Business-Healthcare Senior Living Baker Tilly Advisory Group, LPManager, Client Accounting Services Small Business-Healthcare Senior LivingMilwaukee, 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 BusinessMilwaukee, 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-HealthcareMilwaukee, 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.
NewFamily Office Accounting Manager - Elite Client Services Godfrey & KahnFamily Office Accounting Manager - Elite Client ServicesMilwaukee, WIA family office service provider in Milwaukee is seeking a Client Special Services Accounting Manager to oversee comprehensive accounting functions. Responsibilities include managing financial transactions, collaborating with internal teams, and maintaining relationships with families' advisors.
Manager, Client Accounting Services (CAS) - Not for Profit Baker Tilly Advisory Group, LPManager, Client Accounting Services (CAS) - Not for ProfitMilwaukee, 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.
NewClient Special Services Accounting Manager Godfrey & KahnClient Special Services Accounting ManagerMilwaukee, WIClient Special Services Accounting Manager3 days ago Be among the first 25 applicantsThe Client Special Services Team is a multi-generational family office service team managing the financial, investment, estate, and legacy planning needs of a limited number of families. You'll be responsible for:Performing all back-office accounting functions for clients including reconciliations, bill and expense payment, payroll, cash flow management, managing loans, tracking investments, the creation of management reports and monthly financial statements.
Manager, Client Accounting Services - Family Office Baker Tilly Advisory Group, LPManager, Client Accounting Services - Family OfficeMilwaukee, 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.
Investment Client Services Specialist - Top Advisor The Northwestern Mutual Life Insurance CoInvestment Client Services Specialist - Top AdvisorFranklin, WI$54,530–$101,270 / yearDemonstrated leadership and interpersonal skills • Demonstrated analytical skills and confidence to make judgments and decisions involving ambiguity • Strong interpersonal and written communication skills • Demonstrated ability to positively influence and work cooperatively with employees at all levels • Demonstrated ability to proactively react to change • Self-motivated and self-directed with the ability to manage multiple assignments with minimal guidance or direction • Strong technical knowledge of the operational aspects related to brokerage and advisory services/products. • Researches and responds to client issues including but is not limited to placing trades, assisting clients with system access and navigation, assisting clients with account maintenance and inquiries, discussing the latest market trends responding to research requests and providing investment education to our clients.
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.
Senior Client Services Consultant MetLife IncSenior Client Services ConsultantBrookfield, WI$78,500–$93,000 / yearAbout MetLife Recognized on Fortune magazines list of the Worlds Most Admired Companies and Fortune Worlds 25 Best Workplaces, as well as the Fortune 100 Best Companies to Work For®, MetLife, through its subsidiaries and affiliates, is one of the worlds leading financial services companies providing insurance, annuities, employee benefits, and asset management to individual and institutional customers. Guided by our purpose - always with you building a more confident future - and MetLifes New Frontier strategy focused on stronger growth, attractive returns, and all-weather performance, this is an exciting opportunity to work with sophisticated clients, influence strategic outcomes, and deliver consultative solutions across a broad portfolio of group insurance products.
Senior Associate, Client Accounting Services - Small Business (Sage Intacct) Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Small Business (Sage Intacct)Milwaukee, 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 ProfitMilwaukee, 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 ProfitMilwaukee, 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.
NewRecovery Case Manager: Client Services & Planning Meta HouseRecovery Case Manager: Client Services & PlanningMilwaukee, WIThis role focuses on coordinating the service needs of clients experiencing substance use disorders and requires effective communication and teamwork skills. Join us at Meta House, where your work has purpose and you can make a lasting impact in the community by helping clients rebuild their lives.#J-18808-Ljbffr.
Tax Senior Manager, Private Client & Family Office Services BDO USA PCTax Senior Manager, Private Client & Family Office ServicesMilwaukee, 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.
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.
Onboarding Manager, Client Accounting Services Baker Tilly Advisory Group, LPOnboarding Manager, Client Accounting ServicesMilwaukee, 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 Service Manager GallagherClient Service ManagerBrookfield, WisconsinFull timeThe 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. From guiding the renewal process to mentoring team members, you’ll play a key role in delivering high-quality solutions.
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.
NewAssociate Client Service Manager GallagherAssociate Client Service ManagerBrookfield, WisconsinFull timeThe 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. Support New Business activity via handling of new business applications, compiling client information, and preparing high quality and accurate proposals for potential clients.
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.
Client Care Services Rep (NRF) - Hybrid The Northwestern Mutual Life Insurance CoClient Care Services Rep (NRF) - HybridFranklin, WISkills You Have: Analytical Thinking: 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. Resolves inquiries and transactions from Financial Reps and clients on basic and intermediate (semi-complex) level calls and transactions and is learning to become proficient in complex work.
Client Service Representative (Investor Service) UMB BankClient Service Representative (Investor Service)Milwaukee, WisconsinThe posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, passing the Securities Industry Essential test (SIE) is required within six (6) months and you will be provided with internal resources as well as study time to successfully pass the exam.
NewBenefits Consultant - Client Services & Compliance 001 Brown & BrownBenefits Consultant - Client Services & ComplianceMilwaukee, WIThe role includes utilizing technical expertise, administering marketing functions, supporting onboarding of new clients, and maintaining strong relationships with vendors. 001 Brown & Brown, Inc is seeking a Benefits Specialist in Milwaukee, WI to assist the Account Team with client benefit consulting responsibilities.