Financial Counselor, Patient Access UnitedHealth GroupFinancial Counselor, Patient AccessMukwonago, WI$17.74–$31.63 / hourThis position works with patients to resolve applicable financial concerns, including providing counseling on available financial assistance or healthcare coverage options, assessing payment sources, developing payment plans, and collecting patient payments. See United Healthcare Privacy Policy at https://www.unitedhealthgroup.com/privacy.html and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
NewRegistered Client Care Services Rep (AMO) (s6/63 or s7 & 63) - Remote Northwestern MutualRegistered Client Care Services Rep (AMO) (s6/63 or s7 & 63) - RemoteSouth Milwaukee, WIRemote$21.77–$32.66 / hourThis role supports Advanced Market Operations by servicing Universal Life, Variable Universal Life, and other advanced product lines, resolving complex policy and investment‑related inquiries, processing transactions, and educating clients and Financial Representatives on servicing options and digital tools. See Northwestern Mutual Privacy Policy at https://www.northwesternmutual.com/online-privacy-statement/ and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions.
Comprehensive Community Services (CCS) Adult Care Coordinator Alternatives in Psychological ConsultationComprehensive Community Services (CCS) Adult Care CoordinatorWest Allis, WIFacilitates all aspects of the Comprehensive Community Services service planning as outlined in DHS 36.* Ensures that the member receives culturally, linguistically, and age-appropriate assessment services appropriately and timely.* Some of the ways we assist our care coordinators with maintaining a work/life balance and financial wellness is by encouraging a hybrid worksite schedule and paying quarterly productivity bonuses.
NewTrusts and Estates Associate Attorney Centurion Legal Services, LLCTrusts and Estates Associate AttorneyMilwaukee, WI$100,000–$150,000 / yearn This is an opportunity to join a well-supported and innovative practice with experienced attorneys, highly capable paralegals, modern practice-management systems, and an established client base. \n We are an established and expanding Wisconsin law firm focused on estate planning, tax planning, probate and trust administration, elder law, and related planning for individuals, families, business owners, and fiduciaries.
NewInvestment Client Srvcs Analyst (Asset Movement) - Hybrid Northwestern MutualInvestment Client Srvcs Analyst (Asset Movement) - HybridSouth Milwaukee, WI$23.11–$34.66 / hourEducational Background: Associate's degree in business or a related field, or an equivalent combination of education and experience, specifically in customer service: For customer service a minimum of 4 years of customer service experience preferably with a focus on asset movement, related transactions, or financial services demonstrating proven customer service skills. Provide Exceptional Service: Deliver a personalized and remarkable experience for our field partners and their staff by answering questions related to asset movement, providing detailed servicing options, and assisting them through asset movement transaction procedures or services in a call center environment.
Compliance Sr. Specialist Northwestern MutualCompliance Sr. SpecialistSussex, WI$70,320–$105,480 / yearReviews and inspections consist of the following: Consult with Regional Oversight and Engagement team to assist with the creation and implementation Network Office specific solutions to material and ongoing compliance issues; and ability to document, draft, and follow-up with detailed reports regarding field offices and individual registered representative visits; and document observations and findings of sales practices through interviews with field management and registered representatives. Assist the Vice Presidents of Distribution Performance, and their Regional Oversight and Engagement teams in the ongoing support and delivery of Compliance and Supervision consultation to Field Leadership, Financial Representatives, and Home Office business partners.
NewFinancial Services Associate AILFinancial Services AssociateMilwaukee, WIRemoteYou will help clients learn about life, supplemental health, and accident coverage while providing a supportive and professional experience. AO Globe Life is hiring a Financial Protection Associate to work remotely with individuals and families exploring insurance options.
Financial Services Tax - Real Estate Senior Associate PwCFinancial Services Tax - Real Estate Senior AssociateMilwaukee, WI$77,000–$214,000 / yearOur team helps our Financial Services clients navigate the frequently changing and complex national and international tax environment related to stringent capital requirements, management of operational tax risks, and tax implications of investing in different jurisdictions. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
NewFinancial Services - Accounts Receivable Uline, Inc.Financial Services - Accounts ReceivableMilwaukee, WI$25–$26 / hourUline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations. Collaborate with Cash Applications, Credit, Customer Service and Sales teams to reduce aging and minimize bad debt.
Senior Business Development Manager Ericsson Mobile Financial Services Telefonaktiebolaget LM EricssonSenior Business Development Manager Ericsson Mobile Financial ServicesWaukesha, WIThis role is a hybrid position with the expectation to work onsite (3) three days a week in the Ericsson office located in Plano, TX, Austin, TX, Bellevue, WA, Boise, ID, Irvine, CA, Lewisville, TX, Morristown, NJ, New York, NY, Overland Park, KS, Santa Clara, CA, or Washington, DC. Drive consultative and solution selling by understanding customer business needs, shaping value-led propositions, and positioning Ericsson Mobile Financial Services capabilities to address strategic, operational, and commercial priorities.
NewFinancial Services - Accounts Receivable UlineFinancial Services - Accounts ReceivableMilwaukee, WI$25–$26 / hourUline, a family-owned company, is North America's leading distributor of shipping, industrial, and packaging materials with over 9,800 employees across 14 locations. Collaborate with Cash Applications, Credit, Customer Service and Sales teams to reduce aging and minimize bad debt.
Financial Services Tax - Real Estate Director PwCFinancial Services Tax - Real Estate DirectorMilwaukee, WI$150,000–$438,000 / yearAt PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Global Structuring Insurance / Financial Services - Manager PwCGlobal Structuring Insurance / Financial Services - ManagerMilwaukee, WI$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Analyse and identify the linkages and interactions between the component parts of an entire system.
Financial Services Tax - Real Estate Manager PwCFinancial Services Tax - Real Estate ManagerMilwaukee, WI$99,000–$266,000 / yearPwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy . At PwC, we recognize that conviction records may have a direct, adverse, and negative relationship to responsibilities such as accessing sensitive company or customer information, handling proprietary assets, or collaborating closely with team members.
Data Engineering, Management & Governance Senior Manager/Associate Director - Financial Services Accenture PlcData Engineering, Management & Governance Senior Manager/Associate Director - Financial ServicesMilwaukee, WIData Engineering, Management & Governance Senior Manager and the job duties are as follows: Architect scalable solutions for new rollouts, enhancements, and lifecycle maintenance, integrating best practices across DevOps, MLOps, and DataOps frameworks. Drive cross-functional project planning for complex IT initiatives, defining objectives, technology stacks, systems architecture, schedules, budgets, and staffing strategies in collaboration with senior leadership.
Financial Services Tax - Real Estate Senior Manager PricewaterhouseCoopers LLPFinancial Services Tax - Real Estate Senior ManagerMilwaukee, WI$124,000–$335,000 / yearWithin our Tax practice, you will help clients navigate the ever-evolving tax landscape, advising on local and international tax affairs, and providing insights into business analysis, working capital management, and profit sharing. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerMilwaukee, WIThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Senior Auditor - Financial Services (Insurance) Wipfli Advisory LLCSenior Auditor - Financial Services (Insurance)Milwaukee, WisconsinFull 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. Take part in pre-audit planning to assess the risk of material misstatement of financial accounts to design effective audit procedures.
Financial Services Representative - State Farm Agent Team Member Joe Woelfle - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberMequon, WIFull timeROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge reinforces your sales-minded and consultative approach to educating customers on their options.
Financial Services - Work From Home Spade RecruitingFinancial Services - Work From HomeMilwaukee, WIDaily activities include Inbound and outbound calling, setting appointments, performing presentations to members of unions that request our benefits, basic computer knowledge, completing the necessary paperwork, quality control, and leadership development. All-expenses-paid yearly office trips to exciting and exotic locations (2016 Puerto Rico, 2017 Cancun, 2018 Disney, 2019 Vegas, 2020 Bar Mar Bahamas).