Top 285 Senior client services Jobs in Appleton Wi

Senior Paralegal
Brehmer Law LLC —Neenah, WI
- Email
- HIPAA
- Mid-level
- Organizational skills
- Disability insurance
- Health insurance
Quick Apply
14h
Medical Lead Veterinarian- Appanasha Pet Clinic- Menasha WI
Appanasha Pet Clinic —Menasha, WI
- $130,000 - $165,000 a year
- Full-time
- Senior level
- Communication skills
- Continuing education credits
- Disability insurance
Quick Apply
Home Health Aide
St. Paul Elder Services —Kaukauna, WI
- $16.00 - $17.50 an hour
- No weekends
- Residential
- Home Health
- Geriatrics
- On-the-job training
- Flexible schedule
Quick Apply
Caregivers - Daytime Hours - $16.50-$24.50/HR
Senior Stride Home Care —Oshkosh, WI
- $16.15 - $22.00 an hour
- Part-time
- Cleaning
- In-person
- Entry level
- Paid training
- Mileage reimbursement
Quick Apply
Sr Specialist MT, Brokerage
FedEx Supply Chain, Inc —Green Bay, WI
- Microsoft Excel
- Ability to walk for extended periods
- Basic math
- Paid jury duty
- Paid parental leave
10d
After Hours Supervisor
Home Instead - Green Bay —Green Bay, WI
- $17 an hour
- 12 hour shift
- Microsoft Word
- Microsoft Excel
- Mid-level
- Paid training
- Dental insurance
Quick Apply
5d
Senior Vice President – Treasury Management
The QTI Group —New London, WI
- From $130,000 a year
- Full-time
- 5 years
- Office
- Business development
Quick Apply
Licensed Nail Technician (Independent Contractor)
Touchmark —Appleton, WI
- Choose your own hours
- Cosmetology License
- Entry level
- Paid time off
- Retirement plan
Quick Apply
Lead Software Engineer- Content Management & Digital Asset Platform
Experis —Appleton, WI
- $75 - $90 an hour
- Contract
- Computer science
- 7 years
- Azure
Quick Apply
11h
Senior Director, Patient Access (Onsite- WI)
Ensemble RCM LLC —Appleton, WI
- $101,600 - $137,100 a year
- Full-time
- Hospital
- Customer service
- 5 years
- Tuition reimbursement
Client Experience Associate
Renier Hoptopp Law Offices, LLC —De Pere, WI
- $55,000 - $70,000 a year
- Full-time
- Mid-level
- 3 years
- Communication skills
Quick Apply
Senior Solution Architect - D365 (Remote)
CliftonLarsonAllen —Appleton, WI
- $127,000 - $206,000 a year
- Full-time
- Remote
- 7 years
- Bachelor's degree
- Senior level
- Health insurance
- Dental insurance
Operations Coordinator
Grove Behavioral Services —Neenah, WI
- $20 - $25 an hour
- Part-time
- Inventory management
- Military
- HIPAA
Quick Apply
7d
Project Delivery Coordinator
Donohue & Associates —Appleton, WI
- $55,000 - $85,000 a year
- 5 years
- Engineering
- Office
- Profit sharing
- Paid holidays
Senior Client Account Manager (Breakthrough)
US Venture —Green Bay, WI
- Full-time
- Bachelor's degree
- Travel
- US work authorization
10d
Senior Aftermarket Sales Analyst - Hybrid
Oshkosh Defense —Oshkosh, WI
- $73,200 - $117,800 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Continuous improvement
- Mentoring
Employee Benefits Senior Client Manager
M3 Insurance Solutions —De Pere, WI
- Full-time
- Hybrid work
- Driver's License
- Bachelor's degree
- Mentoring
- Profit sharing
- Paid parental leave
Account Executive
Aon Corporation —Green Bay, WI
- $100,000 - $200,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Sales
- Commuter assistance
- Health savings account
Caregiver
Encore Senior Living —Oshkosh, WI
- $19 an hour
- Part-time
- 18 years or older
- High school diploma or GED
- 1 year
- Health insurance
- Dental insurance
8d
Senior Data Engineer I
HEARTLAND BUSINESS SYSTEMS LLC —Little Chute, WI
- Full-time
- Hybrid work
- 7 years
- Writing skills
- Analysis skills
Quick Apply

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senior client services jobs near appleton wi

Senior Paralegal

Brehmer Law LLC
Neenah, WI

Quick Apply

Job Details

Full-time
14 hours ago

Benefits

Disability insurance
Health insurance
Paid time off
Cell phone reimbursement
Life insurance

Qualifications

Zoom
Attention to detail
Organizational skills
Office management
Appointment scheduling

Full Job Description

Senior Paralegal

Brehmer Law LLC is a firm offering legal services wherever life takes you. From business and tax law to estate planning services, we have our clients covered. Our owner is a licensed attorney and Certified Public Accountant (CPA) who guides his clients through their legal situation with thoughtful counsel and sound advice based on over a decade of experience.

Position Overview

We are seeking a detail-oriented and highly motivated self-starter to join our team. The ideal candidate will have experience in business transactional support, be proficient in Microsoft Office, possess strong organizational skills and have exceptional communication skills.

Responsibilities

Candidate will be responsible for drafting Estate Planning Documents including, Wills and Trusts, Property POAs, Healthcare POAs, Living Wills and HIPAAs
Work directly with clients, beneficiaries and financial advisors
Answer questions and provide information to prospective and current clients
Provide overall support to attorney's business needs, scheduling appointments with clients, responding to emails and recording and storing client information
Schedule client meetings both in-person and via zoom
Prepare final documents for execution of Estate Plan documents
Coordinate execution of Estate Plan documents with clients and act as a Notary or Witness at signings
Lead the onboarding and training of new staff members
Develop and maintain training materials, processes, and resources to support consistent staff training.
Provide ongoing coaching, guidance, and support to administrative staff
Oversee the day-to-day activities and responsibilities of administrative staff
Serve as a resource for administrative staff when questions, challenges, or procedural issues arise.

Qualifications

Responsible, reliable and confident speaking with clients, attorney's and financial advisors
Previous experience with Estate Planning Documents beneficial but not required
Excellent communication skills with ability to interact professionally with staff, attorneys, paralegals, clients and advisors
Ability to work independently as well as with a team, have an acute attention to detail and multi-task and prioritize while working in a deadline-driven environment
Strong technical skills, particularly Microsoft Office

Benefits

Simple IRA
Simple IRA Matching
Paid time off
Health Insurance
Life Insurance
Short Term Disability
Cellphone Allowance
Competitive salary and bonus opportunities

Please submit resume for consideration to [email protected].

Work Location: In person

Quick Apply

Refine Your Search

senior client services jobs in appleton wi

Senior Paralegal

Medical Lead Veterinarian- Appanasha Pet Clinic- Menasha WI

Home Health Aide

Caregivers - Daytime Hours - $16.50-$24.50/HR

Sr Specialist MT, Brokerage

After Hours Supervisor

Senior Vice President – Treasury Management

Licensed Nail Technician (Independent Contractor)

Lead Software Engineer- Content Management & Digital Asset Platform

Senior Director, Patient Access (Onsite- WI)

Client Experience Associate

Senior Solution Architect - D365 (Remote)

Operations Coordinator

Project Delivery Coordinator

Senior Client Account Manager (Breakthrough)

Senior Aftermarket Sales Analyst - Hybrid

Employee Benefits Senior Client Manager

Account Executive

Caregiver

Senior Data Engineer I

I want to receive the latest job alert for senior client services in appleton wi

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