Top 2599 Client services Jobs in Middleton Wi

Client Service Specialist
Walkner Condon Financial Advisors —Verona, WI
- $60,000 - $100,000 a year
- Full-time
- Google Workspace
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
12d
Brand Promotions Assistant - Entry Level
Confidential —Middleton, WI
- $46,055.40 - $48,464.57 a year
- Full-time
- Background check
- No experience needed
- In-person
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In-Home Support Staff – North & East Madison
Lakeview Supported Living Services —Madison, WI
- $17.50 - $20.00 an hour
- Part-time
- Background check
- Experience working with individuals with disabilities
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Universal Banker
One Community Bank —Middleton, WI
- Part-time
- Office
- High school diploma or GED
- Organizational skills
Quick Apply
8d
Delivery Driver (Part Time: Mondays/Tuesdays)
Isthmus Eats —Middleton, WI
- $15 - $20 an hour
- Part-time
- Background check
- Clean driving record
- Driver's License
- Mileage reimbursement
Quick Apply
Home Care Aide NEEDED For Elderly Female In Madison, WI
Care Planning Institute, Inc —Madison, WI
- $28 an hour
- Part-time
- Background check
- Current TB test
- Home Health
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Home Care Aide NEEDED For Elderly Male In Mt. Vernon, WI
Care Planning Institute, Inc —Verona, WI
- $28 an hour
- Part-time
- Background check
- Current TB test
- Home Health
Quick Apply
Client Advocate I
CVS Health —Madison, WI
- $43,888 - $102,081 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Administrative experience
- Health insurance
- Dental insurance
8d
Customer Relations Specialist
RAE Staffing —Madison, WI
- $25.64 - $31.54 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid training
- Health savings account
Quick Apply
Client Services Associate - Middleton, WI
Savant Wealth Management —Middleton, WI
- $57,000 - $76,000 a year
- Full-time
- Office
- Administrative experience
- US work authorization
- Health savings account
- AD&D insurance
13d
Customer Service Professional
RAE Staffing —Madison, WI
- $24.42 - $29.41 an hour
- Part-time
- Hybrid work
- Computer literacy
- Office
- Computer skills
- Paid jury duty
- Health insurance
Quick Apply
12d
Client Coordinator
Maxim Healthcare Services Direct —Madison, WI
- $22 - $24 an hour
- Full-time
- Customer service
- Office
- High school diploma or GED
- Profit sharing
- Commuter assistance
Quick Apply
Customer Service Representative
Harker Heating & Cooling Inc —Madison, WI
- $25 - $30 an hour
- Full-time
- Spanish
- English
- Office
Quick Apply
8d
In Home Assessor NEEDED For Home Care Agency In Madison, WI
Care Planning Institute, Inc —Madison, WI
- $40 an hour
- Weekends only
- RN License
- Home Health
- Older adults
- Flexible schedule
Quick Apply
Customer Service Representative (Remote)
HEALTHPLANONE, LLC —Madison, WI
- Full-time
- Remote
- High school diploma or GED
- SharePoint
- Communication skills
- Health insurance
Quick Apply
2h
Patient Scheduling Representative - Family Medicine
UW Health —Verona, WI
- $19.59 - $24.01 an hour
- Full-time
- Hybrid work
- Hospital
- High school diploma or GED
- Clinic
Client Service Representative
VCA Animal Hospitals —Middleton, WI
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Customer Care Specialist
Pellitteri Waste Systems Inc —Madison, WI
- $24.00 - $24.50 an hour
- Full-time
- Word processing
- Computer literacy
- Writing skills
- Disability insurance
- Health insurance
Quick Apply
The Courtyard at Fitchburg - Caregiver
Encore Senior Living —Fitchburg, WI
- $21 - $22 an hour
- Full-time
- 18 years or older
- High school diploma or GED
- 1 year
- Health insurance
- Dental insurance
6d
CUSTOMER SERVICE SPECIALIST
Kesslers Diamond Center —Madison, WI
- $18 - $19 an hour
- Full-time
- Ability to walk for extended periods
- High school diploma or GED
- Ability to sit for extended periods
- Employee discount
Quick Apply

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client services jobs near middleton wi

Client Service Specialist

Walkner Condon Financial Advisors
Verona, WI

Quick Apply

Job Details

Full-time
$60,000 - $100,000 a year
12 days ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Teamwork
Administrative experience
Bachelor's degree
Client services
Organizational skills
Time management

Full Job Description

About Us

Walkner Condon Financial Advisors is a boutique financial advisory firm dedicated to providing exceptional service and guidance to our clients. We value collaboration, innovation, and building strong relationships with our clients and within our team. We are currently seeking a detail-oriented and motivated Client Services Specialist to join our team and help us continue delivering on our commitment to excellence.

Position Overview

The Client Services Specialist will play a vital role in ensuring a seamless client experience by supporting financial advisors and maintaining efficient office operations. While experience in finance and securities licenses is a plus, a strong work ethic, attention to detail, and excellent organizational skills are essential.

Key Responsibilities

Serve as the primary point of contact for clients, ensuring exceptional service and timely responses to inquiries.
Support financial advisors with client onboarding, account maintenance, and preparation of meeting materials.
Prepare and process account documents, maintain accurate records in the CRM system, and ensure compliance with regulatory standards.
Manage advisor schedules, coordinate appointments, and assist with meeting preparation.
Handle client correspondence, including emails, phone calls, and mail, in a professional and efficient manner.
Assist with compliance documentation and maintain adherence to industry regulations.
Manage office supplies, vendors, and administrative tasks to maintain an organized and efficient office environment.
Provide support for special projects, data entry, and reporting as needed.

Qualifications

4 + years of proven experience in a client services or administrative role; experience in a financial services environment is strongly preferred. Experience with Schwab as a custodian is also preferred.

Securities licenses (e.g., Series 6, 7, 63, 65, or 66) are a plus but not mandatory.
Proficiency with Google Workspace or Microsoft Office Suite (Word, Excel, Outlook) and experience with CRM software is a plus.
Excellent organizational, time management, and multitasking skills.
Strong attention to detail and accuracy in work.
Exceptional communication and interpersonal skills, with a client-first mindset.
Ability to handle sensitive information with the utmost confidentiality.

Why Join Us?

Collaborative and supportive team environment.
Opportunities for professional development and growth.
Competitive salary and benefits package, range will be $60k-$100k depending on experience. Top of range candidates will need licensing and significant financial services experience.
The chance to be part of a firm that values work-life balance and employee satisfaction.

How to Apply

Interested candidates should submit their resume and a cover letter outlining their qualifications and interest in the role through LinkedIn. Applications will be reviewed on a rolling basis, and the position will remain open until filled.

Walkner Condon Financial Advisors is an equal-opportunity employer. We encourage applicants of all backgrounds and experiences to apply.

Join our team and help us make a difference in the lives of our clients and their financial futures!

Job Type: Full-time

Pay: $60,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Life insurance
Paid time off
Vision insurance

Education:

Bachelor's (Required)

Ability to Commute:

Verona, WI 53593 (Required)

Work Location: In person

Quick Apply

Refine Your Search

client services jobs in middleton wi

Client Service Specialist

Brand Promotions Assistant - Entry Level

In-Home Support Staff – North & East Madison

Universal Banker

Delivery Driver (Part Time: Mondays/Tuesdays)

Home Care Aide NEEDED For Elderly Female In Madison, WI

Home Care Aide NEEDED For Elderly Male In Mt. Vernon, WI

Client Advocate I

Customer Relations Specialist

Client Services Associate - Middleton, WI

Customer Service Professional

Client Coordinator

Customer Service Representative

In Home Assessor NEEDED For Home Care Agency In Madison, WI

Customer Service Representative (Remote)

Patient Scheduling Representative - Family Medicine

Client Service Representative

Customer Care Specialist

The Courtyard at Fitchburg - Caregiver

CUSTOMER SERVICE SPECIALIST

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

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