NewInvestment Client Srvcs Analyst (New Accounts) - Hybrid Northwestern MutualInvestment Client Srvcs Analyst (New Accounts) - HybridFranklin, WIThis role provides end-to-end ownership of new account inquiries and transactions, including reviewing account-opening documentation, resolving complex issues, managing escalations, and partnering with Financial Representatives to support a smooth account-opening experience. The New Accounts team within Investment Client Services supports our field partners and clients by completing new account requests accurately and efficiently in a regulated, client-focused environment.
NewInvestment Client Srvcs Analyst (Asset Movement) - Hybrid Northwestern MutualInvestment Client Srvcs Analyst (Asset Movement) - HybridFranklin, WIEducational 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.
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.
Associate Veterinarian- Mayfair Animal Hospital- Wauwatosa WI Mayfair Animal Hospital EmergencyAssociate Veterinarian- Mayfair Animal Hospital- Wauwatosa WIWauwatosa, WI$120,000–$200,000Layout Specifics: AAHA-accredited, full-service facility featuring multiple exam rooms, treatment areas, surgical and dental suites, in-house laboratory, digital radiology, in-house pharmacy, and workflow design that supports both scheduled appointments and urgent/emergency presentations. New grads will find a supportive, collaborative environment (yearlong mentorship program) with opportunities to build confidence across general practice and urgent care cases, while experienced doctors can practice full-scope medicine and contribute their clinical expertise in a dynamic setting.
NewContract, Licensing & Registration Senior Analyst, Distribution Services Northwestern MutualContract, Licensing & Registration Senior Analyst, Distribution ServicesMilwaukee, WIContributes to a positive environment by openly communicating new ideas/solutions, perspectives and experiences in team meetings, training sessions, 1x1s and huddles. Provides quality and timely customer service to field and home office staff on the following topics Contracting, Licensing, Registrations, Terminations and Support.
NewInvestment Associate - Private Debt & Equity Northwestern MutualInvestment Associate - Private Debt & EquityMilwaukee, WINorthwestern Mutual Capital (NMC) is a committed investor in the private credit (senior & mezzanine) and equity co-investment (common & structured) markets and a leading player in the investment grade privately placed debt market. The Pre-MBA NMC Associate position provides an outstanding opportunity to engage with NMC’s Private Equity partners, develop a strong analytical framework, and succeed in a high-volume, lean deal team environment.
Registered Operations Leader - Financial Advisors AmeripriseRegistered Operations Leader - Financial AdvisorsBrookfield, WILeverage your strong leadership skills by managing branch staff (including Registered Client Service Associates and non-registered Client Service Associates), working directly with employee advisors, and partnering with additional branch leaders. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact on a client’s overall experience, we invite you to take your career to the next level by applying to join our team today!
NewBrokerage Services Registered Analyst - Series 7/63 - Remote Northwestern MutualBrokerage Services Registered Analyst - Series 7/63 - RemoteOak Creek, WIRemote$23.11–$34.66 / hourExpert at resolving inquiries and transactions from Financial Reps and clients on basic, intermediate (semi-complex), calls and transactions in a registered area and proficient at complex work. 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.
NewAssociate Banker BMO FinancialAssociate BankerMilwaukee, WI$41,714–$50,000 / yearApplication Deadline: 09/24/2026 Address: 2701 W National Avenue Job Family Group: Retail Banking Sales & Service English/Spanish bilingual preferred to meet business needs Delivers exceptional service to BMO customers and prospects. Probes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice.
NewClient Service Associate Russell Investments Group, LLCClient Service AssociateMilwaukee, WI$50,000–$60,000 / yearWork with financial advisors, sponsors and account administrators to coordinate the account opening process and transactions of Russell Personalized Managed Accounts (PMA). Job Description: The primary purpose of this position is to be the first point of contact for existing and potential clients by answering inbound telephone calls and providing client service for products within US Advisor & Intermediary Solutions (AIS).
Client Service Administrator - Gateway Associates Thrivent Financial for LutheransClient Service Administrator - Gateway AssociatesGermantown, WI$60,000–$70,000 / yearAll persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI. If you need a reasonable accommodation, please let us know by sending an email to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.
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 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, Real Estate Baker Tilly Advisory Group, LPSenior Associate- Client Accounting Services, Real EstateMilwaukee, 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 - Family Office Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services - Family OfficeMilwaukee, 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.
Senior Associate - Client Accounting Services, Real Estate Baker Tilly Advisory Group, LPSenior Associate - Client Accounting Services, Real EstateMilwaukee, 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.
Associate, Client Accounting Services (CAS) - Not-for-Profit Baker Tilly Advisory Group, LPAssociate, 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.
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.
NewClient Relations Associate Cristo Rey Jesuit Corporate Work Study Program IncClient Relations AssociateMilwaukee, WIFull timeREQUIRED QUALIFICATIONS AND SKILLS:Bachelor's degree or higher;Excellent organizational, relationship management and administrative skills;Superior written and oral communication skills;Proficiency in Spanish desired;Superior initiative, resourcefulness, and organizational capabilities;Ability to work independently in a fast-paced environment; manage own time; territory managementExperience with Salesforce/CRM, PowerSchool, Excel and Google suite. JOB SUMMARYAs a member of the Corporate Work Study Program team, the Client Relations Associate will interact with students, school personnel, and business leaders to execute the transformative Cristo Rey Work Study Program model alongside Corporate Work Study staff.
Senior Associate - Client Success Baker Tilly Virchow KrauseLLPSenior Associate - Client SuccessMilwaukee, WI$83,820–$127,120 / 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. 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 Success Baker Tilly Virchow Krause, LLPSenior Associate - Client SuccessMilwaukee, WI$83,820–$127,120 / 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. 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.
Associate Client Advocate - Construction Willis Towers Watson PLCAssociate Client Advocate - ConstructionMilwaukee, WI$90,000–$120,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). The Associate Client Advocate (ACA) is responsible for supporting the client relationship and the strategy development and execution at the insurance program level, in conjunction with a Producer, GCA, or CA on Large or Complex accounts or for leading the client relationship and strategy development and execution on Middle Market house accounts.
Client Services Representative (Temporary) Baker Tilly Virchow KrauseLLPClient Services Representative (Temporary)Milwaukee, WI$15.97–$41 / hourBaker 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.
Associate Client Advocate Willis Towers Watson PLCAssociate Client AdvocateMilwaukee, WI$90,000–$120,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare Benefits: Medical (including prescription coverage), Dental, Vision, Health Savings Account, Commuter Account, Health Care and Dependent Care Flexible Spending Accounts, Group Accident, Group Critical Illness, Life Insurance, AD&D, Group Legal, Identify Theft Protection, Wellbeing Program and Work/Life Resources (including Employee Assistance Program). Responsible for coordination of all service delivery activities such as audits, completing second pair of eyes review on policies, resolving all accounting issues, managing aged receivables and bad debt, surplus lines affidavits, issuance of client invoicing and certificates of insurance and auto identification cards.
Client Services Representative (Temporary) Baker Tilly Virchow Krause, LLPClient Services Representative (Temporary)Milwaukee, WI$15.97–$41 / hourBaker 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 Representative Eurofins Scientific SEClient Service RepresentativeNew Berlin, WIEurofins is one of the market leaders in certain testing and laboratory services for genomics, discovery pharmacology, forensics, advanced material sciences and in the support of clinical studies, as well as having an emerging global presence in Contract Development and Manufacturing Organisations. Eurofins Scientific is an international life sciences company, providing a unique range of analytical testing services to clients across multiple industries, to make life and our environment safer, healthier and more sustainable.
FTS Network Services - Client WAN Engineer Fiserv SolutionsFTS Network Services - Client WAN EngineerMilwaukee, WisconsinPrior experience must include 2 years in the following: Configuring, deploying, and supporting Cisco or Versa devices; Designing and deploying resilient WAN solutions with backup; Gathering design requirements and integrating requirements into network designs; Deploying and supporting MPLS, DMVPN, and IPSEC VPN services; Deploying and supporting routing protocols including BGP, OSPF, and EIGRP; and Network automation and scripting using Gitlab and Python. Work closely with Business Operations and Service and Case Management Stakeholder teams to understand detailed business requirements for design, implementation, test automation and delivery of high quality products to company users.
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.
Tax Senior, Private Client Services BDO USA PCTax Senior, Private Client ServicesMilwaukee, WI$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.
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.
Private Client Services Relationship Manager (RM) Johnson Financial GroupPrivate Client Services Relationship Manager (RM)Milwaukee, WisconsinFull timeServe as the lead relationship manager for high-net-worth Private Banking clients, coordinating JFG partners to provide integrated banking, wealth, mortgage, brokerage, commercial banking, investment management, financial planning and advisory solutions. Advanced designation of CFP, CWS, CFTA, CFA, ChFC, CPA or JD required for experienced Private Client Services Relationship Managers; financial planning experience is preferred in partnership with Wealth Management Advisors.
NewClient Services Coordinator - Part Time Community Medical ServicesClient Services Coordinator - Part TimeMilwaukee, 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.
Senior Associate - Client Success Baker Tilly Advisory Group, LPSenior Associate - Client SuccessMilwaukee, 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 RepresentativeMilwaukee, 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 (Temporary) Baker Tilly Advisory Group, LPClient Services Representative (Temporary)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-Real Estate Baker Tilly Advisory Group, LPSenior Associate, Client Accounting Services-Real EstateMilwaukee, 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 Managing Director, Private Client Services BDO USA PCTax Managing Director, Private Client ServicesMilwaukee, WI$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.
Tax Manager, Private Client Services BDO USA PCTax Manager, Private Client ServicesMilwaukee, WI$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.
Risk Management Client Service Advisor VizanceRisk Management Client Service AdvisorHartland, WIVizance has earned a number of awards, including Top Workplaces, Best Places to Work, Future 50, and Fastest Growing Firms. Client and Carrier Relations: Build positive relationships with an assigned book of clientele and insurance carriers.
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.
Client Development Associate HammesClient Development AssociateMilwaukee, WisconsinIn conjunction with assigned sales and/or investment professionals and Corporate Marketing, participates in the development of general marketing collateral and content-specific collateral, phone messages and email messages. Develops an expertise in navigating key healthcare and real estate industry websites to assist in the execution of day-to-day responsibilities as well as a means to uncovering new potential leads.
Retail Sales Associate / Customer Service Elements MassageRetail Sales Associate / Customer ServiceWest Allis, WisconsinThe right candidate must like talking, but more important, love listening to all new clients, established clients, and prospective clients. If you’re looking for a retail sales associate / customer service job where you can positively change the lives of clients in a meaningful way, then look no further!
NewSpecialized Tax Services - Energy Incentives & Credits Senior Associate PwCSpecialized Tax Services - Energy Incentives & Credits Senior AssociateMilwaukee, WI$77,000–$214,000 / yearAs a Specialized Tax Services - Energy Incentives & Credits Senior Associate, you will provide tax advice and solutions to clients in complex and niche areas of taxation, such as accounting methods, fixed-assets, and research and development tax credits. Demonstrating proficiency in IRA energy, manufacturing and infrastructure tax credits and incentives, including eligibility assessment, documentation, monetization, transferability and transaction support, and compliance with bonus credits including domestic content and prevailing wage and registered apprenticeship requirements.
Senior Associate, Client Accounting Services-Real Estate (Property Development) Baker Tilly Virchow KrauseLLPSenior Associate, Client Accounting Services-Real Estate (Property Development)Milwaukee, 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.
NewInvestor Services Associate U.S. BankInvestor Services AssociateMilwaukee, Wisconsin$66,640–$78,400 / yearAssociates are responsible for ensuring that existing and prospective investors meet eligibility, compliance and anti-money laundering (“AML”) guidelines when processing investor-related transactions, including subscriptions, redemptions, transfers, and re-registrations, as well as the generation and distribution of confirmations. Written correspondence that is clear, professional and grammatically correct Basic Qualifications- Bachelor's degree in Accounting, Finance or a business-related field, or equivalent work experience- Two to five years of related experience, preferably in portfolio/partnership accounting.
Tax Senior Manager, Private Client Services BDO USA PCTax Senior Manager, Private Client ServicesMilwaukee, WI$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.
Investor Services Associate U.S. BancorpInvestor Services AssociateMilwaukee, WI$66,640–$78,400 / yearAssociates are responsible for ensuring that existing and prospective investors meet eligibility, compliance and anti-money laundering ("AML") guidelines when processing investor-related transactions, including subscriptions, redemptions, transfers, and re-registrations, as well as the generation and distribution of confirmations. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Financial Services Tax - Real Estate Senior Associate PricewaterhouseCoopers LLPFinancial 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 .
NewRemote Customer Service Associate Fiserv IncRemote Customer Service AssociateWIRemote$31,200–$46,800 / yearThis is a remote role and you must reside in one of the following states; Florida, Wisconsin, Idaho, Georgia, Mississippi, Hawaii, Indiana, Iowa, Kansas, South Carolina, Louisiana, West Virginia, Michigan, Wyoming, Nebraska, North Carolina, Oklahoma, Texas, Utah, Virginia and Arizona. About your role: As a Remote Customer Service Associate, you will support bank partners, merchants, and cardholders by answering questions and resolving issues related to electronic payments and financial services.
Customer Service Associate Elite Media CommunicationsCustomer Service AssociateMilwaukee, WI$10–$15 / hourOur promotional marketing company is looking for a Customer Service Associate who can assist clients with product issues and help to maintain a high customer retention level. Work on special short-term projects to offer customized support for new products or products at end-of-life.