20 Results for

Client Services Manager Jobs in Milwaukee, WI

Jobs

Brookfield, Wisconsin

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Build and maintain strong relationships with clients through timely responses and strong customer service .

Manage the renewal process by compiling information, analyzing needs, and delivering tailored solutions to ensuring proper coverage .

11 days ago

Brookfield, Wisconsin

7 days ago

Milwaukee, WI

$146,000–$200,000 / year

The 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.

13 days ago

Milwaukee, Wisconsin

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If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants. Bank Global Fund Services offers fund administration, compliance, legal administration, fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services and alternative investment product services.

9 days ago

Milwaukee, WI

$75,820–$89,200 / year

Bank Global Fund Services offers fund administration, compliance, legal administration, fund accounting, fulfillment, distribution and marketing, custody, securities lending, transfer agent and shareholder services and alternative investment product services.

Job Descriptions:

Act as the primary liaison for clients regarding transfer agent (TA) services, providing professional, timely support to mutual fund clients, shareholders, auditors, and internal partners.

8 days ago

The CSM blends strategic leadership with hands-on execution ensuring best practices are modeled, client relationships are strengthened and business outcomes are consistently delivered and is accountable for client outcomes, team performance, and execution of client success strategy at a portfolio or segment level. This role is responsible for driving client value, retention and growth by leading a team of client success managers while also directly managing a portfolio of key accounts.

21 days ago

Brown Deer, WI

The Manager blends strategic leadership with hands-on execution ensuring best practices are modeled, client relationships are strengthened and business outcomes are consistently delivered and is accountable for client outcomes, team performance, and execution of client success strategy at a portfolio or segment level. About the role: The Manager, Client Success is responsible for directly managing a book of strategic or portfolio accounts while leading and developing a team of Client Success Managers.

30+ days ago

$90,620–$145,130 / year

p>Client Success Managers collaborate closely with clients through regular engagement, identifying opportunities to improve outcomes, championing data-driven decision-making, and optimizing data processes to maximize the value clients receive from their MedInsight investment.

MedInsight is a subsidiary of Milliman; a global, employee-owned consultancy providing actuarial consulting, retirement funding and healthcare financing, enterprise risk management and regulatory compliance, data analytics and business transformation as well as a range of other consulting and technology solutions.

30+ days ago

Milwaukee, Wisconsin

Overview:

Under the guidance of the Private Client Services Manager, the Private Client Service Specialist responsible for portfolio management for the highest segment of our Private Banking portfolio as defined by income and investable asset levels. For more information on JFG's culture and diversity efforts, including our employee resource groups, please visit the Diversity section of our career website.

3 days ago

Milwaukee, WI

$130,000–$140,000 / year

Together with over 87,000 employees across 40 countries and our global network of partners, LTM - a Larsen & Toubro company - owns business outcomes for our clients, helping them not just outperform the market, but to Outcreate it. Recruitment Fraud Alert - https://www.ltimindtree.com/recruitment-fraud-alert/.

17 days ago

$189,200–$372,900 / year

The team combines strategic advisory (M&A strategy, deal thesis, growth pathways, buy/build/partner, portfolio rationalization, and buy-/sell-side readiness) with diligence capabilities across commercial and operational lenses to pressure-test forecasts, quantify synergies, and surface value drivers and deal risks that can affect price or structure. Our clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers.

30 days ago

Milwaukee, WI

$160,000–$219,000 / year

Partner with the RPL, Growth Leaders, and Client Service Managers to incorporate strategic messaging, highlight our people, projects, and solutions at conferences, seminars, workshops, client positioning meetings, and facilitate team member visibility. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and approved engagement request with Brown and Caldwell, Brown and Caldwell reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.

30+ days ago

Milwaukee, Wisconsin

p>Territory Managers will:

Learn: Develop and/or hone your understanding of plants, grasses, and trees that thrive in various environments, and ways to issue-spot and problem-solve for various environmental factors that can affect exterior maintenance such as landscaping, snow removal, lot sweeping and more. You will perform quality control assessments of client properties during which you will assess aesthetic appeal; the conformity of the exterior maintenance service partner’s work to contractual requirements, and you will assess safety and environmental issues to ensure quality and identify areas for improvement across client sites.

30+ days ago

New Jersey Asbury Park Atlantic City Barnegat Basking Ridge Bayonne BELLMAWR Bergenfield Berkeley Heights Blackwood Brick Bridgeton Bridgewater Butler Camden Cape May Court House Central Region Cherry HIll Chester Clementon Clifton Cranford Cresskill Deptford Dumont Dunellen East Brunswick East Orange Edgewater Park Edison Egg Harbor Township Elizabeth Englishtown Ewing Fair Lawn Flemington Franklin Lakes Freehold Garfield Gibbstown Hackensack Haddon Field Hainesport Hamilton Hammonton Hasbrouck Heights Haworth Hillsborough Holmdel Jamesburg Jersey City Lakewood Leonardo Lindenwold Little Egg Harbor Livingston Lodi Manalapan Manville Marlton Matawan Millington Millville Monmouth Monmouth Junction Monroe Township Montague Montclair Montville Morganville Mount Holly New Brunswick New Providence North Bergen Northfield Nutley Ocean Gate Oradell Parlin Parsippany Passaic Penns Grove Pennsauken Pequannock Perth Amboy Piscataway Pleasantville Point Pleasant Beach Pompton Plains Red Bank Ridgewood Rosenhayn Scotch Plains Skillman South Bound Brook South Orange Tenafly Tenefly Tinton Falls Toms River Tuckerton Union Vernon Verona Waldwick Wanamassa Watchung Wayne West Long Branch West New York Westampton Williamstown Willingboro Woodstown Wrightstown. Minnesota Aitkin Albert Lea Anoka Bemidji Bloomington Brooklyn Center Brooklyn Park Buffalo Burnsville Cedar Champlin Chaska Circle Pines Cloquet Cold Spring Columbia Heights Coon Rapids Cottage Grove Crosby East Grand Forks Eden Prairie Eden Valley Edina Elk River Faribault Forest Lake Hopkins Houston Hutchinson Inver Grove Heights Lakeville Mahtomedi Mankato Maple Grove Marine On Saint Croix Marshall Minneapolis Minnetrista Naytahwausch New Prague North Branch North St. Paul Oak Grove Onamia Osseo Princeton Prior Lake Red Wing Richfield Rollingstone Rosemount Roseville Rush City Saint Paul Sartell Sauk Centre Shakopee Shoreview South St. Paul Spring Lake Park St. Cloud St. Francis St. Louis Park St. Paul Stillwater Tofte Tower Wayzata West St. Paul White Bear Lake Willmar.

30+ days ago

Milwaukee, WI

$155,600–$306,800 / year

30 days ago

$60,000–$80,000 / year

Location Information:721 S. Main StreetWest Bend, WI 53095 Save More Apply Licensed Salon Manager 60,000 - 80,000 Annual 1262 N Port Washington Rd Grafton WI Salon Manager Barber License Cosmetology License_sports_clips_new Sport Clips Store Manager or Assistant Manager - Top Pay + Full Benefits Company: Sport Clips Haircuts | Team GP LLC Wisconsin Franchise Location: Grafton Pay $60,000-$80,000 per year (base + bonuses + tips) Benefits Medical, Dental & Vision Insurance Short-Term Disability & Life Insurance Retirement Plan with Employer Match Paid Time Off Performance Bonuses & Store Profit Sharing Leadership & Management Development Pathways Career Advancement with a Growing Franchise Supportive, Family-Owned Culture Schedule Full-time, consistent schedule 5-day work week Flexibility for family and personal commitments About the Role Are you a motivated leader who loves developing people and building winning teams? Location Information:721 S. Main StreetWest Bend, WI 53095 Save More Apply Licensed Salon Manager 60,000 - 80,000 Annual 1262 N Port Washington Rd Grafton WI Salon Manager Barber License Cosmetology License Sport Clips Store Manager or Assistant Manager - Top Pay + Full Benefits Company: Sport Clips Haircuts | Team GP LLC Wisconsin Franchise Location: Grafton Pay $60,000-$80,000 per year (base + bonuses + tips) Benefits Medical, Dental & Vision Insurance Short-Term Disability & Life Insurance Retirement Plan with Employer Match Paid Time Off Performance Bonuses & Store Profit Sharing Leadership & Management Development Pathways Career Advancement with a Growing Franchise Supportive, Family-Owned Culture Schedule Full-time, consistent schedule 5-day work week Flexibility for family and personal commitments About the Role Are you a motivated leader who loves developing people and building winning teams?

30+ days ago

Brookfield, WI

$30–$44 / hour

p>Sport Clips Haircuts is looking for a motivated, talented Assistant Manager who is passionate about cutting hair, delivering an exceptional client experience, and helping build a high-performing, positive team culture alongside the Store Manager. As an Assistant Salon Manager, you will play a crucial role in the daily operations and development of team members (hair stylists) and of our salon as well as assist in creating a positive and welcoming environment for both our clients and our hair stylists team members.

12 days ago

Mequon, Wisconsin

Each care plan shall include:

o Client’s functional limitations; o Nutritional needs and food allergies for meal preparation; o Home medical equipment and supplies relevant to the care plan; o Type and schedule of services to be provided, including frequency; o Non-medical tasks requested.

Care Manager (Home Care, Private Duty)- Mequon.

30+ days ago

WI
$146,000–$200,000 / year
p>Job Summary:
The Core Tax Services Senior Manager is responsible for advising clients on the tax implications of their business objections, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex tax issues. In addition, the Core Tax Services Senior Manager will be critical member of the office / region leadership team and actively participate in the marketing, networking and business development within an area of expertise and specialization while maintaining client relationships and acting as the primary contact for complex questions.
14 days ago

Milwaukee, WI
p>Responsibilities:
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities.
In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
30+ days ago

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Client Services Manager Jobs in Milwaukee, WI

Client Service Manager Gallagher

Associate Client Service Manager Gallagher

Tax Senior Manager, Private Client & Family Office Services BDO USA PC

Mutual Fund Relationship Manager 3 U.S. Bank

Mutual Fund Relationship Manager 3 U.S. Bancorp

Account Manager Lead, Client Success (CSM) Fidelity National Information Services Inc

Team Lead, Client Success Manager (CSM) Fidelity National Information Services Inc

Client Success Manager (MedInsight) Milliman Inc

Private Client Specialist Johnson Financial Group

Onsite Service Delivery Manager (SDM) LTM Ltd

Private Equity Mergers & Acquisitions Strategy & Diligence Senior Manager Deloitte Touche Tohmatsu Ltd

Midwest Drinking Water Area Practice Leader Brown and Caldwell Inc

Territory Manager - Landscaping, Lot Sweeping and Irrigation Pro Ferrandino & Son

CF Speech Language Pathologist The Stepping Stones Group LLC

Private Equity Mergers & Acquisitions Strategy & Diligence Manager Deloitte Touche Tohmatsu Ltd

Licensed Salon Manager Sport Clips Inc

Licensed Assistant Salon Manager Sport Clips Inc

Care Manager- (Home Care, Private Duty) HomeWell Care Services WI241

Corporate Tax Senior Manager, Core Tax Services BDO USA PC

Senior Banker - Milwaukee, WI Bank of America Corp

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