Financial Services Representative Jobs in Milwaukee, WI
Northwestern Mutual
Franklin, WI
The analyst also contributes to continuous improvement efforts, embraces new technology, and educates clients and field partners on digital/self-service capabilities—helping strengthen relationships and support client retention. The Investment Client Services Analyst (Series 7/63) is a licensed, client-facing role responsible for supporting clients and registered financial representatives with investment account questions, performance inquiries, and securities transactions.
Northwestern Mutual
Franklin, WI
As an Investment Client Services Analyst in Advisory Services, you will act as a trusted resource for financial representatives and clients, offering expertise on investment products, operational processes, and regulatory considerations. We are committed to creating and maintaining an environment in which each employee can contribute creative ideas, seek challenges, assume leadership and continue to focus on meeting and exceeding business and personal objectives.
Get It Now
$17 - $18.28
Milwaukee, WI
Provide friendly, top-notch customer experiences through "white glove" service with a servant's heart in our stores and in customer's homes and obtain new orders when needed on the sales floor and over the phone . Opportunity to get out of the store and display a winning spirit through safe and compliant loading/unloading and installation of products, while following all handling and transportation procedures as well as keeping vehicles clean and properly maintained as assigned.
Northwestern Mutual
Milwaukee, WI
Through one-on-one consultations, group trainings, and webinars, you'll help advisors navigate complex investment and financial planning scenarios, select the right product solutions, and confidently close for their clients. Serve as a go-to investment product expert for financial advisors through inbound phone consultations, scheduled deep-dive sessions, webinars, and in-person meetings at Network Offices.
Northwestern Mutual
Franklin, WI
Educational 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 aminimum 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.
Northwestern Mutual
Milwaukee, WI
The primary responsibility is to assist with management of investment products including design and implementation of new or existing products, promotion strategies, overall execution of the product strategy and day-to-day product line management to advance sales and servicing. Provides investment product subject matter expertise to support ongoing product evolution including coordinating and driving efforts with technical, operational, compensation, investment and regulatory experts.
Northwestern Mutual
Milwaukee, WI
Partner with functional and FrontRunner leaders to advance Forge initiatives, aligning claims operations strategy with enterprise transformation efforts to accelerate capability building, drive execution of priority initiatives, and scale new ways of working. In this role, you’ll help shape the strategy and future of Claims across Life/Annuities, Disability Income, and Long-Term Care—partnering with product and operational leaders to deliver a consistent, high-quality experience that strengthens Northwestern Mutual’s brand.
Northwestern Mutual
Milwaukee, WI
In this Senior Representative role, you will resolve basic and intermediate (semi-complex) inquiries, take end-to-end ownership of issues, apply de-escalation and client experience best practices, and promote secure, compliant processing while helping partners leverage digital self-service tools. The Disability Income (DI) Service Operations team delivers personalized, high-quality support to the field and clients by answering servicing questions and completing DI-related transactions accurately and efficiently in a call center and casework environment.
Northwestern Mutual
$130880 - $196320
Milwaukee, WI
Expert at expressing the value of affiliation with Northwestern Mutual’s leader led field system and partner with field leaders to ensure advisors optimize their affiliation with Northwestern Mutual by capitalizing on the support, products, practice platforms, and services available. Respond to the unique needs of key firms to improve their experience and endear firms (and G2s) to Northwestern Mutual (Advisors being recruited away, external acquisitions, navigation of the policies and platforms, exception requests).
Spade Recruiting
Milwaukee, WI
Daily 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).
Waukesha State Bank
Waukesha, WI
This position also provides the opportunity to protect our customers by monitoring for potentially fraudulent activity, contacting cardholders as needed, and assisting with disputes or fraud concerns while following regulatory requirements like Reg E. You'll help resolve errors with transactions, review customer limits for large-dollar purchases, and use internal controls to safeguard accounts. You'll play an important role in reviewing instant issue documents, evaluating new card requests, balancing general ledger and ATM/Mastercard reports, and completing daily and monthly reporting tasks to ensure accuracy and efficiency.
R1 RCM
$16 - $22.95
Brookfield, Wisconsin
We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industry’s most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. You’ll build trust in these interactions by collecting information accurately and quickly but also by listening with compassion - not just to hear information, but to address their fears, concerns, and questions.
Community Choice Financial Family of Brands
MILWAUKEE, Wisconsin
Our Purpose: The Community Choice Financial® Family of Brands ("CCF" or the “Company”), is one of the largest consumer specialty finance organizations in the U.S. We provide our customers, Team Members, and communities the Power of Choice with over 10 brands represented in more than 1,500 brick-and-mortar stores serving 24 states and online product offerings in 20 states. You’ll play a pivotal role in our high-performance environment by building connections with our diverse customer base and processing transactions (i.e. check cashing, money transfers, and customer payments) while providing exceptional in-store experiences.
First Citizens Bank
Menomonee Falls, Wisconsin
Sales Skills: Ability to support team by making client servicing calls, identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. The position facilitates customer awareness and education of bank capabilities, tools, and resources, and supports the sales efforts of a branch team by identifying and referring sales opportunities to the appropriate bank partner.
Dental Care Alliance
Racine, Wisconsin
Peoples State Bank
West Allis, WI
As a Full Time, Customer Service Representative at Peoples State Bank in Milwaukee, WI, you'll have the chance to interact with a variety of customers and make a real difference in their banking experience. Your keen problem-solving skills will shine as you navigate customer inquiries and concerns, and your knack for spotting cross-selling opportunities will elevate your status as a key team player.
NORTHWESTERN MUTUAL LIFE INSURANCE
FRANKLIN, WI
with clients and financial representatives across multiple channels, expertly resolve inquiries and process transactions related to. experience and build brand loyalty through proactive communication, follow-ups, and quality service.
Diversified Benefit Services
Hartland, WI
Diversified Benefits Services uses SMS in efforts to contact candidates in a timely manner in order to request more information or keep candidate informed regarding the status of their application. If you are experiencing issues with the messaging program you can reply with the keyword HELP for more assistance, or you can get help directly at mprescott@dbsbenefits.com.
Progressive Community Health Centers, Inc.
Milwaukee, WI
Performs visit closure including checking out patients after visits, scheduling follow-up appointments, and providing patients with a visit summary. Registers patients; obtains demographic and insurance information; verifies insurance coverage, collects co-pays, deductibles, and previous balances; posts payments and updates demographic and insurance information.
NORTHWESTERN MUTUAL LIFE INSURANCE
FRANKLIN, WI
primary point of contact for NM Investment home office assigned clients, addressing inquiries regarding investment accounts and products. Client Services Analyst, you will play a pivotal role in supporting our.
SITE Staffing Inc.
$50000 - $60000
Greendale, WI
Position Overview: The Outside Sales Representative is responsible for driving revenue growth by developing and maintaining customer relationships, identifying new business opportunities, and executing sales activities. Key Responsibilities:Sales and Business Development:Develop client and prospect relationships to drive sales through direct interactions via telephone, video calls, email, and in-person visits.
Liberty National Insurance Company
Milwaukee, WI
As a testament to our commitment to service, Globe Life companies have more than 17 million policies in force – more than any other life insurance company in the country (excluding reinsurance companies; as reported by S&P Global Market Intelligence 2023). Our mission is to provide products and services that empower our customers to help secure their financial future and protect their families in times of need.
United Migrant Opportunity Services (UMOS)
Milwaukee, WI
Whether you are passionate about facilitating early childhood development; providing training and career planning for a parent; aiding a farmworker in accessing basic needs and new opportunities; educating at-risk individuals in HIV prevention; or supporting those fleeing domestic violence or human trafficking, UMOS is the place where you can fulfill your passion for helping families, businesses, and communities build better futures. Manage fixed asset accounting system and applicable accounting entries for monthly transactions, asset purchase disposal and inventory; maintain fixed asset system in accordance with required regulations.
TF Partners Inc.
Milwaukee, WI
This full-time opportunity offers flexibility, uncapped income, and a chance to make a real impact by helping individuals and businesses access affordable health benefit solutions. We're seeking a motivated Field Sales Representative to join our growing team.
PLM Paving and Concrete
Pewaukee, Wisconsin
The Business Development Representative (BDR) is an associate level sales position who is primarily responsible for inside sales account lead generation, qualification, the prospect relationship, social media marketing initiatives, increasing revenue and profit, and building the highest levels of customer satisfaction. Learn and execute proven processes to generate new sales opportunities by focusing on qualifying marketing generated demand leads and utilizing outbound tactics to generate sales demand with targeted accounts.
Ozinga Bros, Inc.
$80000 - $100000
Franklin, Wisconsin
Responsible for consulting, bidding projects, customer service, generating new business, retaining/growing existing business and participating in trade associations and community involvement for assigned territories. The Sales Representative will identify, develop, sell and service customers in the ready-mix/concrete and building materials market.
RJ Restoration LLC
Pewaukee, WI
Primary ResponsibilitiesMeet or exceed assigned sales quota by executing the sales cycle, setting up closing appointments, maintaining assigned contact lists, participating in professional associations, hosting lunch-and-learns, and promoting continuing education (CE) courses. Conduct objective-to-objective daily marketing contacts, build customer relationships and rapport by educating them on the reasons SERVPRO® is the best cleaning and restoration company in the world, compile and maintain center of influence information., identify “Target 25” (Top 25 contacts to develop into clients).
Elevance Health
Waukesha, WI
URAC accredited areas, the following professional competencies apply: Associates in this role are expected to have strong oral, written and interpersonal communication skills, problem-solving skills, facilitation skills, and analytical skills. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Orkin
$70000 - $120000
Milwaukee, Wisconsin
Serve as an empathetic problem solver for commercial customers by utilizing the in-depth training provided to recommend the best innovative overall solution for each customer's needs. As part of the Orkin Commercial sales team, you get the advantage of a highly persuasive pitch: top-notch service from an iconic brand name and the industry leader with almost 125 years of protecting homes and businesses.
TDS Telecom
$25.13 - $37.69
Burlington, WI
Understanding of telecommunication products and services: Inside Wiring/Cable, Internet/Intranet, Bonding & Grounding, Data & Computers/Transmission Concepts, Fiber Optic Transmission, Static Sensitive Equipment, Color Codes, Structured Wiring, Video/CATV/DBS Installation, Inventory Systems, Cable Locating, Battery Maintenance, Key Systems/PBX, Centrex, Switch Maintenance, Voicemail, Special Circuits, Fiber Terminals, Subscriber CXR Terminals, T-1s, ISPs, DSL, ISDN Voice & Data, Testing & Certifying Loops To Support Data, Voice, and/or Video. TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide.
TDS Telecom
$27.62 - $41.42
Burlington, WI
Understanding of telecommunication products and services: Inside Wiring/ Cable, Internet/Intranet, Bonding & Grounding, Data & Computers/Transmission Concepts, Fiber Optic Transmission, Static Sensitive Equipment, Color Codes, Structured Wiring, Video/CATV/DBS Installation, Inventory Systems, Cable Locating, Battery Maintenance, Key Systems/PBX, Centrex, Switch Maintenance, Voicemail, Special Circuits, Fiber Terminals, Subscriber CXR Terminals, T-1s, ISPs, DSL, ISDN Voice & Data, Testing & Certifying Loops To Support Data, Voice, and/or Video, IP Telephony Systems/Applications, DSA, DSLAM/RAM, Connecting company testing, WAN/LAN/Data Networks, Switch Installations & Additions and/or ATM Switches and Networks. TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide.
CBRE
Milwaukee, WI
Programs control applications using various software using various software tools to support operator workstations, DDC field panels and third-party integration devices connected through multiple communications protocols. · Performs job site system checkout, commissioning and testing of control applications to verify proper operation according to project specifications, sales proposal and design documentation.
Ozinga
$80000 - $100000
Franklin, WI
Responsible for consulting, bidding projects, customer service, generating new business, retaining/growing existing business and participating in trade associations and community involvement for assigned territories. The Sales Representative will identify, develop, sell and service customers in the ready-mix/concrete and building materials market.
TDS Telecom
$22.62 - $33.94
Burlington, WI
Gain an understanding of telecommunication products and services: Inside Wiring/Cable, Internet/Intranet, Bonding & Grounding, Data & Computers/Transmission Concepts, Fiber Optic Transmission, Static Sensitive Equipment, Color Codes, Structured Wiring, Video/CATV/DBS Installation, Inventory Systems, Cable Locating, Battery Maintenance, Key Systems/PBX, Centrex, Switch Maintenance, Voicemail, Special Circuits, Fiber Terminals, Subscriber CXR Terminals, T-1s, ISPs, DSL, ISDN Voice & Data, Testing & Certifying Loops To Support Data, Voice, and/or Video. TDS Telecom provides high-speed internet, TV entertainment, and phone services to a diverse range of communities, including small to mid-sized urban, suburban, and rural areas across the U.S. With over 50 years of experience, TDS is committed to building and expanding fiber optic networks that bring cutting-edge connectivity to neighborhoods nationwide.
OneMain Financial
Racine, WI
In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. You can steer your career toward leadership roles such as Branch Manager and District Manager by taking advantage of a variety of robust training programs and opportunities to advance.
United Rentals
Milwaukee, WI
You'll be responsible for leasing and selling storage products, ground level offices, mobile offices, modular buildings, liquid storage tanks, and ancillary products. The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, location, education, training, experience, skills, and ability.
United Rentals
Milwaukee, WI
The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, location, education, training, experience, skills, and ability. We're an award-winning company (recently named a Glassdoor Best Place to Work in 2026) that truly cares about our people - That's why we offer best-in-class benefits and perks that will support you and your family.
North Shore Bank
Milwaukee, WI
Opens new accounts and performs deposit account maintenance; responds to customers in a prompt and courteous manner; knowledgeable of all bank products and characteristics including business products, assures that the required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; assures the customer receive the proper disclosures. · Expands portfolio relationships with high value customers by consistent profiling of appropriate customers, utilizing sales processes and behaviors to identify customers who have the potential for added value relationships, performing personal touches, evaluating customers’ financial needs, recommending solutions and asking for the business, etc.
North Shore Bank
Sussex, WI
Opens new accounts and performs deposit account maintenance; responds to customers in a prompt and courteous manner; knowledgeable of all bank products and characteristics including business products, assures that the required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; assures the customer receive the proper disclosures. · Expands portfolio relationships with high value customers by consistent profiling of appropriate customers, utilizing sales processes and behaviors to identify customers who have the potential for added value relationships, performing personal touches, evaluating customers’ financial needs, recommending solutions and asking for the business, etc.
North Shore Bank
Brookfield, WI
Opens new accounts and performs deposit account maintenance; responds to customers in a prompt and courteous manner; knowledgeable of all bank products and characteristics including business products, assures that the required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; assures the customer receive the proper disclosures. · Expands portfolio relationships with high value customers by consistent profiling of appropriate customers, utilizing sales processes and behaviors to identify customers who have the potential for added value relationships, performing personal touches, evaluating customers’ financial needs, recommending solutions and asking for the business, etc.
North Shore Bank
Pewaukee, WI
Opens new accounts and performs deposit account maintenance; responds to customers in a prompt and courteous manner; knowledgeable of all bank products and characteristics including business products, assures that the required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; assures the customer receive the proper disclosures. · Expands portfolio relationships with high value customers by consistent profiling of appropriate customers, utilizing sales processes and behaviors to identify customers who have the potential for added value relationships, performing personal touches, evaluating customers’ financial needs, recommending solutions and asking for the business, etc.
Ozaukee County
Port Washington, WI
Prepare minutes, materials and reports (technical, financial and narrative) for various Boards and Committees including the County Board, Natural Resources Committee, Comprehensive Planning Board, Ozaukee Interurban Trail Advisory Council and other ad-hoc committees, boards and councils. The Administrative Assistant and Natural Resources Analyst supports the Ozaukee County Planning and Parks Department by managing administrative tasks, financial processes, marketing, communication and providing staff support while delivering exceptional public customer services.
Option Care Health
$70386.2 - $117317.69
Milwaukee, WI
Clinical Transition Specialists ensure proper placement of patients within the Home Health Care setting by assessing patients, gathering preadmission information, collaborating with internal (intake) and external (case managers, discharge planners) partners to ensure quality of service and implementation of an effective treatment plan. With more than 2,900 clinical experts, Option Care Health is able to provide high-quality infusion services for nearly all patients with acute and chronic conditions across the United States, resulting in high quality outcomes at a significantly reduced cost.
North Shore Bank
Germantown, WI
Sells new or additional products and services that meet customers' needs in a prompt and courteous manner through the new accounts desk, in-aisle solicitation, telemarketing, trade shows, community events and other techniques as appropriate. As a mutual company, North Shore Bank isn’t publicly-owned, which means when we come to work every morning, our sole focus is on providing high-touch service to our customers and employees, and supporting our local communities.
North Shore Bank
Racine, WI
As a mutual company, North Shore Bank isn’t publicly-owned, which means when we come to work every morning, our sole focus is on providing high-touch service to our customers and employees, and supporting our local communities. · Ensures all staff meet referral and point expectations, provides coaching to improve effectiveness of referrals and point generation, and develops remediation plans when necessary.
North Shore Bank
Brookfield, WI
Opens new accounts and performs deposit account maintenance; responds to customers in a prompt and courteous manner; ensures required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; ensures the customer receives the proper disclosures. As a mutual company, North Shore Bank isn’t publicly-owned, which means when we come to work every morning, our sole focus is on providing high-touch service to our customers and employees, and supporting our local communities.
North Shore Bank
Greendale, WI
Opens new accounts and performs deposit account maintenance; responds to customers in a prompt and courteous manner; ensures required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; ensures the customer receives the proper disclosures. As a mutual company, North Shore Bank isn’t publicly-owned, which means when we come to work every morning, our sole focus is on providing high-touch service to our customers and employees, and supporting our local communities.
North Shore Bank
Brookfield, WI
Opens new accounts and performs deposit account maintenance; responds to customers in a prompt and courteous manner; ensures required forms are completed accurately and that the customer fully understands the terms and conditions of the accounts; ensures the customer receives the proper disclosures. As a mutual company, North Shore Bank isn’t publicly-owned, which means when we come to work every morning, our sole focus is on providing high-touch service to our customers and employees, and supporting our local communities.
Heights Finance Corporation
$60500 - $87500
Oak Creek, Wisconsin
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. Key Words: Customer Service, Loans, Financial Services, Lending, Management, Retail, Office, Bank Teller, Sales, Collections, Leadership.