Client Experience & Onboarding Specialist
Drake & Associates LLC
Drake & Associates, LLC is looking for a Client Service Specialist to join their growing team in Waukesha, Wisconsin. This role is vital for providing exceptional support to clients and advisors, ensuring accurate processing of service requests and account maintenance. The ideal candidate will have strong organizational and communication skills, a detail-oriented approach, and a commitment to enhancing client relationships. This position offers growth opportunities within the financial services sector. #J-18808-Ljbffr
$19.3 per hour
...Time job. Starting Pay: $19.30/hr OR based on relevant experience Customer Service Specialists work closely with wholesale and retail customers to... ...promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product...SuggestedFull timeContract workFor contractorsWork experience placementLocal areaAfternoon shift$25 - $29 per hour
Power/mation is seeking a full-time Customer Experience Specialist in Pewaukee, Wisconsin. The role involves managing customer accounts, resolving issues, and providing high-quality support. A successful candidate will have experience in B2B customer service and strong...SuggestedHourly payFull time- ...The successful candidate will manage personal lines accounts, enhance client relationships, and ensure effective communication throughout the service process. With 3-4+ years of relevant experience and strong organizational skills, this role offers career growth, competitive...Suggested
- ...the renewal and placement of insurance accounts, with a focus on client relations and policies. Applicants should have a strong... ...commercial lines insurance, preferably with 5 years of customer service experience. A Bachelor’s degree and WI Property & Casualty License are...Suggested
- ...support, oversee employee records, and assist with recruitment. The ideal candidate holds a Bachelor’s degree and has 2-4 years of experience, with strong critical thinking and computer skills required. This role offers a chance to collaborate in a supportive environment...Suggested
- ...Pewaukee, WI is seeking an Account Manager to manage day-to-day service responsibilities for employee benefits clients. The role requires 3–5 years of experience, a Life & Health insurance license, and a strong focus on building client relationships. You’ll be the...
- ...Wisconsin, is looking for an individual with experience in the insurance industry to join our team as a Full-Time Retention Specialist . You will be responsible for managing... ...Career minded vision. Follow through and exceed current and prospective client expectations....Full time
- ...individual with a passion for ensuring clients' success in the digital realm? We are looking for a dedicated Digital Onboarding Specialist to join our team at Best Version Digital... ...ensuring a seamless digital onboarding experience by providing training and collaborating...Contract workLocal areaShift work
$14.25 - $14.5 per hour
...Job Posting: Part-Time Dietary Support Specialist About the Role: Support Broker Services... ...food preparation services for a male client with a disability. This role is essential... ...requirement for employment. Previous experience in food preparation, preferably in a setting...Hourly payPart timeFlexible hours$16.97 - $22.1 per hour
...Veterinary - Support Specialist I page is loaded## Veterinary - Support Specialist Iremote... ...environment. We value the diverse talents and experiences our employees bring to Patterson and... ...analysis of product and aids in client education of product usage.* Assists Service...Monday to Friday$20.48 - $25.29 per hour
...Job Description Job Description Guest Experience Coordinator National Corporate Housing | Home, Wherever You Are National Corporate Housing is seeking a service-oriented Guest Experience Coordinator to deliver an exceptional experience for our residents after...Temporary workWork at officeLocal areaWorldwideRelocationFlexible hours- ...recommendations, provide competitive analysis of product and aids in client education of product usage. Assists Service Technicians as... ...written. Strong user knowledge of MS Office Suite. Prior experience in the area of anesthesia and monitoring. Occasional travel...Monday to Friday
- ...Borrowers by addressing inquiries related to their loan and assist Clients by executing defined procedures in accordance with program... ...and senior staff. Requirements & Qualifications: ~2+ yrs experience in the mortgage industry preferred. ~ High School diploma or...Casual workLocal areaFlexible hours
- ...management.**What You’ll Need*** Three years of full-cycle recruitment experience including screening, prospecting, qualifying, interviewing,... ...job, the employee frequently communicates with employees and clients and must able to exchange accurate information. Additional...For contractorsLive outWork at officeLocal areaRemote workWork from homeMonday to FridayNight shift2 days per week1 day per week
- ...people's lives by placing them in their ideal positions with our clients while transforming your life as well. We have a tried-and-... ...of search consultants. We do not require previous recruiting experience because we provide the proper training, tools, resources, and...Remote workWork from home
$14.25 - $14.75 per hour
...world’s leading off-price retailer. Job Description: Opportunity: Grow Your Career Responsible for promoting an excellent customer experience. Oversees a team of Associates at front of store ensuring prompt, courteous customer service and promotion of loyalty programs....Hourly payTemporary workLocal areaHome officeFlexible hoursNight shift- ...purpose of the Treasury Support Specialist: Under direct... ...services. Support and Process client requests including but not limited... ...activities, making outbound onboarding and campaign calls and... ...to WaterStone Bank... Experience Required: 1 year of sales...Work at officeFlexible hours
$15 - $20 per hour
...homebuilder in Wisconsin is seeking a motivated Construction Manager/Customer Care intern for the summer. This role offers hands-on experience in construction management while enhancing customer satisfaction. Responsibilities include participating in production teams,...Hourly payFor contractorsSummer workInternship- ...Aspen Center in Waukesha County. The role involves supporting clients with substance use disorders, monitoring their progress, and interacting... ...a high school diploma, communication skills, and previous experience in similar services. Benefits include mileage reimbursement,...Part timeNight shift
- ...Support Professional to provide care, services, and support for clients in addiction treatment. Responsibilities include supporting... ...transporting clients. Requires a high school diploma or GED, previous experience preferred, and strong problem-solving skills. Flexible part-...Part timeFlexible hoursWeekend work
- ...rd shift. This position involves providing care and support to clients in addiction recovery programs, ensuring their well-being, and... ...diploma or GED, with preference given to those with related experience. Strong communication skills and the ability to work independently...Part timeNight shift
- ...institution in Waukesha seeks a Treasury Support Specialist to provide support and sales to business... ...customers. The role involves processing client requests, engaging in cross-selling... ...one year of sales or customer service experience, with a high school diploma or GED. The...
- ...with employees and supporting new talent onboarding. As part of our employee-owned culture,... ...position will possess the following education, experience, and abilities: Bachelor's degree in... ...firm that has been empowering clients and employee owners to thrive since 1946...Work at officeRemote workFlexible hours
$23 - $28 per hour
...detail-oriented individual for our Recruiter - Talent Acquisition Specialist position in our Waukesha or Racine office. We are a home... ...than those stated in this description. Qualifications Hiring experience preferred Strong initiative, judgment, and decision-making skills...Full timeWork at officeMonday to Friday- ...Waukesha, Wisconsin. This role involves managing compliance in the new hire onboarding process and coordinating orientation logistics. Candidates should have 1-2 years of HR or recruiting experience, strong organizational skills, and proficiency in Microsoft Office. The...Work at office
- ...Are you craving a seat where your high-net-worth experience is put to its highest use? Senior Wealth Manager - Annex Private Client Do you have experience guiding sophisticated clients through complex financial decisions, delivering advanced planning, and serving...Summer workCasual work
- ...Cielo, Inc. is seeking a Senior Director - Client Data Solutions responsible for leading data engineering and integration teams. You... ...quality reporting for clients. Ideal candidates have over 8 years of experience in data engineering and a strong understanding of modern data...
- ...management company is seeking a Front Desk Supervisor in Waukesha, WI. In this role, you will lead a team to provide exceptional guest experiences, ensuring smooth check-ins and operational excellence. Requirements include a high school diploma and 2-3 years of hotel...
$19 - $24 per hour
...paramount. We believe in putting others before ourselves: our clients, candidates, and community. Retaining high-performing people who... ...growing, team-focused company dedicated to creating backyard experiences that customers love. This role offers a unique opportunity to...Hourly payFull timeTemporary workSummer workInternshipSeasonal workLocal areaRelocation package$27 - $30 per hour
...accordance with company policies Assist with onboarding and offboarding processes Coordinate... ..., or related field (or equivalent experience) ~2+ years of payroll processing... ...corporate talent solutions to thousands of clients across the globe. Specialized in accounting...Contract workTemporary workWork at officeLocal area
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