Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Investment Client Success Specialist

$41.71k - $65k

Hispanic Alliance for Career Enhancement

Hispanic Alliance for Career Enhancement in Green Bay, Wisconsin, seeks an individual to manage client relationships while ensuring compliance with investment protocols. The role requires 2-3 years of experience and advanced knowledge of investment procedures. Responsibilities include performance monitoring, client acquisition, and telemarketing. Salary ranges from $41,714 to $65,000, with additional benefits like health insurance and retirement plans. #J-18808-Ljbffr

Vacancy posted 21 hours ago
Similar jobs that could be interesting for youBased on the Investment Client Success Specialist in Green Bay, WI vacancy
  •  ...service experiences? We’re looking for motivated individuals to join our growing team as Customer Success Associates. In this role, you’ll build meaningful relationships with clients, provide personalized support, and help customers get the most value from our services.... 
    Suggested
    Full time

    McQuade Organization

    Green Bay, WI
    2 days ago
  • -No prior industry experience required -Meet with clients on Zoom to help deliver and explain their benefits -Explain options in a clear, simple, and relatable way -Use basic computer skills (email, Zoom, online systems) daily -Follow a proven process with training... 
    Suggested
    Remote job
    Full time

    Zuzick Organization of Globe Life

    Green Bay, WI
    4 days ago
  • $30k - $60k

     ...tasks ~ Ability to communicate and resolve issues in a professional and tactful manner ~ Ability to handle problems and facility successful outcomes ~ Flexibility to accept additional tasks, duties, and/or direction from management ~ Strong computer skills ~... 
    Suggested
    Full time
    Part time
    Local area

    Camping World

    Green Bay, WI
    1 day ago
  • $20.69 per hour

     ...Assistant Northeast Wisconsin Technical College is a nationally recognized and locally trusted college dedicated to advancing the success of all students and economic vitality of the communities we serve through access, high-quality education, and strategic... 
    Suggested
    Hourly pay
    Part time
    Work experience placement
    H1b
    Work at office
    Visa sponsorship
    Work visa
    Flexible hours

    Northeast Wisconsin Technical College

    Green Bay, WI
    2 days ago
  •  ...public Financial Responsibilities: None. Confidentiality Has access to confidential information including sales and pricing Are you ready to smile, apply today. Employment is contingent upon the successful completion of a pre employment drug screen.... 
    Suggested
    Work experience placement

    Hy-Vee

    Green Bay, WI
    1 day ago
  •  ...experience is a plus! MUST be able to sell “clinically” – able to discuss products and complex disease state(s). Documented successful sales track record – must have “brag book” to show in the interview. Excellent communication skills – verbal and written. Ability... 
    Full time

    Innovativ Pharma, Inc.

    Green Bay, WI
    10 days ago
  •  ..., we have an enthusiasm for helping our clients, taking care of our employees, building...  ...diversity and inclusion. Using a broad investment product and thought leadership platform...  ...Champion and support your teammates’ success and the goals of the bank, while fostering... 

    JPMorgan Chase & Co.

    Green Bay, WI
    more than 2 months ago
  •  ...recall, transfer, leaves of absence, compensation, and training. Assessment, background check and drug test will be required to successful candidate. If you believe you have been discriminated against you may notify the Equal Employment Opportunity Commission, the Federal... 
    Work at office
    Local area
    Flexible hours
    Afternoon shift

    Liberty Business

    De Pere, WI
    1 day ago
  •  ...Hoban Company is looking for an Customer Account Specialist to join our team! The Customer Account...  ...ISO 9001 and IATF certifications. Today, we are investing in the future and positioning the company for success over the next 100 years. If you are customer-focused... 
    Temporary work
    Work at office

    W.E. Hoban Company

    Green Bay, WI
    1 day ago
  •  ...Dental, and Vision Insurance. Matching investment plan, paid time off, and paid...  ...training. Position Description The Client Care Specialist Second Shift position is responsible...  ...driver’s license for at least 3 years. Successful completion of criminal background... 
    Hourly pay
    Full time
    Part time
    Flexible hours
    Afternoon shift

    House of Hope Green Bay

    Green Bay, WI
    1 day ago
  •  ...Dental, and Vision Insurance. Matching investment plan, paid time off, and paid...  ...training. Position Description The Client Care Specialist Overnight position is responsible for...  ...Valid Wisconsin driver's license. Successful completion of criminal background check... 
    Full time
    Part time
    Flexible hours
    Shift work
    Night shift

    House of Hope Green Bay

    Green Bay, WI
    1 day ago
  •  ...A growing financial advisory firm is seeking a motivated Remote Client Acquisition Specialist to enhance client relationships and meet sales goals from a home office. Successful candidates will enjoy a company culture focused on growth, receive comprehensive training,... 
    Remote work
    Home office
    Flexible hours

    Legacy Harbor Advisors

    Green Bay, WI
    7 hours ago
  • $20 - $21 per hour

     ...You'll manage front desk operations, patient check-ins, and scheduling, playing a key role in our day-to-day flow and operational success. Key Responsibilities: Greet patients with warmth, compassion, and professionalism Confirm and update insurance and demographic... 
    Hourly pay
    Full time
    Work at office

    CleanSlate

    Green Bay, WI
    7 hours ago
  • $40k - $100k

     ...responses for potential sellers. NON-NEGOTIABLES You have a strong sense of urgency. Speed to lead is foundational to success in this role. Responding quickly and staying engaged with new opportunities makes a meaningful difference in conversion and outcomes... 
    Base plus commission
    Contract work
    Weekend work

    Cailleo Properties

    Green Bay, WI
    12 days ago
  • Optical Center Support Provide support to the Optical center team. Greet patients as they enter the center, answer the telephone, book appointments, manage patient files, and support all other aspects that do not influence a patient's vision. Taking Care of our Teams...
    Hourly pay
    Work at office
    Night shift
    Weekend work
    Afternoon shift

    Shopko Optical

    Green Bay, WI
    7 hours ago
  • Requisition I: 929764 Store #: WM0101 Optical Order Entry GRBWAL Position: Full-Time General Function The Customer Service Representative (Order Clerk) is responsible for building and maintaining customer and vendor relationships and to manage request for quotations, stock...
    Minimum wage
    Full time
    Local area

    Walman

    Green Bay, WI
    1 day ago
  •  ...believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our...  ...our people are our most valuable asset, and we are committed to investing in their growth and development. Schedule - We are looking for... 
    Work at office
    Local area
    Remote work
    Shift work

    Nicolet National Bank

    Howard, WI
    11 days ago
  •  ...Customer Experience Specialist - Industrial At Werner, we're more than an electrical distributor we're a community that empowers people...  ...of our people, products, and services to ensure the long-term success of our employees and customers. Apply today and find out why... 
    Temporary work
    Work at office

    Werner Co.

    Green Bay, WI
    2 days ago
  •  ...including wire transfers, payroll deduction/direct deposit, check and ATM requests, and statement queries Assist members in the successful resolution of questions or concerns they may have regarding their accounts at Community First Take loan applications, perform... 
    Full time
    Work at office
    Day shift

    Community First Credit Union

    Green Bay, WI
    7 hours ago
  •  ...Medical, Dental & Vision Insurance (employee) ~ Simple IRA with up to 3% Company Match ~ Paid Vacation & Holidays Tools for Success Company Vehicle Gas Card Company Phone & Tablet Culture & Growth Supportive, team-first environment Ongoing... 

    Ultimate Air, Inc.

    Green Bay, WI
    18 days ago
  •  ...retail chain with over 2,200 stores, and a strong track record of success and growth. Our focus has always been bringing our customers a...  ...Awareness program, the Shortage Highway, the Store Protection Specialist (SPS) position (where applicable), and merchandise protection... 
    Work at office
    Local area
    Immediate start
    Shift work

    Ross Stores, Inc.

    Green Bay, WI
    7 hours ago
  • $16 - $21 per hour

     ...with a team focused on unlocking your full potential and sales success within one of our retail stores. Here's what you can expect:...  ...life outside of Verizon. From health and well-being benefits to investment in your education and career, we've got you covered! ~... 
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Summer work
    Immediate start
    Shift work
    Weekend work
    Afternoon shift

    Verizon

    Ashwaubenon, WI
    4 days ago
  •  ...ensure they’re satisfied with our business. Responsibilities include (but aren’t limited to): Tracking quotes’ progress and monitoring success rates Cross-training in billing and data entry functions Thoroughly reviewing schematics, drawings, and technical specs from... 
    Full time
    Monday to Friday

    LTL Supply

    Green Bay, WI
    3 hours ago
  •  ...customer service provider is seeking experienced customer service professionals for a seasonal project in Green Bay, Wisconsin. Successful candidates will handle inbound calls, primarily regarding donations, and should have a minimum of 6 months telephone experience.... 
    Seasonal work
    Remote work

    ACD Direct

    Green Bay, WI
    7 hours ago
  • $30 per hour

     ...Job Description As a Retail Sales Specialist representing Verizon at our Best Buy store, you’ll provide shoppers with personalized...  ...meet their mobile needs while driving sales and fueling your success. In this role, you’ll lean into your people skills and passion... 
    Hourly pay
    Work from home

    Best Buy

    Green Bay, WI
    3 days ago
  • $17.2 - $29.48 per hour

     ...valued and recognized as strengths critical to our success. If you thrive in an environment where your growth...  ...delivering exceptional support to financial advisors and clients. In this role, you'll help streamline investment and insurance operations, support client account... 
    Hourly pay

    Associated Banc-Corp

    Green Bay, WI
    2 days ago
  • $13 per hour

     ...including days, nights, weekends, and holidays Preferred ~ Client facing retail or service industry experience Essential...  ...revise this job description at any time. To perform this job successfully, you must be able to perform each essential function satisfactorily... 
    Part time
    Flexible hours
    Shift work
    Night shift
    Day shift

    Kohl's

    Green Bay, WI
    3 days ago
  • $17 - $19 per hour

     ...focus and stamina into results. Become one of our Inventory Specialists and discover opportunities for increased wages. Make more money...  ...Follow a clear, consistent workflow - Your playbook for success. Move between inventory locations , often walking or standing... 
    Part time
    Work at office
    Flexible hours
    Shift work
    Night shift

    Retail Services WIS Corporation

    Green Bay, WI
    4 days ago
  • $50k - $150k

     ...Ideal candidates will possess the drive to work hard, sell RVs, have fun and make money! We believe that it is important to invest in your success. When you join us as a first time RV Salesperson, you will receive up to 4 weeks of training pay based on residency and... 
    Hourly pay
    Minimum wage
    Full time
    Part time
    Local area

    Camping World

    Green Bay, WI
    1 day ago
  •  ...appropriate communications and completion of order forms and other related documentation. What skills and abilities do I need to become successful in this role? A strong desire and ability to work within a Team environment. Possess an outgoing, fun, yet professional... 
    Casual work
    Seasonal work
    Monday to Friday
    Flexible hours
    Early shift

    Harmann Studios Inc

    De Pere, WI
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Investment Client Success Specialist. Be the first to apply!