Client Service Jobs in Milwaukee, WI

Application Deadline:06/14/2026Address:790 N Water StreetJob Family Group:Wealth Sales & ServiceThe Fiduciary Tax Administrator is responsible for trust and estate tax law including managing workflows and preparing and reviewing trust income tax returns (Forms 1 and 1099). The role requires understa...

About the role:We are looking for an Accounts Payable Specialist to join our high-performing Corporate Finance team. We are looking for a detail-oriented professional who contributes to team success in a fast-paced continually evolving and high-volume environment. As a valued member of the Finance d...

Position SummaryThe purpose of the Client Service Manager (CSM) is to proactively assist the Financial Adviser/s to exceed their clients expectations and financial planning requirements by assuming responsibility for the day-to-day administration and implementation activities. On behalf of Focus Par...

DescriptionAs a Health and Benefits Manager you will contribute to a wide variety of complex projects involving the design financing and ongoing management of the full spectrum of health and benefit programs. You will serve as the lead project manager on select projects interface with vendors and ke...

Wilson Elser is a leading defense litigation law firm with more than 1400 attorneys in 46 offices throughout the United States. Founded in 1978 we rank among the top 100 law firms identified by The American Lawyer and 36 in the National Law Journals survey of the nations largest law firms.Our firm i...

About the Role: The Associate Financial Advisor role partners closely with advisors to help grow and service a strategic client base with areas of focus that may include financial planning portfolio construction and analysis and investment research.The DDK Group is a highly motivated service-oriente...

The Registered Funds team of UMB works with clients to provide accounting tax audit and administrative services for mutual funds and collective trusts.The Transfer Agency team primarily handles the day-to-day contact for Fund Services clients. They manage and organize client launches conversions dec...

About the RoleAs a Client Advisor youll be a crucial link between Expert Institute and our attorney-clients directly impacting case outcomes through expert witness selection and strategic consulting. This role combines legal analysis client service and project management in a fast-paced technology-d...

Job Summary LJ Horizons is seeking a dependable and organized Customer Service Coordinator to support client requests and provide a high level of service in a remote environment. This role is ideal for individuals who enjoy helping others staying detail-focused and guiding clients through a structur...

Application Deadline:05/28/2026Address:790 N Water StreetJob Family Group:Wealth Sales & ServiceProvides support and product expertise for the financial planning business development sales and service delivered by private wealth advisors and relationship managers. Services relationships in the assig...

DescriptionAre you customer focused enjoy building relationships and providing financial solutions to your clients You have found the right team.As a Treasury Management Officer in Commercial Banking you will generate new treasury management business and maintain relationships with will leverage yo...

Description At Chase we are passionate about creating memorable experiences for our clients and employees making them feel welcomed valued and understood. We build lasting relationships by doing the right thing exceeding expectations and embracing diversity and inclusion. As an Associate Banker with...

Were building a relationship-oriented bank for the modern world. We need talented passionate professionals who are dedicated to doing whats right for our clients.At CIBC we embrace your strengths and your ambitions so you are empowered at work. Our team members have what they need to make a meaningf...

ABM a leading provider of integrated facility solutions is looking for a Maintenance Technician.The General Maintenance Technician will complete assigned preventive maintenance and reactive maintenance repairs requiring conveyor mechanical plumbing electrical instrumentation HVAC and other equipment...

Duties & ResponsibilitiesUnder limited supervision ETF Operations Associates are responsible for all functions related to the daily monitoring of ETF activities subsequent to the production of the net asset value for multiple ETFs. ETF Operation Associates are responsible for ensuring that the accou...

DescriptionHow youll impact our mission:The Wisconsin Humane Society (WHS) is hiring a part-time or full-time Client Services Representative/Shift Lead. This position reports to the Client Services and Animal Care department and works onsite at the Milwaukee Campus. The role partners with the Client...

Duties & ResponsibilitiesSupervise the daily activities of an ETF Operations team consisting of individuals varying in skill levels from entry level to Lead level operations staff.Operations and Subject Matter ExpertPrimary contact for ETF clients and ETF ecosystemDevelop/maintain strong working rel...

At U.S. Bank were on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions enabling the communities we support to grow and succeed in the right ways all more confidently and more oftenthats what we call the courage to thrive. We belie...

Application Deadline:05/14/2026Address:790 N Water StreetJob Family Group:Commercial Sales & ServiceCommercial Banking Credit Associate - Milwaukee WIAnalyzes credit information to support lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assign...

Virtual Financial Advisor HybridMilwaukee WisconsinBring your skills to a deeply purposeful financially rewarding career Thrivent is more than a financial services company were a community that puts generosity at the heart of saving and investing. At Thrivent youll have the opportunity t...