Client Services Manager Jobs in Wisconsin
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Search Results - Client Services Manager Jobs in Wisconsin
Stonehaven Wealth & Tax Solutions, LLC-Appleton (WI)
Stonehaven Wealth & Tax is hiring a
Tax Manager (CPA or EA required)
with at least 8 years of public accounting experience. This role focuses on business and individual tax filings, high-net-worth client services, estate planning, and proactive...
Confidential Healthcare and Life Sciences Company-Green Bay
including Chemistry, Microbiology, Sample Management, Client Services, and Operational Support teams
• Align staffing, resources, and capacity planning to meet business demands
• Drive improvements in workflow efficiency, throughput, turnaround times...
Wisconsin Community Services-Milwaukee
Ensures all staff meet required training
standards and that required training and certifications are maintained and
updated annually.
• May provide direct client services, including
individual counseling, group facilitation, and case management, as needed...
Cambridge Associates LLC-Madison
teams.
• Mentor and support junior colleagues involved in client service and relationship management efforts.
Performance Management & Reporting
• Maintain disciplined pipeline, relationship, and activity tracking in firm systems.
• Report on client...
appcast.io -
2 similar jobs: Green Bay, Milwaukee
Robertson Ryan Insurance-Hartford (WI)
growing firm!
Personal Lines Account Manager Summary:
The Personal Lines Account Manager will be responsible for handling accounts from the first point of contact, by collecting information through binding, and servicing the accounts. Must have excellent...
Jobot-Beloit (WI)
their financial goals. Whether it's tax planning, accounting services, business consulting, or wealth management, we are dedicated to helping our clients succeed. We are a Top 300 ranked CPA in the nation. We pride ourselves with awesome client reviews...
Robertson Ryan Insurance-Shawano
growing firm!
Personal Lines Account Manager Summary:
The Personal Lines Account Manager will be responsible for handling accounts from the first point of contact, by collecting information through binding, and servicing the accounts. Must have excellent...
Milwaukee
tax experience, including public accounting.
• Expertise in real estate and partnership taxation.
• Proven leadership skills in managing client service teams and multiple projects in a fast-paced and interactive team environment.
• Exceptional client...
icims.com -
Parallel Employment-Elkhorn (WI)
thinking, strategic thought/execution, leadership, client service and project management.
Shift: 8am-4:30pm (OT available, some flexibility with the OT schedule).
Salary: $45-55K per year, based on experience.
Requirements
• Conduct job writing, job...
workable.com -
Stonehaven Wealth & Tax Solutions, LLC-Appleton (WI)
focuses on business and individual tax filings, high-net-worth client services, estate planning, and proactive tax strategy. What You'll Do Prepare and review tax returns (individual, S-Corp, C-Corp, Partnership, LLC) Develop and implement tax strategies...
Ardor Health Solutions-Fond Du Lac
services, nursing services, and all allied services.
/n
If you would like the personal service that comes with a staff of recruiters that have an average tenure with the company between 5 and 15 years, and the knowledge of our client services...
Michael E. Satti, Attorney At Law, LLC-Mystic (CT)
of our firm, you will provide comprehensive legal support, develop your expertise across multiple practice areas, and contribute to delivering exceptional client service. The ideal candidate is motivated, proactive, and eager to grow within...
2 similar jobs: New London, New Haven
Jobot-Milwaukee
time management skills, with the ability to manage multiple projects simultaneously.
• Strong negotiation skills, with the ability to negotiate contracts effectively.
• Exceptional customer service skills, with the ability to meet and exceed client...
Milwaukee
and industry events.
• Utilize tax technology tools to enhance efficiency and client service.
Knowledge, Skills and Abilities:
Qualifications:
• Bachelor’s degree in Accounting or related field.
• CPA or JD/LLM required.
• 5+ years of progressive tax...
icims.com -
Jobot-Madison
Excellent analytical, communication, and advocacy skills
• Strong drafting and writing skills
• Ability to manage multiple tasks and prioritize effectively
• Detail-oriented with a strong commitment to client service
• Proven ability to work independently...
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