We are looking for a dedicated Customer Service Representative to join our team in Madison, Wisconsin. In this long-term contract role, you will play a pivotal part in ensuring customer satisfaction by handling inquiries, resolving issues, and maintaining accurate records. This position offers an excellent opportunity to contribute to the success of a non-profit organization.<br><br>Responsibilities:<br>• Respond to inbound customer calls promptly, addressing inquiries and resolving concerns with professionalism.<br>• Process and manage order entries efficiently to ensure accuracy and timeliness.<br>• Provide clear and empathetic communication to assist customers with their needs.<br>• Maintain detailed records of customer interactions and transactions.<br>• Collaborate with team members to improve service delivery and operational processes.<br>• Handle both inbound and outbound calls as required to support organizational goals.<br>• Ensure compliance with company policies and procedures during all interactions.<br>• Troubleshoot and resolve customer issues effectively, escalating when necessary.<br>• Deliver exceptional service that aligns with the values of the non-profit organization.
We are looking for a motivated and dedicated Customer Service Representative to join our team in Madison, Wisconsin. In this role, you will provide exceptional support to customers, ensuring their inquiries and concerns are addressed promptly and professionally. This is a fantastic opportunity for individuals who thrive in a fast-paced environment and enjoy helping others. This position is offered as a long-term contract.<br><br>Responsibilities:<br>• Respond to incoming customer inquiries via phone, email, or other communication channels with professionalism and efficiency.<br>• Assist customers with placing orders, resolving issues, and answering product or service-related questions.<br>• Accurately input order details and customer information into the system to ensure seamless processing.<br>• Handle both inbound and outbound calls to address customer needs and follow up on unresolved matters.<br>• Maintain detailed and accurate records of customer interactions and transactions.<br>• Collaborate with team members to improve service delivery and address complex customer situations.<br>• Uphold high-quality standards in customer service to ensure satisfaction and loyalty.<br>• Stay updated on company products, services, and policies to provide accurate and informed responses.<br>• Manage multiple tasks simultaneously while maintaining focus and attention to detail.<br>• Identify opportunities to enhance customer experience and provide constructive feedback to the team.
We are looking for a dedicated Customer Service Representative to join our team in Hartland, Wisconsin. This role involves managing customer interactions, processing orders, and handling accounts receivable tasks while ensuring efficient communication with various customer classes. The ideal candidate will have experience in consumer goods and be comfortable performing diverse responsibilities, including social media marketing and front desk duties. This is a Contract to long-term position, offering an opportunity to transition into a lasting role.<br><br>Responsibilities:<br>• Process order receipts and confirmations for retail, corporate, and wholesale customers.<br>• Accurately enter and route orders for various customer categories, including wholesale, distributors, web, retail, donations, and exports.<br>• Handle accounts receivable tasks such as invoicing, deposits, and responding to inquiries.<br>• Address customer service needs, including complaints, product inquiries, and requests for purchasing information.<br>• Manage donation requests and set up new customer profiles in the database.<br>• Perform filing and maintain organization for front desk and reception duties.<br>• Monitor aged receivables on a weekly basis to ensure timely follow-up.<br>• Generate monthly customer statements and prepare salesperson commission reports.<br>• Assist with social media marketing efforts on platforms like Facebook, Instagram, and Pinterest.<br>• Conduct annual tasks such as trade show lead follow-ups and rotating stock in the showroom.
We are looking for a dedicated Customer Service Representative to join our team in Madison, Wisconsin. In this long-term contract position, you will serve as the first point of contact for customers, delivering exceptional support and ensuring their needs are met efficiently. This role is ideal for individuals who thrive in fast-paced environments and enjoy building positive relationships with clients.<br><br>Responsibilities:<br>• Respond promptly to incoming customer inquiries via phone, ensuring their concerns are addressed professionally.<br>• Provide accurate information about products, services, and processes to assist customers effectively.<br>• Handle order entry tasks with precision to ensure accurate and timely processing.<br>• Manage both inbound and outbound calls, maintaining a positive and helpful demeanor.<br>• Resolve customer issues and complaints by identifying solutions and taking appropriate actions.<br>• Document customer interactions and maintain detailed records to support follow-up actions.<br>• Collaborate with team members to enhance service quality and meet performance goals.<br>• Stay up-to-date with company policies and procedures to provide accurate information.<br>• Ensure customer satisfaction by delivering exceptional service and exceeding expectations.<br>• Identify opportunities for process improvements to enhance overall customer experience.
We are looking for a skilled Business Intelligence (BI) Consultant to join our team in Lake Mills, Wisconsin. This is a Contract to permanent position, offering the opportunity to contribute to a dynamic manufacturing environment. The ideal candidate will have a strong background in customer service and BI tools, along with the ability to manage vendor relationships effectively.<br><br>Responsibilities:<br>• Engage with customers to gather requirements and provide exceptional support, ensuring their needs are met.<br>• Utilize Power BI for designing and expanding reporting capabilities to enhance business insights.<br>• Collaborate with vendors and clients to establish clear communication and technical requirements.<br>• Build and maintain strong relationships with vendors, ensuring seamless communication and project execution.<br>• Support the development and management of BI dashboards and reporting tools.<br>• Work closely with organizational teams to align business intelligence strategies with company goals.<br>• Assist in managing electronic data interchange (EDI) processes to streamline operations.<br>• Conduct regular reviews of BI systems to identify areas for improvement.<br>• Provide expertise in SQL Server-based BI solutions to optimize data analytics.<br>• Troubleshoot and resolve issues related to BI tools and customer service software.
We are looking for an experienced Project Manager/Sr. Consultant to join our team in Middleton, Wisconsin. In this role, you will oversee complex infrastructure projects, ensuring timely delivery and effective collaboration across teams and vendors. This is a long-term contract position that requires strong leadership, organizational skills, and the ability to manage multiple priorities in a dynamic insurance industry environment.<br><br>Responsibilities:<br>• Lead infrastructure upgrade projects, including server migrations and operating system updates, ensuring all milestones are achieved within the specified timelines.<br>• Coordinate transitions for user management systems and endpoint solutions, facilitating smooth implementation and integration.<br>• Develop and manage detailed project plans, tracking progress and addressing challenges to maintain project momentum.<br>• Collaborate with internal teams and external vendors to ensure alignment and successful execution of project goals.<br>• Apply Agile Scrum methodologies to enhance project efficiency and team productivity.<br>• Oversee vendor relationships, negotiating contracts and managing performance to meet organizational standards.<br>• Implement organizational change management strategies to support project transitions and minimize disruptions.<br>• Utilize tools like Atlassian Jira to monitor workflows, report progress, and ensure accountability.<br>• Deliver superior customer service by maintaining effective communication and addressing stakeholder concerns.<br>• Ensure compliance with industry standards and best practices throughout all phases of project execution.
We are looking for a skilled and detail-oriented Client Services Specialist to join our team in Hartland, Wisconsin. In this Contract to permanent position, you will play a pivotal role in coordinating printing projects, ensuring seamless communication between internal teams and external vendors. This is an excellent opportunity for individuals who excel in customer service and organizational tasks within the printing or publishing industry.<br><br>Responsibilities:<br>• Collaborate with internal teams to gather printing requirements and communicate them effectively to external vendors.<br>• Manage schedules, oversee bidding processes, and track statements of work to ensure project execution aligns with deadlines.<br>• Develop clear and precise job layouts and purchase orders to facilitate smooth production workflows.<br>• Oversee internal approval processes, ensuring timely completion and adherence to guidelines.<br>• Maintain consistent communication across departments and vendors to follow up on production progress and ensure all deliverables meet high-quality standards.<br>• Organize and document production operation statuses to enhance transparency and accessibility.<br>• Acquire proficiency in internal software systems and demonstrate knowledge of promotional or print product workflows.<br>• Monitor and review multiple reports to track project and production timelines, ensuring adherence to deadlines.
<p>We are looking for a dedicated Fulfillment Clerk to join our team on a contract basis in Madison, Wisconsin. This role involves handling a variety of tasks to ensure the efficient shipping, receiving, and packaging of pharmaceutical products. If you enjoy working in a fast-paced environment and have strong organizational skills, this position may be a great fit for you.</p><p><br></p><p>Responsibilities:</p><p>• Manage the shipping and receiving of pharmaceutical products, ensuring all items are handled with care.</p><p>• Assemble and prepare boxes for shipping, including packaging medications securely.</p><p>• Process outgoing mail, including medications that require specialized packaging such as refrigeration.</p><p>• Receive and organize incoming orders, shelving medications as needed.</p><p>• Perform light data entry and computer-based tasks to maintain accurate records.</p><p>• Remain on your feet throughout the day to support various operational activities.</p><p>• Ensure proper handling and packaging of medications according to established guidelines.</p><p>• Collaborate with team members to maintain a smooth workflow and address any logistical challenges.</p>
<p><strong>Overview:</strong> Our company is seeking a detail-oriented Administrative Assistant who will also support our order management process. In this dual-role position, you’ll help ensure smooth office operations while overseeing the processing and tracking of customer orders. The ideal candidate is organized, proactive, and able to multi-task in a fast-paced environment.</p><p><strong>Key Responsibilities:</strong></p><ul><li>Provide administrative support including managing schedules, handling correspondence, and organizing meetings</li><li>Serve as a primary point of contact for order entry, tracking, and fulfillment</li><li>Process purchase orders, manage records, and update order status in company systems</li><li>Communicate with vendors and customers regarding order details, delivery timelines, and any discrepancies</li><li>Maintain accurate filing systems and ensure proper documentation of transactions</li><li>Assist with invoice processing and basic reporting related to orders</li><li>Support other departments as needed with administrative and order-related tasks</li><li>Help identify process improvements to enhance efficiency and customer satisfaction</li></ul><p><strong>Qualifications:</strong></p><ul><li>Previous experience in administrative support and/or order management preferred</li><li>Strong organizational, multitasking, and problem-solving skills</li><li>Excellent verbal and written communication abilities</li><li>Proficiency with MS Office Suite and order management software or ERP systems</li><li>Attention to detail and ability to manage confidential information</li><li>High school diploma required; associate or bachelor’s degree a plus</li></ul><p><br></p>
<p>We are looking for an experienced Investment/Portfolio Manager to join a boutique law firm located in Lake Geneva, Wisconsin. In this role, you will oversee equity portfolios for high-net-worth and ultra-high-net-worth clients, including personal trusts, partnerships, and foundations. This position offers a unique opportunity to coordinate with external investment managers and brokers while ensuring tailored financial solutions for sensitive client relationships.</p><p><br></p><p>For immediate consideration call Bill Johannes at 414-662-3416 or connect on Linked-In . All conversations will be confidential. If you or someone you know would qualify for any of the positions listed below feel free to have them call me as well. Thanks for any consideration and I look forward to helping you. God Bless.</p><p><br></p><p>Responsibilities:</p><p>• Manage and optimize equity portfolios for personal trusts, partnerships, and foundations, ensuring alignment with client goals.</p><p>• Oversee cash flow requirements and manage cash investments for trust accounts, foundations, and partnerships.</p><p>• Monitor portfolio holdings and provide updates on market trends, news, and relevant financial insights to trustees.</p><p>• Collaborate with external brokers to implement investment decisions, handle trust funding, distributions, and charitable donations.</p><p>• Establish and maintain strong relationships with external investment managers, ensuring seamless coordination.</p><p>• Prepare detailed investment performance reports and present findings to clients and stakeholders.</p><p>• Actively contribute to meeting client needs by adapting to various responsibilities within a small and dynamic team.</p><p>• Ensure compliance with relevant regulations and tax laws governing trust investments and accounting.</p><p>• Utilize niche software tools and platforms, including Bloomberg and Morningstar, to support portfolio management efforts.</p>
We are looking for a skilled and detail-oriented Tax Preparer to join our team in Hartford, Wisconsin. In this role, you will handle tax preparation for individuals and small businesses, ensuring compliance with current regulations while delivering exceptional client service. This position offers an opportunity to contribute to clients' financial success through accurate and efficient tax solutions.<br><br>Responsibilities:<br>• Prepare federal and state tax returns for individuals, small businesses, partnerships, and S corporations.<br>• Organize and analyze clients' financial records to ensure all relevant information is included in tax filings.<br>• Identify opportunities for tax savings by leveraging deductions, credits, and other strategies.<br>• Stay updated on current tax laws and apply them effectively to ensure compliance.<br>• Communicate with clients to resolve queries and provide clear explanations of tax-related matters.<br>• Assist with tax planning services and offer year-round support to clients.<br>• Maintain thorough documentation and organized client files for future reference and audits.
We are looking for a detail-oriented Client Services Administrator to join our team in Hartland, Wisconsin. In this role, you will play a key part in supporting the Client Services Specialist team by managing customer accounts, ensuring data accuracy, and coordinating tasks across departments. This is a Contract to permanent position, offering an opportunity to grow within the printing and publishing industry.<br><br>Responsibilities:<br>• Accurately enter client and account data while checking for errors and reporting any discrepancies to the team lead.<br>• Create and manage job tickets in internal systems, ensuring they are clear and comprehensible.<br>• Maintain and update customer records by reviewing, correcting, and reentering data in compliance with company policies.<br>• Coordinate with multiple departments to ensure production tasks are completed with a high level of detail.<br>• Address client complaints by identifying issues, determining solutions, and following through to ensure resolution.<br>• Gain proficiency in internal software systems and demonstrate knowledge of promotional or print product processes.<br>• Handle daily routing of GB tickets and tracking of Permit 4 items.<br>• Perform monthly proofing of promotional materials and maintain filing systems for department records.<br>• Sort and distribute job tickets to relevant teams and accounting staff.<br>• Update spreadsheets and route paperwork related to various client accounts and projects.
We are looking for a skilled Collections Specialist to join our team on a contract basis in Hartland, Wisconsin. This position offers an exciting opportunity to contribute to the organization by managing accounts receivable and ensuring efficient collections processes. The role requires someone detail-oriented and proactive, capable of delivering results in a fast-paced environment.<br><br>Responsibilities:<br>• Oversee customer accounts and actively follow up on overdue balances to ensure timely collections.<br>• Reconcile open receivables across multiple systems, ensuring accuracy in financial records.<br>• Validate and clean historical data to maintain integrity during system transitions.<br>• Analyze and track accounts receivable using Excel to monitor payment statuses and trends.<br>• Collaborate with internal teams to address billing discrepancies and resolve missing documentation.<br>• Implement process improvements to optimize collection workflows and enhance reporting capabilities.<br>• Utilize expertise in Service Titan or similar accounting systems to streamline operations.<br>• Develop and maintain aging reports to track outstanding balances and payment progress.<br>• Ensure compliance with company policies and procedures during all collection activities.
