Top Tech Jobs & Startup Jobs in Milwaukee, WI

Balances and reviews transactions for alternative investment accounts with penny-level accuracy, supports accurate new-fund setup, and advances through a dual-control reviewer process. Responds to client inquiries by phone and email to maintain customer satisfaction. Requires a bachelor’s degree, account balancing experience, and at least six months of direct customer support experience. Mutual fund, alternative investment, and transfer agency experience are preferred.

Ten-week paid internship for college juniors pursuing finance, trust and wealth management, or business degrees. Interns support client advisory projects and research, observe client meetings, gain exposure to financial planning and portfolio construction, and communicate with clients, vendors, and internal teams. The role requires analytical thinking, strong communication, organization, curiosity, integrity, confidentiality, and proficiency with Microsoft Office.

Provides client service and administrative support to Financial Advisors, Private Wealth Advisors, and their teams. Responsibilities include handling account inquiries and money movement transactions, preparing client meeting materials, assisting with account opening and financial planning data entry, supporting digital tool enrollment, managing calendars and travel logistics, processing expenses, and maintaining client relationships. The role also supports marketing activities, firm initiatives, and general office functions.

Process vehicle registrations, review and reconcile customer paperwork, update records, and maintain accurate notes across internal and external databases. Coordinate document submissions and pickups with DMV, state, and county licensing agencies. Assist with customer follow-up, resolve issues, and collaborate with internal teams. The role is full-time, onsite, hourly, and may require fluctuating schedules and overtime.

Develop and implement Salesforce applications using Apex, Lightning Components, and Visualforce. Translate business requirements into scalable CRM solutions, integrations, and releases. Troubleshoot, test, and maintain application security. Create and support Tableau dashboards, reports, visualizations, and server or cloud deployments. Collaborate with business analysts, administrators, and technical teams while assisting with development estimates and schedules.

Assists with Medicaid rate development, statistical analysis, actuarial pricing, valuation, forecasting, and projection models. Collects, refines, validates, and evaluates data for accuracy and reasonableness while supporting the Medicaid Pricing lead and performing preliminary actuarial analyses under limited supervision.

Provides administrative and operational support for sales orders from setup through completion. Coordinates purchasing, receiving, shipments, freight tracking, inventory control, invoicing, accounts-payable reconciliation, and discrepancy resolution. Maintains accurate order, inventory, purchasing, and receiving records while communicating with vendors, customers, carriers, sales representatives, and branch personnel. Supports customer service, special projects, and timely delivery of equipment and related systems.

Administers COBRA benefits for assigned client portfolios, including qualifying events, enrollments, coverage changes, terminations, payments, notices, records, and reports. Provides client, broker, and participant support, resolves issues, maintains regulatory compliance, handles confidential information, and collaborates with internal teams on service delivery and process improvements.

Designs, builds, and optimizes cloud data solutions using Microsoft Fabric and Azure. Develops data pipelines, Lakehouse architectures, ELT/ETL processes, data models, semantic models, and Power BI reporting. Partners with stakeholders to define requirements and technical designs, supports platform migrations, and implements data quality, governance, security, and monitoring practices. The role also contributes to AI and machine learning data initiatives and requires strong SQL, Python, PySpark, and modern cloud data engineering expertise.

The HR Assistant will support recruitment activities by screening candidates, managing communications, and performing clerical duties, working in a remote and collaborative environment.