Client Service Associate
- Waunakee, WI
- Direct Hire - Full Time
- MR297033116
- Competitive
- Cust Svc/Sales
- 11/11/2024
Summary:
We’ve partnered with a growing, award-winning wealth management firm in search of a Client Service Associate! This is an exciting opportunity to grow in the wealth management arena and into a Financial Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, Manitowoc, or Wausau, WI Monday-Friday 8:00 a.m. – 4:30 p.m. Pay is competitive based on experience and licensure. Competitive benefits offered.
Responsibilities:
- Ensure clients receive professional service and timely responses to requests
- Serve as initial point of contact in office as well as via phone and email
- Identify needs and respond with appropriate information
- Coordinate client and firm events to meet desired objectives
- Support daily office operations
- Adhere to confidentiality, security, and privacy protocols
Qualifications:
- Associate or Bachelor's degree in Finance, Business, or related field preferred
- 2+ years of experience in wealth management, account management, banking or related
- Licensure highly preferred: Series 65 or Series 66
- Proficiency in Microsoft Office Suite
- Strong communication and interpersonal skills to work with diverse group of people and businesses
- Strong math skills
- Ability and willingness to quickly learn information, and work with little supervision
- Ability to maintain confidentiality of both client and staff information
#MMAS