Client Specialist Salaries in Wisconsin

Answers all incoming phone calls and handles as appropriate. Proactively review investment opportunities on a daily basis & notify Financial Advisor(s) to take…

Momentum Association Management partners with professional associations and nonprofit organizations to provide executive leadership, membership management,…

$45,000 a year

Handle client correspondence, including emails, phone calls, and mail, in a professional and efficient manner. Strong attention to detail and accuracy in work.

$60,000 - $100,000 a year

Valid driver’s license and appropriate auto insurance as dictated by state requirements. Conduct regular client check-ins, including the coordination and…

4 days ago

Collaborate with institutions, UW Service Center, 403(b) investment companies and employees in resolving issues, answering UW 403(b) Program questions,…

$58,000 - $68,000 a year

It is our policy to comply with all applicable federal, state and local laws pertaining to non-discrimination, non-harassment and equal opportunity.

$69,000 - $115,000 a year

8 days ago