Top 5 Maintenance custodian associate Jobs in De Pere Wi

Financial Services Support Specialist
Gateway Financial Partners —Appleton, WI
- $55,000 - $70,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Operations Specialist
Private Client Services, LLC —Appleton, WI
- $53,500 - $62,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Maintenance Custodian Associate
Sam's Club —Green Bay, WI
- $16 - $24 an hour
- 18 years or older
- High school
- Entry level
- Paid jury duty
- Disability insurance
Relationship and Operations Associate
Carson Group —Green Bay, WI
- $55,000 - $60,000 a year
- Microsoft Excel
- Microsoft Outlook
- Research
- Health savings account
- AD&D insurance
Quick Apply

Discover related jobs

Based on your search for maintenance custodian associate jobs.

Personal Shopper - Sam's
Sam's Club —Green Bay, WI
Develops and supports Membership by providing information on Membership benefits promoting the value of Company products and services processing Memberships…
$17 - $25 an hour
Merchandise and Stocking Associate
Sam's Club —Green Bay, WI
Programs range from high school completion to bachelor's degrees, including English Language Learning and short-form certificates. You will make an impact by:
$17 - $25 an hour

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Maintenance Custodian Associate
Sam's Club —Columbus, OH
Programs range from high school completion to bachelor's degrees, including English Language Learning and short-form certificates.
$17 - $25 an hour
Account Services Specialist I - Alternative Funds
Ultimus Fund Solutions —Columbus, OH
Processes basic Alternative fund transactions, including purchases, repurchases, tenders, capital calls, bonus share issuances, Cap/Track/Convert exchanges,…
$50,000 - $60,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for maintenance custodian associate in de pere wi

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

maintenance custodian associate jobs near de pere wi

Operations Manager jobs in Remote

Operations Associate jobs in Piscataway, NJ

Clinical Operations Mental Health jobs in Remote

Operations Associate jobs in Paterson, NJ

Operations Analyst Remote jobs in Houston, TX

Operations Associate jobs in Lawrence, KS

Operations Associate jobs in Springfield, MA

Clinical Trial Associate jobs in Philadelphia, PA

Operations Support Specialist jobs in New York, NY

Operations Associate jobs in Pennsauken, NJ

Operations Associate jobs in White Plains, NY

Operations Associate jobs in Raleigh, NC

Associate Staff Analyst jobs in New York, NY

Operations Associate jobs in Naples, FL

Financial Specialist jobs in Berryville, VA

Financial Specialist jobs in Albany, NY

Inventory Specialist jobs in New York, NY

Financial Specialist jobs in Washington, DC

It Support Specialist jobs in Boston, MA

Financial Specialist jobs in Milwaukee, WI

Financial Services Support Specialist

Gateway Financial Partners -
Appleton, WI

Quick Apply

Job Details

Full-time
$55,000 - $70,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching

Qualifications

Customer communication
Teamwork
Problem-solving
Organizational skills
Financial services

Full Job Description

About the Role:
Financial Advisor Support Specialist

Gateway Financial Partners is seeking a highly organized, client-focused, and detail-oriented Financial Advisor Support Specialist to join our growing team. This role serves as a key partner to financial advisors by providing operational, administrative, and client service support that helps advisors deliver exceptional client experiences and grow their practices.

The ideal candidate thrives in a fast-paced environment, enjoys problem-solving, takes ownership of tasks, and is passionate about delivering outstanding service to both advisors and clients.

Key ResponsibilitiesAdvisor & Client Support

Serve as a primary point of contact for advisors and clients regarding service requests and account maintenance.
Provide proactive support to financial advisors by managing operational and administrative activities.
Deliver exceptional client service through timely and professional communication.
Assist with client onboarding, account openings, transfers, beneficiary updates, and other account servicing needs.

Operations & Account Management

Prepare, review, and process client paperwork accurately and efficiently.
Monitor pending transactions and follow through to completion.
Coordinate with custodians, investment platforms, insurance carriers, and other financial institutions to resolve issues and facilitate account activity.
Maintain accurate client records and ensure documentation is complete and compliant.

Meeting & Workflow Coordination

Schedule client meetings and advisor appointments.
Prepare meeting materials, reports, and supporting documentation.
Manage advisor calendars and assist with workflow prioritization.
Track outstanding service requests and ensure timely follow-up.

Team & Process Improvement

Support office operations, special projects, and team initiatives.
Identify opportunities to improve processes, workflows, and the overall client experience.
Collaborate with operations, compliance, and advisor teams to ensure consistent service standards.

Qualifications

Associate's or Bachelor's degree preferred.
Previous administrative, client service, or operations experience required.
Financial services experience strongly preferred, including familiarity with investment accounts, custodians, or advisory platforms.
Experience working in an RIA, broker-dealer, bank, or wealth management environment is a plus.

Skills & Competencies

Exceptional organizational and time management skills.
Strong attention to detail and commitment to accuracy.
Excellent verbal and written communication skills.
Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
Strong problem-solving and critical-thinking abilities.
Proficiency with Microsoft Office Suite (Word, Excel, Outlook), Wealthbox and other a plus.
Ability to work independently while contributing positively to a team environment.
Professional, service-oriented mindset with a commitment to delivering an outstanding client experience.

Job Type: Full-time

Pay: $55,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Ability to commute/relocate:

Appleton, WI 54911: Reliably commute or planning to relocate before starting work (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

maintenance custodian associate jobs in de pere wi

Financial Services Support Specialist

Operations Specialist

Maintenance Custodian Associate

Relationship and Operations Associate

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for maintenance custodian associate in de pere wi

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected