Top 2690 Client services Jobs in Middleton, Wi

Client Services Associate I - Wealth Management Department
UW Credit Union —Madison, WI
- From $25.46 an hour
- Full-time
- Office
- Finance
- US work authorization
- Paid holidays
- Health insurance
Marketing Specialist
Seville Gear —Mc Farland, WI
- $60,000 - $75,000 a year
- Weekends as needed
- Marketing
- Mid-level
- Assembly
- Travel reimbursement
- Paid training
Quick Apply
7d
Client Service Specialist
Walkner Condon Financial Advisors —Verona, WI
- $60,000 - $100,000 a year
- Full-time
- Google Workspace
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
6d
Reporting Specialist
Medical Transportation Management (MTM, Inc.) —Middleton, WI
- $19.66 - $29.49 an hour
- Full-time
- Hybrid work
- Customer service
- Mid-level
- High school diploma or GED
- Paid holidays
- Health insurance
Quick Apply
Customer Service Account Consultant
ACD Distribution, LLC —Middleton, WI
- From $20 an hour
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Health insurance
Quick Apply
Brand Promotions Assistant - Entry Level
Confidential —Middleton, WI
- $46,055.40 - $48,464.57 a year
- Full-time
- Background check
- No experience needed
- In-person
Quick Apply
10d
Tech Sales Career Shift
CFS —Madison, WI
- $65,000 - $100,000 a year
- Hybrid work
- Mid-level
- Business development
- Commuter assistance
- Paid holidays
7d
Client Services Representative (Temporary)
Baker Tilly Vantagen, LLC —Madison, WI
- $15.97 - $41.00 an hour
- Full-time
- HIPAA
- High school diploma or GED
- Associate's degree
Quick Apply
7d
HCM Benefits Specialist I
Insperity —Middleton, WI
- Full-time
- Writing skills
- English
- Research
- Health insurance
- Dental insurance
Client Services Associate - Middleton, WI
Savant Wealth Management —Middleton, WI
- $57,000 - $76,000 a year
- Full-time
- Office
- Administrative experience
- US work authorization
- Health savings account
- AD&D insurance
8d
Customer Relations Specialist
RAE Staffing —Madison, WI
- $25.64 - $31.54 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid training
- Health savings account
Quick Apply
Client Advocate I
CVS Health —Madison, WI
- $43,888 - $102,081 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Administrative experience
- Health insurance
- Dental insurance
3d
Customer Service Specialist
Momentum Association Management LLC —Madison, WI
- $45,000 a year
- Full-time
- Remote
- Continuous improvement
- Communication skills
- Entry level
Quick Apply
12d
Customer Service Representative – Americas
Link USA Inc —Middleton, WI
- Full-time
- Bachelor's degree
- Travel
- Experience equivalent to degree accepted
Quick Apply
Customer Service Professional
RAE Staffing —Madison, WI
- $24.42 - $29.41 an hour
- Part-time
- Hybrid work
- Computer literacy
- Office
- Computer skills
- Paid jury duty
- Health insurance
Quick Apply
6d
Customer Care Specialist
Pellitteri Waste Systems Inc —Madison, WI
- $24.00 - $24.50 an hour
- Full-time
- Word processing
- Computer literacy
- Writing skills
- Disability insurance
- Health insurance
Quick Apply
Client Coordinator
Maxim Healthcare Services —Madison, WI
- $22 - $24 an hour
- Full-time
- Customer service
- Office
- High school diploma or GED
- Profit sharing
- Commuter assistance
Quick Apply
In Home Assessor NEEDED For Home Care Agency In Madison, WI
Care Planning Institute, Inc —Madison, WI
- $40 an hour
- Weekends only
- RN License
- Home Health
- Older adults
- Flexible schedule
Quick Apply
Customer Success Support Specialist
EnsoData —Madison, WI
- $25 - $26 an hour
- Full-time
- Hybrid work
- Mid-level
- Residential
- High school diploma or GED
- Dental insurance
- Paid time off
Quick Apply
13d
Customer Service Representative
Harker Heating & Cooling Inc —Madison, WI
- $25 - $30 an hour
- Full-time
- Spanish
- English
- Office
Quick Apply
3d

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Client Services Associate I - Wealth Management Department

UW Credit Union -
Madison, WI

Apply Now

Job Details

Full-time
From $25.46 an hour

Benefits

Caregiver leave
Paid holidays
Health insurance
Dental insurance
Parental leave
Employee assistance program
Vision insurance
401(k) matching

Qualifications

Phone communication
Series 7
Securities Industry Essentials
FINRA License
Life & Health Insurance License
Office phone management

Full Job Description

Overview:

UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team in Madison!

Do you have a passion for providing exceptional customer service and delivering quality? Do you have strong organizational, verbal, and written communication skills? Are you looking for an opportunity that has development within the role? If you answered yes to all three questions, then this is the position for you!

At UW Credit Union, we provide meaningful financial services to our members with the honesty and integrity they deserve. As a Client Services Associate, you will be responsible for building relationships, promoting Wealth Management services to UW Credit Union employees, members, and the community at large and providing administrative support to the Wealth Management team.

Responsibilities:

A Day in the Life of a Client Services Associate

Every day will be different but below is a snapshot of what you will do:

Start the day off preparing the office for appointments for the Advisors.
Create a warm and welcoming environment at the front desk of one of our wealth management hubs.
Provide personalized, professional service to all members and representatives in an exceptional manner, seeking out opportunities to exceed member expectations.
Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine servicing activities (ex. tax planning tasks), seminar/webinar support, client events and financial transaction items.
Interact with members in-person and over the phone to review their account status, answer questions and collect information.
Continuously organize and regroup from priority interruptions while completing daily routine tasks.
Manage, direct, and troubleshoot incoming calls from the wealth management group extension.
Make outbound calls regarding various client situations and routine tasks.
Work with multiple Financial Advisors to support sales functions.

Qualifications:

What You’ll Need to Succeed

Associate's degree in buisness, finance or related field required or equivalent work experience.
1+ year of experience in financial services, bank operations and/or client services.
1+ years of customer service experience preferred.
High level of problem-solving skills
Demonstrated experience with inbound and outbound customer/member calls
Efficient, detail-oriented, self-starter, able to work independently and as a member of a team
Licensed in the following or obtain within the 1st year of employment (UW Credit Union will pay for 1-2 rounds of exam fees with the opportunity to receive a recognition bonus for successfully obtaining/having all licenses):
- WI Insurance Life & Health License
- Securities Industry Essentials (SIE)
- FINRA Series 7
- FINRA Series 66

Working at UW Credit Union:

Why work for UW Credit Union?

Join one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:

21.5 days of annual time off (accrued per pay period)
2 weeks paid caregiver leave
2.5 weeks paid new child parental leave
2 days paid volunteer time
10 paid holidays (including your birthday!)
401k company match of up to 5%, plus approximately 4% discretionary match
Variable bonus reward
Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
Employee Assistance Program
And more!

All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category.

Apply Now

Refine Your Search

client services jobs in middleton, wi

Client Services Associate I - Wealth Management Department

Marketing Specialist

Client Service Specialist

Reporting Specialist

Customer Service Account Consultant

Brand Promotions Assistant - Entry Level

Tech Sales Career Shift

Client Services Representative (Temporary)

HCM Benefits Specialist I

Client Services Associate - Middleton, WI

Customer Relations Specialist

Client Advocate I

Customer Service Specialist

Customer Service Representative – Americas

Customer Service Professional

Customer Care Specialist

Client Coordinator

In Home Assessor NEEDED For Home Care Agency In Madison, WI

Customer Success Support Specialist

Customer Service Representative

I want to receive the latest job alert for client services in middleton, wi

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