Top 315 Client service associate Jobs in Appleton, Wi

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
Client Service Associate
Knuth Financial Life Planning —Appleton, WI
- $22.83 - $28.00 an hour
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- 401(k)
Quick Apply
10d
Receptionist (part-time)
Appleton Highland Memorial Park —Appleton, WI
- Part-time
- Serving
- Word processing
- Office
Quick Apply
3d
Team Member - Retail Sales Associate - Store 97: 702 W Northland Ave.
USR Team Franchise of Pet Supplies Plus —Appleton, WI
- Merchandising
- Cleaning
- Guest services
- Employee discount
- Opportunities for advancement
Quick Apply
Part-Time Retail Sales Associate (Dayside Availability)
KOHLS —Appleton, WI
- From $13 an hour
- Part-time
- Writing skills
- 16+ years old
- Communication skills
Part-Time Store Merchandising Associate
KOHLS —Appleton, WI
- From $15 an hour
- Part-time
- Writing skills
- Merchandising
- POS
Operations Associate - Part Time
Sephora —Appleton, WI
- $18.00 - $20.50 an hour
- Part-time
- Sales
- Merchandising
- Ability to lift 50 pounds
- Health insurance
Sales Operations Coordinator
J. J. Keller & Associates, Inc —Neenah, WI
- Online Application
- Hybrid work
- 7 years
- Mid-level
- Office
- Profit sharing
- Paid holidays
8d
Associate Veterinarian
Wrightstown Veterinary Clinic —Wrightstown, WI
- Surgery
- Communication skills
- Entry level
- Continuing education credits
- Paid parental leave
Veterinarian in La Crosse, WI
Thompson Animal Medical Center —Wisconsin
- $95,000 - $140,000 a year
- Email
- Private practice
- Doctoral degree
- In-person
- Health insurance
- Paid time off
Quick Apply
Virtual Design Construction Specialist
August Winter & Sons, Inc. —Appleton, WI
- From $50,000 a year
- Full-time
- Mid-level
- Quality control
- Computer skills
- Health savings account
- Health insurance
Quick Apply
2d
Nurse Practitioner
ComplexCare Solutions —Calumet County, WI
- $2,400 - $10,000 a month
- PRN
- Bilingual
- CPR Certification
- RN License
- Health insurance
- 401(k)
Quick Apply
9d
Nurse Practitioner
ComplexCare Solutions —Outagamie County, WI
- $2,400 - $10,000 a month
- PRN
- Bilingual
- CPR Certification
- RN License
- Health insurance
- 401(k)
Quick Apply
9d
CDL A Truck Driver
US Foods, Inc. —Appleton, WI
- $34.04 an hour
- Overtime
- Customer service
- English
- CDL A
- Employee stock purchase plan
- Disability insurance
Legal Assistant
Sweeney Law Office S.C. —New London, WI
- $21 - $24 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid time off
- Retirement plan
Quick Apply
9h
Lead Field Controls Technician
Thermo Systems LLC —Wisconsin
- Up to $82,000 a year
- Full-time
- Mid-level
- Travel
- US work authorization
- Travel reimbursement
- Tuition reimbursement
Quick Apply
CNC Operator- 1st and 2nd shift available **$4,000 sign-on bonus**
American Custom Metal Fabricating, Inc —Green Bay, WI
- From $25 an hour
- Full-time
- Basic math
- Mid-level
- Forklift
- Health insurance
- Dental insurance
Quick Apply
Quality Assurance Coordinator
Outlook Group LLC —Neenah, WI
- Engineering
- Mid-level
- High school diploma or GED
- Paid holidays
- Disability insurance
Quick Apply
5d
Investment Associate
4 Ten Capital —Appleton, WI
- $50,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
JDA Supply Chain Planning
Sonsoft Inc —Neenah, WI
- Full-time
- Oracle
- 3 years
- Analysis skills
Quick Apply

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client service associate jobs near appleton, wi

Operations Specialist

Private Client Services, LLC
Appleton, WI

Quick Apply

Job Details

Full-time
$53,500 - $62,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance
Flexible schedule
Life insurance

Qualifications

Customer communication
Bachelor's degree
Attention to detail
Client services
Organizational skills
Financial services

Full Job Description

Private Client Services is seeking an experienced Operations Specialist to join our team. The ideal candidate will be responsible for maintaining quality standards while supporting the PCS Operations team in all operations functions resulting in superior service delivery to our clients.

Role & Responsibilities

Establish brokerage and direct accounts within NetX360
Provides general operational processing assistance.
Answers incoming telephone calls from Financial Advisors and Sales Assistants of topics including account details, operational questions, and paperwork processing.
Works with clearing firm, custodians and other external vendors to resolve inquiries as necessary.
Assist the Operations team in developing, planning and coordinating operational activities.
Resolves basic questions. May refer more detailed questions to more senior level representatives or other departments for resolution.
Ensures strict confidentiality of client, firm and associate records.
Serve as a subject matter expert on operational policies and procedures and perform functions such as new account opening, account transfers, money movement, trading, and general account maintenance items, among other functions.
Run daily reports to ensure complete processing of items.

Knowledge, Skills & Abilities

Excellent client service skills.
Strong written and verbal communication skills.
Basic knowledge of financial services industry.
Good organizational skills and attention to detail.
Experience with Pershing/NetX360 preferred.
Solid problem-solving skills.
Proficient in using MS Office.
Docupace experience preferred.

Experience/Education/Licenses:

Bachelor’s degree or equivalent work experience.
3+ years experience in a client services role within the Financial Services industry.
FINRA SIE and Series 7 or the willingness to obtain strongly preferred.

Job Type: Full-time

Pay: $53,500.00 - $62,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Flexible schedule
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Application Question(s):

Have you worked within the financial services industry?

Work Location: Hybrid remote in Appleton, WI 54914

Quick Apply

Refine Your Search

client service associate jobs in appleton, wi

Operations Specialist

Client Service Associate

Receptionist (part-time)

Team Member - Retail Sales Associate - Store 97: 702 W Northland Ave.

Part-Time Retail Sales Associate (Dayside Availability)

Part-Time Store Merchandising Associate

Operations Associate - Part Time

Sales Operations Coordinator

Associate Veterinarian

Veterinarian in La Crosse, WI

Virtual Design Construction Specialist

Nurse Practitioner

Nurse Practitioner

CDL A Truck Driver

Legal Assistant

Lead Field Controls Technician

CNC Operator- 1st and 2nd shift available $4,000 sign-on bonus

Quality Assurance Coordinator

Investment Associate

JDA Supply Chain Planning

I want to receive the latest job alert for client service associate in appleton, wi

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