Top 10 Client services associate Jobs in Green Bay Wi

Registered Client Associate
Raymond James Financial, Inc. —Green Bay, WI
- Full-time
- Research
- Office
- Math
- Health savings account
- Paid holidays
Client Experience Associate
Renier Hoptopp Law Offices, LLC —De Pere, WI
- $55,000 - $70,000 a year
- Full-time
- Mid-level
- 3 years
- Communication skills
Quick Apply
Client Service Associate (Administrative Assistant)
Legacy Investment Services —Appleton, WI
- $22 - $28 an hour
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Paid holidays
- Paid time off
Quick Apply
6d
Client Care Associate
FOREVER INC. —Hobart, WI
- $17 an hour
- Weekends as needed
- Mid-level
- 3 years
- Continuous improvement
- Opportunities for advancement
Quick Apply
Client Associate
Royal Bank of Canada —Green Bay, WI
- Full-time
- Sales
- Research
- Office
Client Specialist
Robert W. Baird —Green Bay, WI
- Microsoft Excel
- Mid-level
- Office
Registered Wealth Management Client Associate
Bank of America —Green Bay, WI
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
2d
Licensed Client Service Administrator
Thrivent —Appleton, WI
- $60,000 - $70,000 a year
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid time off
- Retirement plan
Quick Apply
2d

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Registered Client Associate
Raymond James Financial, Inc. —Green Bay, WI
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity),…
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Registered Client Associate

Raymond James Financial, Inc. -
Green Bay, WI

Apply Now

Job Details

Full-time

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
Paid time off
Parental leave
Vision insurance
Life insurance

Qualifications

Opening bank accounts
Customer records maintenance
Investment advisory support
Account maintenance
Phone communication
Spreadsheets
Service scheduling
Filing
Money transfers
Client file management
Series 66
Research
Data summary reports
Meeting scheduling
Managing clients in a customer support role
Client database systems
Series 7
Math
Records management
Bachelor's degree
Task prioritization
Securities Industry Essentials
Industry knowledge of financial regulations
Investment account customer support
Desktop applications
Prospecting
Relationship management
CRM system proficiency
Productivity software
Handling account queries

Full Job Description

Job Description Summary

Families don’t have to be people who live together or are related to one another. They are people who are there for each other, helping to plan together, and looking forward to sharing in each other’s achievements.

At ZK Financial Group, we are seeking a Registered Client Associate to be part of our family. The ideal candidate has strong communication skills, experience working in the financial industry, and is detail oriented. Additionally, you must love dogs! (Yes, we said dogs; our office is dog friendly.)

Job Description

Essential Duties and Responsibilities

Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients

Work both independently and within a dynamic team environment to provide administrative support to the financial advisors and branch office

Open new client accounts, process money movement, and research information as needed

Ensure client paperwork and documentation is accurate prior to submission and processing. Follow up to ensure accurate completion

Prepare letters, forms, and reports to assist with servicing existing clients and prospecting for new clients

Prepare various business summary reports and client-specific reporting as needed for review by the financial advisor

Create and maintain records and files utilizing Client Relationship Management (CRM) software

Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on industry policies and procedures

Performs other duties and responsibilities as assigned

Knowledge, Skills, and Abilities

Knowledge of

Company’s working structure, policies, mission, and strategies

General office practices, procedures, and methods

Basic investment concepts, practices and procedures used in the securities industry

Financial markets, products and industry regulations

Skill in

Client Relationship Management (CRM) software

Microsoft Office

Effective communication (in-person, virtual, phone and mail)

Ability to

Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases

Analyze and research account information

Organize, manage, and track multiple, detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced, task-oriented work environment

Take initiative and proactively follow up on submitted items to ensure completion; resolve errors, questions or concerns

Handle stressful situations and provide a high level of customer service in a calm and professional manner

Analyze problems and establish solutions in a fast-paced environment

Use mathematics sufficient to process account and transaction information

Use appropriate interpersonal styles and communicate effectively

Work both independently and as part of a team

Provide a high level of customer service

Licenses/ Certifications: SIE, Series 7, 66, or equivalent – or willing to obtain in stated period

Education: Bachelor’s degree preferred

Experience: 2+ years of industry experience

Workstyle: Onsite

Travel: None required

Benefits: Medical + HSA Contribution, Retirement + Match, PTO + Market Holidays

Zuehlke Karcz Financial Group and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes, but is not limited to, Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.

PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.

Education

Bachelor’s

Work Experience

General Experience - 3 to 6 years

Certifications

Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)

Travel

Less than 25%

Workstyle

Resident

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.

At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.

We expect our associates at all levels to:

Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm

At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.

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Refine Your Search

client services associate jobs in green bay wi

Registered Client Associate

Client Experience Associate

Client Service Associate (Administrative Assistant)

Client Care Associate

Client Associate

Client Specialist

Registered Wealth Management Client Associate

Licensed Client Service Administrator

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