Top 184 Client associate Jobs in Madison 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
Wealth Management Client Service Associate
The QTI Group —Madison, WI
- Full-time
- Mid-level
- Office
- Administrative experience
Quick Apply
Associate, Client Service - Wealth Mgmt (Hybrid)
NFP Corp —Madison, WI
- $50,000 - $58,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
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
6d
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
7d
Client Service Associate
Lake Ridge Bank —Madison, WI
- Weekends as needed
- Computer literacy
- Basic math
- English
1d
Client Service Associate Float
Lake Ridge Bank —Monona, WI
- Weekends as needed
- Computer literacy
- Basic math
- Office
14d
Registered Financial Client Associate
Benjamin F Edwards & Co —Madison, WI
- Full-time
- Research
- Office
- Bachelor's degree
- Profit sharing
- Paid parental leave
Associate Partnership Solutions Coordinator - University of Wisconsin
LEARFIELD —Madison, WI
- Part-time
- Microsoft Outlook
- Customer service
- Office
- Health savings account
- Paid holidays
2d
Temporary Events Associate
Baker Tilly Advisory Group, LP —Madison, WI
- $20.23 - $49.10 an hour
- Full-time
- Remote
- Customer service
- High school diploma or GED
- Continuous improvement
Quick Apply
14d
Customer Service Operations Associate
Wolters Kluwer —Madison, WI
- $29,200 - $48,900 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Commuter assistance
- Paid parental leave
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
5d
Client Service Representative
VCA Animal Hospitals —Middleton, WI
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Patient Scheduling Representative - Family Medicine
UW Health —Cottage Grove, WI
- $19.59 - $24.01 an hour
- Part-time
- Hospital
- High school diploma or GED
- Business Administration
2d
Client Specialist
Robert W. Baird —Madison, WI
- Microsoft Excel
- Mid-level
- Office
Qa Associate I - Ops
PCI Pharma Services —Madison, WI
- Full-time
- Bachelor's degree
- 1 year
- Entry level
2d
Estate & Move Support Associate
Caring Transitions —Madison, WI
- $17 - $20 an hour
- Part-time
- No experience needed
- Driver's License
- Cleaning
14d
Retail Sales Associate, Hilldale Shopping Center - Part Time
Bluemercury —Madison, WI
- $16.50 - $25.22 an hour
- Part-time
- Inventory management
- High school diploma or GED
- 1 year
- Store discount
- Health insurance
Associate Advisors
Midwest Financial Group —Fitchburg, WI
- Email
- Mid-level
- Office
- Business development
Reset Attendant
Reset Wellness Studio —Madison, WI
- $17 - $18 an hour
- Part-time
- In-person
- Entry level
Quick Apply

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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 associate jobs in madison wi

Client Services Associate I - Wealth Management Department

Wealth Management Client Service Associate

Associate, Client Service - Wealth Mgmt (Hybrid)

Client Services Representative (Temporary)

Client Services Associate - Middleton, WI

Client Service Associate

Client Service Associate Float

Registered Financial Client Associate

Associate Partnership Solutions Coordinator - University of Wisconsin

Temporary Events Associate

Customer Service Operations Associate

Customer Service Professional

Client Service Representative

Patient Scheduling Representative - Family Medicine

Client Specialist

Qa Associate I - Ops

Estate & Move Support Associate

Retail Sales Associate, Hilldale Shopping Center - Part Time

Associate Advisors

Reset Attendant

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