Top 19 Client services associate Jobs in Madison Wi

Lending Client Coordinator
Compeer Financial —Prairie du Sac, WI
- $42,300 - $66,600 a year
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Wellness program
- Health savings account
10d
Client Services Associate - Middleton, WI
Savant Wealth Management —Middleton, WI
- $57,000 - $85,500 a year
- Full-time
- Office
- Administrative experience
- US work authorization
- Health savings account
- AD&D insurance
Inside Sales & Customer Account Manager
Pro-Active Engineering, LLC —Sun Prairie, WI
- Full-time
- Microsoft Excel
- Microsoft Outlook
- ERP systems
- Paid holidays
- Disability insurance
Quick Apply
13d
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
Wealth Management Client Service Associate
The QTI Group —Madison, WI
- Full-time
- Mid-level
- Office
- Administrative experience
Quick Apply
Client Service Associate
Lake Ridge Bank —Madison, WI
- Weekends as needed
- Computer literacy
- Basic math
- English
Registered Financial Client Associate
Benjamin F Edwards & Co —Madison, WI
- Full-time
- Research
- Office
- Bachelor's degree
- Profit sharing
- Paid parental leave
Client Service Associate Float
Lake Ridge Bank —Monona, WI
- Weekends as needed
- Computer literacy
- Basic math
- Office
Print Account Manager – Inside Sales & Customer Solutions
AlphaGraphics of Madison-US470 —Madison, WI
- $22 - $35 an hour
- Overtime
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
9d
ER Client Service Representative
VCA Animal Hospitals —Madison, WI
- Part-time
- Maintenance
- ER
- Entry level
- Health insurance
- Dental insurance
Client Experience Partner
HEARTLAND BUSINESS SYSTEMS LLC —Sun Prairie, WI
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Quick Apply
Client Service Representative
VCA Animal Hospitals —Middleton, WI
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Client Service Associate - Senior
Baker Tilly Advisory Group, LP —Madison, WI
- $69,740 - $91,528 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
Quick Apply
4d
Client Specialist
Robert W. Baird —Madison, WI
- Microsoft Excel
- Mid-level
- Office
Senior Associate - Client Accounting Services
Sorren —Madison, WI
- Full-time
- Management
- CPA
- Customer service
- Paid parental leave
- Paid holidays
Quick Apply
Client Specialist, Mineral Point Road
Talbots —Madison, WI
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
10d

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Lending Client Coordinator

Compeer Financial -
Prairie du Sac, WI

Apply Now

Job Details

$42,300 - $66,600 a year
10 days ago

Benefits

Wellness program
Health savings account
AD&D insurance
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Work from home
Parental leave
Employee assistance program
Vision insurance
401(k) 9% Match
Flexible schedule

Qualifications

Office supply management
Data integrity assurance
Managing customer accounts
Sales support
Loan payment processing
Microsoft Excel
Office activity coordination
Loan compliance checks
Microsoft Outlook
Promoting products
Compliance with loan regulations
Account maintenance
Financial transaction processing
Phone communication
Operations coordination
Regulatory compliance
Mail distribution
Scanning
Mid-level
Windows
Accurate transaction records management
Financial issue resolution
High school diploma or GED
Managing clients in a customer support role
Data integrity and documentation
Managing clients in a finance role
Team training
Client services
Mail management
Compliance documentation

Full Job Description

Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.

How we support you:

Hybrid model – up to 50% work from home
Flexible schedules including ample flexibility in the summer months
Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
Learning and development programs
Mentorship programs
Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
Professional membership/certification reimbursement and more!

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.

To learn more about Compeer Financial visit www.compeer.com/careers.

Where you will work: This position is located onsite, primarily working out of the Prairie du Sac, WI office location.

The contributions you will make:

Serves as the first point of contact for clients, building strong relationships by providing exceptional levels of service. Primary responsibilities include monetary accounting activities, addressing client inquiries, resolving issues, maintaining accounts and portfolio servicing. Provides coordination for office operations, including events, in order to create a positive environment for clients and team members.

A typical day:

Client Service

Provides front line customer service to clients, proactively identifying needs and resolving a variety of requests via phone, online and in-person to ensure a positive and consistent experience.
Establishes, develops and maintains a strong relationship with internal and external clients and third parties, acting as a liaison between groups. Provides exceptional service to all clients and a consistent client experience that aligns with the mission and vision of Compeer.
Communicates, collaborates with and provides assistance to other business units and/or teams to meet the needs of internal and external clients.
Educates the team, clients and third parties on basic policies, processes, transactional delivery and servicing.
Takes appropriate steps to help identify and prevent fraud.
Assists Sales Team in determining appropriate client products and delivery tools. Actively promotes the organization's products and services to enhance the relationship and efficiency for the client.
Serves as a back up to the Contact Center when needed.

Loan Servicing

Provides servicing for PCA loan renewals, ensuring accuracy in all transactions. Coordinates and tracks the compilation of documents needed for servicing transactions and scans and indexes documents into systems.
Coordinates, reviews and determines documents needed to perfect Compeer's required lien position on servicing transactions.
Ensures loan transactions are completed within policy and compliance guidelines. Interprets internal credit summaries and loan documents to perform servicing tasks and escalates issues to appropriate department (e.g. sales, credit, loan accounting, client or third party) when further action is needed.
Initiates loan renewals and servicing updates with loan accounting and tracks, monitors and ensures necessary corrections are made for system accuracy. Reviews and completes maintenance in response to a variety of daily and monthly client reports to promote data integrity.
Prepares and delivers a variety of legal documents to clients on a timely basis to meet regulatory and compliance requirements.
Accurately processes receipts, disbursements and maintenance to client accounts, including initiating electronic payments and reconciling payments and disbursements. Researches client transactions and resolves issues. Assists with follow up on delinquent accounts.
Keeps current on related process, procedure and organizational updates.

Office Support

Provides office coverage during normal business hours to meet the needs of clients at location.
Coordinates team member and/or client events and manages related invoices and requests. Serves as an Office Ambassador.
Manages day-to-day administrative office duties, including processing incoming and outgoing mail; coordinating team member equipment check out; and ordering and storing supplies (e.g., paper, coffee, pop and Compeer literature) for location.
Acts as the point of contact for building maintenance and cleaning issues.

The skills and experience we prefer you have:

High school diploma or GED.
Entry-level client service experience, preferably in a financial institution.
Ability to work in a collaborative team environment and adhere to larger organizational goals, mission and vision.
Keen eye for detail, ensuring accuracy and compliance in all documentation and processing steps.
Strong organizational and communication skills.
Adaptable to changing priorities and situations and the ability to multi-task in a fast-paced environment.
Effective conflict resolution skills.
Ability to prioritize client needs and work diligently to offer solutions that are both effective and timely.
Proficient in Windows environment using Microsoft Word, Excel and Outlook and ability to learn/use new systems (e.g. loan origination), applications and other related technology products.

#IND200

How we will take care of you:

Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.

Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.

Click here to view federal employment laws applicable for applicants.

Apply Now

Refine Your Search

client services associate jobs in madison wi

Lending Client Coordinator

Client Services Associate - Middleton, WI

Inside Sales & Customer Account Manager

Associate, Client Service - Wealth Mgmt (Hybrid)

Wealth Management Client Service Associate

Client Service Associate

Registered Financial Client Associate

Client Service Associate Float

Print Account Manager – Inside Sales & Customer Solutions

ER Client Service Representative

Client Experience Partner

Client Service Representative

Client Service Associate - Senior

Client Specialist

Senior Associate - Client Accounting Services

Client Specialist, Mineral Point Road

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