Top 17 Client services associate Jobs in Madison Wi

Client Service Associate
Lake Ridge Bank —Middleton, WI
- Weekends as needed
- Computer literacy
- Basic math
- English
Client Service Representative
VCA Animal Hospitals —Middleton, WI
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
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
9d
Client Specialist
Robert W. Baird —Madison, WI
- Microsoft Excel
- Mid-level
- Office
ER Client Service Representative
VCA Animal Hospitals —Madison, WI
- Full-time
- Maintenance
- ER
- Entry level
- Health insurance
- Dental insurance
Senior Associate - Client Accounting Services
Sorren —Madison, WI
- Full-time
- Management
- CPA
- Customer service
- Paid parental leave
- Paid holidays
Quick Apply
14d
Client Services Manager
Wisconsin Foundation and Alumni Association —Madison, WI
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Inventory management
Client Services Representative, Core Tax Services
BDO —Madison, WI
- Full-time
- Research
- Office
- Finance
- Employee stock ownership plan
- Opportunities for advancement
Client Experience Partner
HEARTLAND BUSINESS SYSTEMS LLC —Sun Prairie, WI
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Quick Apply
14h
Client Support Associate - Banking (Title Commensurate with Experience)
Bankers' Bank —Madison, WI
- Full-time
- Office
- Microsoft Office
- Experience equivalent to degree accepted
Quick Apply
Client Specialist, Mineral Point Road
Talbots —Madison, WI
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
Client Integration Specialist (Pharmacy Benefits)
Ventegra —United States
- $28 - $32 an hour
- Full-time
- Customer service
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
14d

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Administrative Assistant
Retirement Income Planning, LLC —Madison, WI
Answer incoming calls and transfer all calls to the appropriate personnel. Perform other clerical duties such as filing, photocopying, collating, faxing etc.
$47,000 - $52,000 a year
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Administrative Assistant
Flad Architects —Madison, WI
May include arranging conference and Teams calls. Strong attention to detail with analytical, technical, and organizational skills.

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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We aim to provide the best client experience possible through setting and then exceeding client…
$60,000 - $70,000 a year
Quick Apply
Client Relations Specialist - Fast Track Opportunity to Freight Broker
C.H. Robinson —Grandview Heights, OH
In this role you will engage with peers in-office four days a week, igniting creativity and driving impactful results. 401(k) with 6% company matching.
$19.23 - $38.47 an hour

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Client Service Associate

Lake Ridge Bank -
Middleton, WI

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Job Details

Full-time

Qualifications

Computer operation
Computer literacy
Basic math
English
High school diploma or GED
Computer skills

Full Job Description

Description:

Lake Ridge Bank is looking for a motivated individual to join our team as a Client Service Associate! The Client Service Associate (Teller) provides extraordinary service to internal and external clients with every interaction. They will engage clients in meaningful conversations while performing a variety of banking transactions with a high degree of accuracy. The individual in this position listens and promptly responds to client inquiries, seamlessly refers additional business to the Personal Bankers, and adheres to all established Lake Ridge Bank policies, procedures and regulations. Under direction from the Retail Manager, the Client Service Associate works to achieve their targeted level of transaction accuracy, service delivery, and sales. This is a full-time position, and your hours will be scheduled between 7:45am – 5:30pm Monday through Friday and may work a Saturday rotation from 8:45am-11:15am.

Essential Responsibilities

Ensure a positive interaction with internal and external clients on the phone and in person.
Provide a variety of account services to consumer and business clients, including: processing deposits, processing loan payments, cashing checks, withdrawing cash, and selling related check items.
Record all transactions accurately and efficiently in accordance with Lake Ridge Bank policies and procedures.
Responsible for researching and resolving all teller transactions when potential errors are identified and communicating with affected clients.
Act as a trusted advisor by consistently educating clients about Lake Ridge Bank products and services and referring additional business to the Personal Bankers and other areas.
Utilize bank technology to track all sales & referrals
Maintain a professional work area by keeping the teller station clean, filled with supplies and organized with all personal belongings out of sight from clients.
Demonstrate a high level of teamwork and actively participate in branch meetings and trainings.
Protect all confidential information obtained on the job by safeguarding it when in use, filing it properly when not in use, disposing of it properly and discussing it only with those who have a legitimate business need to know.

Other Responsibilities

Complete all annual security and compliance training as required in a timely manner
Adhere to Bank Security guidelines for CSA area including but not limited to cash limits, proper customer identification, opening/closing procedures, etc.
Maintain confidentiality of client information at all times
Actively participate in bank and department meetings
Participates in community involvement/bank activities as appropriate
Performs all other duties as assigned or requested

Requirements:

High school diploma or equivalent; actively working on high school diploma
Cash handling experience is highly preferred
Excellent interpersonal and communication skills including verbal/written communication and listening skills
Demonstrated problem solving skills with the ability to make good decisions
Contributes to a strong team environment by working well with others and proactively helps others when needed
Ability to put forth the extra effort necessary to make the office a successful operation: (i.e. working additional hours that requires evenings and weekends)
Basic math competency: addition, subtraction, multiplication, division
Basic computer skills with the ability to learn new programs/technology
Knowledge of general office equipment
Ability to speak, read, write and understand English well
Must be willing and able to participate in community functions where the office is involved
Ability to represent the organization in a professional positive manner

Lake Ridge Bank values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer.

Consistent with Lake Ridge Bank's commitment to employ and advance qualified individuals with disabilities, Lake Ridge Bank provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, providing documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter. If an individual needs reasonable accommodations to apply or perform a job here at Lake Ridge Bank, please contact Human Resources at (608) 849-2700 or email us.

Apply Now

Refine Your Search

client services associate jobs in madison wi

Client Service Associate

Client Service Representative

Client Services Associate I - Wealth Management Department

Client Specialist

ER Client Service Representative

Senior Associate - Client Accounting Services

Client Services Manager

Client Services Representative, Core Tax Services

Client Experience Partner

Client Support Associate - Banking (Title Commensurate with Experience)

Client Specialist, Mineral Point Road

Client Integration Specialist (Pharmacy Benefits)

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