Top 17 Client services 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
9d
Client Service Associate
Lake Ridge Bank —Middleton, WI
- Weekends as needed
- Computer literacy
- Basic math
- English
ER Client Service Representative
VCA Animal Hospitals —Madison, WI
- Full-time
- Maintenance
- ER
- Entry level
- Health insurance
- Dental insurance
Client Service Representative
VCA Animal Hospitals —Middleton, WI
- Part-time
- Maintenance
- Entry level
- Health insurance
- Dental insurance
Client Specialist
Robert W. Baird —Madison, WI
- Microsoft Excel
- Mid-level
- Office
Client Specialist, Mineral Point Road
Talbots —Madison, WI
- Part-time
- Organizational skills
- Computer skills
- Communication skills
- Store discount
- Referral program
Quick Apply
Client Support Associate - Banking (Title Commensurate with Experience)
Bankers' Bank —Madison, WI
- Full-time
- Office
- Microsoft Office
- Experience equivalent to degree accepted
Quick Apply
Senior Associate - Client Accounting Services
Sorren —Madison, WI
- Full-time
- Management
- CPA
- Customer service
- Paid parental leave
- Paid holidays
Quick Apply
14d
Client Services Representative, Core Tax Services
BDO —Madison, WI
- Full-time
- Research
- Office
- Finance
- Employee stock ownership plan
- Opportunities for advancement
Client Services Manager
Wisconsin Foundation and Alumni Association —Madison, WI
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Inventory management
Client Experience Partner
HEARTLAND BUSINESS SYSTEMS LLC —Sun Prairie, WI
- Full-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Quick Apply
17h

Discover related jobs

Based on your search for client services associate jobs.

Associate Financial Advisor
Edward Jones —Stoughton, WI
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain…
2d
Associate Financial Advisor
Edward Jones —Columbus, WI
As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain…

Show more related jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Client Experience & Sales Associate- Part Time
The Tox Dublin —Dublin, OH
Schedule appointments, manage the front desk, answer phones, and respond to client inquiries. Review incoming leads daily and proactively follow up with…
$16 an hour
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

Show more jobs in cities nearby

I want to receive the latest job alert for client services associate in madison wi

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client services associate jobs near madison wi

Customer Service Representative jobs in Madison, WI

Customer Service Representative jobs in Los Angeles, CA

Client Services Associate jobs in Madison, WI

Client Services Manager jobs in Madison, WI

Client Specialist jobs in Madison, WI

Customer Experience Specialist jobs in Fort Dodge, IA

Customer Experience Specialist jobs in Cocoa, FL

Customer Service jobs in Portland, OR

Work From Home Customer Service jobs in Raleigh, NC

Southwest Airlines Customer jobs in Dallas, TX

Customer Experience Specialist jobs in Saint Petersburg, FL

Customer Experience Specialist jobs in Savannah, GA

Senior Client Services jobs in Norfolk, VA

Senior Client Services jobs in Abington, PA

Client Service Associate jobs in Raleigh, NC

Police Administrative Services jobs in Charlotte, NC

Senior Client Services jobs in Wilmington, NC

Client Relationship Associate jobs in Philadelphia, PA

Patient Access Representative jobs in Chicago, IL

Customer Service Representative jobs in Michigan

Client Services Associate I - Wealth Management Department

UW Credit Union -
Madison, WI

Apply Now

Job Details

Full-time
From $25.46 an hour
9 days ago

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 services associate jobs in madison wi

Client Services Associate I - Wealth Management Department

Client Service Associate

ER Client Service Representative

Client Service Representative

Client Specialist

Client Specialist, Mineral Point Road

Client Support Associate - Banking (Title Commensurate with Experience)

Senior Associate - Client Accounting Services

Client Services Representative, Core Tax Services

Client Services Manager

Client Experience Partner

Discover related jobs

Explore jobs in cities nearby

I want to receive the latest job alert for client services associate in madison wi

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected