Top 96 Client advisor Jobs in Oshkosh, Wi

Trust Officer - AVP of Personal Trust Administration - Appleton, WI
Fiduciary Partners Trust Company —Appleton, WI
- Full-time
- Microsoft Excel
- CPA
- Writing skills
- Health savings account
- Health insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Oshkosh, WI
- $60,000 - $100,000 a year
- Full-time
- Sales
- Research
- Office
- Paid training
- Health savings account
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Operations Specialist
Private Client Services, LLC —Appleton, WI
- $53,500 - $62,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- 3 years
- Health savings account
- Health insurance
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Mortgage Loan Officer
Summit Credit Union —Fond du Lac, WI
- Mid-level
- Business development
- Opportunities for advancement
Health Insurance Advisor (ACA focus)
5 Star Insurance Group, LLC —Appleton, WI
- $55,000 - $75,000 a year
- Full-time
- Mid-level
- Organizational skills
- In-person
- Profit sharing
- Disability insurance
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Sr. Client Accounting Advisor
Compeer Financial —Fond du Lac, WI
- $42,300 - $73,900 a year
- Hybrid work
- 5 years
- Office
- Analysis skills
- Wellness program
- Health savings account
INSURANCE SERVICES SUPPORT ASSOCIATE
4 Ten Capital —Appleton, WI
- $45,000 - $60,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Health insurance
- Dental insurance
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Wealth Management Trainee (WI)
Bankers Life —Oshkosh, WI
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Salesforce Consumer Goods Cloud Consultant/Functional Lead
Experis —Wisconsin
- $130,000 - $160,000 a year
- Full-time
- Merchandising
- Senior level
- Opportunities for advancement
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Farmers Insurance - Insurance Sales Agent (Paid Training Program - Limited Availability - Slots Filling!)
Marty TeLindert Farmers Insurance —Oshkosh, WI
- $45,000 - $70,000 a year
- Full-time
- Office
- Driving
- Entry level
- Paid training
- Tuition reimbursement
Quick Apply
Commercial & Industrial HVAC Journeyman Technician
Impact Solutions LLC —Appleton, WI
- $52 an hour
- Overtime
- Customer service
- Mid-level
- Residential
Quick Apply
Technical Sales Representative
OEC Graphics, Inc. —Oshkosh, WI
- From $60,000 a year
- Full-time
- Hybrid work
- Business development
- Bachelor's degree
- Continuous improvement
- Health savings account
- Health insurance
Quick Apply
3d
Experienced Vacation Travel Advisor
FOX WORLD TRAVEL INC —Oshkosh, WI
- Extended hours
- Hybrid work
- Mid-level
- Office
- Ability to lift 50 pounds
- Disability insurance
- Dental insurance
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Client Service Representative
Jewelers Mutual Insurance Company, SI —Neenah, WI
- Hybrid work
- Mid-level
- High school diploma or GED
- Continuous improvement
- Paid time off
- 401(k) matching
Quick Apply
CL Insurance Client Service Representative
Jewelers Mutual Insurance Company, SI —Neenah, WI
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
- Paid time off
- 401(k) matching
Quick Apply
Client Service Associate
Knuth Financial Life Planning —Appleton, WI
- $22.83 - $28.00 an hour
- Full-time
- Background check
- Mid-level
- Office
- Paid holidays
- 401(k)
Quick Apply
Vetco Veterinary Clinic Advisor - Training Provided (Driving Role)
Petco —Oshkosh, WI
- Full-time
- Mid-level
- Driving
- In-person
- Health insurance
- 401(k)
Administrative Assistant
Thrivent —Oshkosh, WI
- $18 an hour
- Full-time
- Microsoft Excel
- Office
- Administrative experience
- Paid holidays
- 401(k)
Quick Apply
7d
Financial Services Professional - Hybrid Remote (WI)
Bankers Life —Oshkosh, WI
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Branch Office Administrator
Edward Jones —Fond du Lac, WI
- Full-time
- Computer literacy
- Office
- Communication skills
- Profit sharing
- Health savings account

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Trust Officer - AVP of Personal Trust Administration - Appleton, WI

Fiduciary Partners Trust Company -
Appleton, WI

Quick Apply

Job Details

Full-time

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Customer communication
Teamwork
Customer retention
Doctor of Law (JD)
Bachelor's degree
Organizational skills

Full Job Description

At Fiduciary Partners Trust Company, we believe collaboration, mutual respect, teamwork, and integrity are the foundation of everything we do. We are an independent trust services company that collaborates with financial advisors, attorneys, and their clients. Our team provides clients, their families and professional advisors with exemplary customer service and peace of mind that comes from working with experts in trust administration and trust and estate settlement. At Fiduciary Partners, our partnerships begin with our internal team, and we continually strive to provide our employees with the knowledge, mentoring and training needed to succeed and grow within our company. Here you will find team members committed to working together to serve and support each other, our clients, and our community.

Position Summary

The AVP of Personal Trust Administration will represent Fiduciary Partners as a primary relationship manager. This position will administer a wide range of more complex personal trust accounts, having significant contact with clients and their advisors. This position is ideal for a trust officer with extensive personal trust (or equivalent) account administration experience.

The AVP of Personal Trust Administration’s responsibilities will include:

Representing Fiduciary Partners with professionalism, confidentiality, and friendliness

Acting as the primary contact person for assigned accounts, to include direct contact with clients and advisors
Handling a full range of administrative activities including:

Administering accounts in accordance with the governing instruments and legal and regulatory framework

Opening new accounts (gathering assets; creating synoptic records)
Paying bills, reviewing transactions and outside investment manager statements
Working with trust operations and our trust accounting system
Analyzing trust documents, investment advisor agreements, understanding and applying internal policies and procedures, performing account reviews
Assisting with companywide projects and committees as assigned
Contributing to compliance oversight and client retention, along with developing new trust relationships with clients and professional advisors
Providing mentorship to junior staff in the areas of trust administration, business professionalism, and professional office etiquette

Along with personal trust account administration experience, an ideal candidate will have:

Bachelor’s degree (in relevant field) or equivalent work experience is required; advanced degree or professional certification (CTFA, JD, MBA, CPA, CFP) preferred
8+ years in a Trust Administration Officer or related role
Ability to effectively work independently and as part of a team of professionals to provide outstanding personal trust service
Excellent communication, professionalism, and interpersonal skills.
High attention to administrative details, documentation, and procedures.
Ability to multi-task, with strong organizational and presentation skills.
Self-starter, highly motivated, needs minimal supervision
Assertiveness, strong sense of responsibility and ownership
Experience in high compliance environments, with confidential information.
Working knowledge of financial services and investment concepts
Skilled with all Microsoft Office programs including, but not limited to Word and Excel

Physical Requirements

Ability to remain in a stationary (sitting) position for extended periods of time
Ability to occasionally traverse the office and stand for moderate periods of time
Ability to occasionally move and position materials weighing up to 25 pounds

Mental Demands

The ability to make sound decisions, solve complex problems, and use logical thinking.
The ability to remember processes, maintain focus, and accurately complete tasks with distractions or interruptions.
The ability to effectively exchange accurate information both verbally and in writing with a variety of individuals.
The ability to perform multiple duties simultaneously and meet deadlines, even under pressure.
The ability to maintain a high level of organization, complete tasks with a high degree of accuracy, and exercise independent judgment with minimal management oversight.
The ability to remain poised under all circumstances and work effectively in high-stress situations.

Work Environment

Conventional office environment with a professional atmosphere where clear goals and high standards of performance are the norm. Team members work from private or semi-private offices or workstations, with access to modern amenities and equipment. Our leadership is transparent, and we are committed to providing a stable, ethical, and consistent workplace for all employees

Primary Location ~United States - Appleton, Wisconsin

Schedule ~ Full-time with Benefits (8:30AM – 5:00PM)

Job Type: Full-time

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Paid time off
Professional development assistance
Vision insurance

Education:

Bachelor's (Required)

Experience:

trust administration, banking or financial services: 8 years (Preferred)
Estate Planning: 5 years (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in oshkosh, wi

Trust Officer - AVP of Personal Trust Administration - Appleton, WI

Financial Advisor

Operations Specialist

Mortgage Loan Officer

Health Insurance Advisor (ACA focus)

Sr. Client Accounting Advisor

INSURANCE SERVICES SUPPORT ASSOCIATE

Wealth Management Trainee (WI)

Salesforce Consumer Goods Cloud Consultant/Functional Lead

Farmers Insurance - Insurance Sales Agent (Paid Training Program - Limited Availability - Slots Filling!)

Commercial & Industrial HVAC Journeyman Technician

Technical Sales Representative

Experienced Vacation Travel Advisor

Client Service Representative

CL Insurance Client Service Representative

Client Service Associate

Vetco Veterinary Clinic Advisor - Training Provided (Driving Role)

Administrative Assistant

Financial Services Professional - Hybrid Remote (WI)

Branch Office Administrator

I want to receive the latest job alert for client advisor in oshkosh, wi

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