- Downtown Madison, WisconsinResponsibilities: Provide a high level of customer service and guidance to clients by managing client inquiries and requests regarding account information and reporting.
-
Environmental Services Associate
3 weeks ago
SSM Health Madison, United States**It's more than a career, it's a calling.** · WI-SSM Health Dean Medical Group Madison North High Point · **Worker Type**: · Regular · **Job Summary**: · Cleans patient rooms, offices, classrooms, work areas and public areas as assigned and according to proper processes, procedu ...
-
Pt Customer Service Associate
2 weeks ago
Hannaford China, United States**Address**:USA-ME-China-33 Hannaford Drive · **Store Code**:Store 08287 Customer Service · Hannaford Supermarkets started out as a fresh produce vendor in Portland, Maine way back in 1883, and is still connected to those early roots as a local market. Hannaford actively seeks o ...
-
Service Agreement Sales Associate
1 day ago
Bruker Madison, United StatesOverview: · **About Bruker** · Today, worldwide more than 8500 employees are working on this permanent challenge at over 90 locations on all continents. Bruker continues to build upon its extensive range of products and solutions, its broad base of installed systems and a strong ...
-
Environmental Services Associate, Floor Care
3 weeks ago
SSM Health Madison, United States**It's more than a career, it's a calling.** · WI-SSM Health West Beltline · **Worker Type**: · Regular · **Job Summary**: · Maintains floor surfaces and stairwells, including but not limited to the following: sweeps, mops, buffs, polishes, scrubs, strips, vacuums, spot cleans, a ...
-
Client Services Associate
3 weeks ago
Premier Path Wealth Partners Madison, United StatesAbout the job · The Client Service Associate (CSA) is a client-facing role responsible for maintaining, deepening, and enriching relationships, serving as the primary point of contact for all service-related needs of a Premier Path Wealth Partners client. When needed, the CSA wil ...
-
Client Service Associate
3 weeks ago
The QTI Group Madison, United StatesSummary · The QTI Group is partnering with Resonant Capital Advisors to hire a Client Service Associate (CSA) to join their team. Resonant Capital Advisors is a privately held, innovative, and growing Registered Investment Advisor (RIA) firm that provides planning, investment, an ...
-
Customer Service Associate
3 weeks ago
Myhaus Madison, United States**Customer Service Associate** · Madison, WI Full Time As a Customer Service Associate youll provide outstanding support and customer service to our account managers, agents, and clients. Your analytical skills, attention to detail, and courteous service sets you apart as a prof ...
-
Client Services Associate
4 weeks ago
The QTI Group Madison, United StatesThe QTI Group is partnering with Resonant Capital Advisors to hire a Client Service Associate (CSA) to join their team. Resonant Capital Advisors is a privately held, innovative, and growing Registered Investment Advisor (RIA) firm that provides planning, investment, and advisory ...
-
Customer Service Associate
3 weeks ago
Jaeckle Distributors Madison, United StatesWe are currently looking for a great Customer Service Associate to join our team · Compensation and Benefits: · Pay Rate: $ $20.00 · Work Schedule: Monday - Friday 8:30AM -5:00PM · Medical, Dental & Vision · PTO, Sick and Paid Holidays · Employer-Paid Life Insurance · 401k ...
-
donor services associate
2 weeks ago
InterVarsity Christian Fellowship Madison, WI , USA, United StatesDonor Services Associate · Work Location: · Madison, WI - National Office · Schedule: · Part time · To advance the purpose of InterVarsity, this position will work on a highly interdependent team environment to administer prompt and accurate processing of donations; providing fir ...
-
Customer Service Associate
3 weeks ago
The QTI Group Madison, United States**LOCATION:** Madison, WI **Summary:** If you possess excellent written and verbal communication skills and are detail-oriented, this may be your next career opportunity The QTI Group is assisting our client, a designer and manufacturer of fixtures, in recruiting to hire a **Cust ...
-
Customer Service Associate
2 weeks ago
Middec Inc Madison, United StatesJob Description · Job DescriptionWe are seeking a Full Time Seasonal Customer Service Associate to join our team MUST be able to multi-task in a fast paced environment. Saturday availability REQUIRED. You will be responsible for helping customers by providing product and service ...
-
Customer Service Associate
3 weeks ago
Wisconsin Auto Title Loans Madison, United StatesJob Scope: · Start your career in the consumer finance industry with an industry leader. We give you the skills and experience needed to begin a solid professional career in the Title, Payday and Signature Loan industry. · The role of Customer Service Representative is the firs ...
-
Donor Services Associate
3 weeks ago
Intervarsity Madison, United StatesDonor Services AssociateWork Location:Madison, WI - National OfficeSchedule:Part timeTo advance the purpose of InterVarsity, this position will work on a highly interdependent team environment to administer prompt and accurate processing of donations; providing first-class custom ...
-
Customer Service Associate
3 weeks ago
Hertz Madison, United StatesJob Description · The Customer Experience Specialist provides customer service that is above and beyond for customer satisfaction and retention creating a culture of empowerment for employees to provide excellent customer service. Responsible for first contact resolution and the ...
-
Service Associate I
1 week ago
Eastern Bank Stoughton, United StatesS · ervice Associates are skilled in the duties of both a Customer Service Representative (sales on the platform), and Teller (transactions at the teller line). M · **ajor Responsibilities: W** · **orks toward achieving specific individual sales and service goals through the foll ...
-
Customer Service Operations Associate
2 weeks ago
Wolters Kluwer Madison, United StatesThe Customer Service Operations Associate ("CSOA"), a role within the Account Services Department, has two primary responsibilities. First, for any renewal filing, the CSOA is responsible for outreach to various licensing agencies to obtain the form/notice needed to renew a parti ...
-
Associate Field Service Engineer
2 weeks ago
Danaher Corporation Madison, United StatesDanaher Corporation · Associate Field Service Engineer - Madison WI · in · Madison , · Wisconsin · Wondering what's within Beckman Coulter Diagnostics? Take a closer look. · At first glance, you'll see that for more than 80 years we have been dedicated to advancing and optim ...
-
Associate Field Service Engineer
2 weeks ago
Danaher Corporation Madison, United StatesWondering what's within Beckman Coulter Diagnostics? Take a closer look. · At first glance, you'll see that for more than 80 years we have been dedicated to advancing and optimizing the laboratory to move science and healthcare forward. Join a team where you can be heard, be sup ...
-
Associate Field Service Engineer
3 weeks ago
Danaher Corporation Madison, United StatesWondering what's within Beckman Coulter Diagnostics? Take a closer look.At first glance, you'll see that for more than 80 years we have been dedicated to advancing and optimizing the laboratory to move science and healthcare forward. Join a team where you can be heard, be support ...
Client Service Associate - Madison, United States - The QTI Group
Description
SummaryThe QTI Group is partnering with Resonant Capital Advisors to hire a Client Service Associate (CSA) to join their team.
Resonant Capital Advisors is a privately held, innovative, and growing Registered Investment Advisor (RIA) firm that provides planning, investment, and advisory services to individual and institutional clients.
Bring your financial services or fiduciary client service industry experience here and enjoy tremendous opportunity for career development as the firm continues to growIn this newly created role, the CSA will work directly with a talented and experienced Client Service Team to provide support to clients and investment advisors within the firm.
The CSA will be involved in all non-investment and advisory elements of the client's experience from account-opening to custodial interactions through to money movement and reporting.
Location:
In-office
Complete tasks related to client onboarding, including opening of new accounts, updating cost basis, reconciling account information, processing transactions, and coordinating document collection and transfer between clients, the advisors, and custodians.
Monitor new accounts for accuracy and timeliness on custodial platforms.Process new contributions and redemptions across qualified and non-qualified accounts.
Set up client portal access in Addepar and ShareFile and orientate client to varied reporting system.
Document client service activity in Salesforce, while assisting in the execution of specific service delivery models for clients, including in the implementation of specified technology and tools.
Maintain risk awareness and compliance; identify problems in a timely manner while aligning with standard resolution policy and regulatory procedures.
Demonstrate flexibility and nimbleness in balancing multiple tasks in a fast-paced, ever-changing environment.Experience:
3+ years of experience in client service with an RIA firm or financial advisory practice. Post-secondary degree (2 or 4 years) encouraged but not required. Knowledge of financial services and investments industry.
Experience working within 3rd party custodial platforms is a plusExcellent verbal and written communication required; strong attention to detail.
Strong work ethic, and ability to work both within a team and independently.
Strong computer skills, including Microsoft Office Suite; Salesforce experience is a plus.