Jobs
>
Waunakee

    Client Services Associate - Waunakee, United States - The QTI Group

    The QTI Group
    The QTI Group Waunakee, United States

    2 weeks ago

    Default job background
    Accounting / Finance
    Description

    Summary:

    We've partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, WI Monday-Friday 8:00 a.m. – 4:30 p.m. Pay is $60,000+/year based on experience. Competitive benefits offered.

    Responsibilities:

    • Ensure clients receive professional service and timely responses to requests
    • Serve as initial point of contact in office as well as via phone and email
    • Identify needs and respond with appropriate information
    • Coordinate client and firm events to meet desired objectives
    • Support daily office operations
    • Adhere to confidentiality, security, and privacy protocols

    Qualifications:

    • Associate or Bachelor's degree in Finance, Business, or related field preferred
    • 2+ years of related experience
    • Licensed: Series 65 or Series 66 within 6 months of employment
    • Proficiency in Microsoft Office Suite
    • Strong communication and interpersonal skills to work with diverse group of people and businesses
    • Strong basic math skills
    • Ability and willingness to quickly learn information, and work with little supervision
    • Ability to maintain confidentiality of both client and staff information


  • 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 ...


  • 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 ...


  • The QTI Group Waunakee, United States

    Summary: · We've partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). This role will operate ...


  • Bruker Madison, United States

    Overview: · **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 ...


  • The QTI Group Waunakee, United States

    Summary: · We've partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate This is an exciting opportunity to grow in the wealth management arena and into a Financial Advisor (upon completion of Series 65 or 66). This role wil ...


  • The QTI Group Waunakee, United States

    Summary:We've partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate This is an exciting opportunity to grow in the wealth management arena and into a Financial Advisor (upon completion of Series 65 or 66). This role will op ...


  • 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 ...

  • Eastern Bank

    Service Associate I

    1 week ago


    Eastern Bank Stoughton, United States

    S · 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 ...


  • SSM Health Baraboo, United States

    **It's more than a career, it's a calling.** · WI-SSM Health St. Clare Meadows Care Center · **Worker Type**: · Regular · **Job Summary**: · Prepares labels and adheres them to residents' personal clothing items. Completes and files clothing inventory sheets for residents. Return ...


  • Lake Ridge Bank Waunakee, United States Full time

    At Lake Ridge Bank, we are focused on the community and we are seeking a service-oriented professional to join our Waunakee team as a full-time Client Service Associate (CSA) The Client Service Associate engages clients in meaningful conversations while performing a variety of ba ...


  • Lake Ridge Bank Waunakee, United States Full time

    Lake Ridge Bank is seeking a service-oriented professional to join our Waunakee team as a full-time Client Service Associate (CSA) The Client Service Associate engages clients in meaningful conversations while performing a variety of banking transactions with a high degree of acc ...


  • LAKE RIDGE BANK Waunakee, United States Full time

    Overview · Lake Ridge Bank is seeking a service-oriented professional to join our Waunakee team as a full-time Client Service Associate (CSA) The Client Service Associate engages clients in meaningful conversations while performing a variety of banking transactions with a high d ...


  • LAKE RIDGE BANK Waunakee, United States Full time

    Overview: · At Lake Ridge Bank, we are focused on the community and we are seeking a service-oriented professional to join our Waunakee team as a full-time Client Service Associate (CSA) The Client Service Associate engages clients in meaningful conversations while performing a ...


  • HUB International Waunakee, United States

    Please note, this is a hybrid role reporting into our Waunakee or Waukesha, WI office 3 days per week and remote 2 days per week. · About HUB · In a rapidly changing world, HUB advises businesses and individuals on how to prepare for the unexpected. As one of the world's largest ...


  • Heunets Inc. Waunakee, United States

    Skillsets required: · - Desktop Support: Technical assistance provided to computer users. Resolving trouble tickets, managing incidents, and documenting solutions. · - Azure: A cloud computing platform that offers a range of services for computing, storage, and networking. · - Sh ...


  • TruStage Waunakee, United States

    At TruStage, we're on a mission to make a brighter financial future accessible to everyone. We put people first, and work hand in hand with employees and customers to create a diverse and inclusive environment. Passionate about building insurance, investment and technology soluti ...


  • GFL Environmental Waunakee, United States

    Front-End Drivers operate front-end trucks that provide services to a variety of multi-family residential and commercial routes removing and transporting waste or recyclables in fulfillment of customer contracts. This position will service multiple customers per day according to ...


  • Velocity Enterprises Waunakee, United States

    About the Company · For over 30 years, InterConnect has been all about IT: As a system house, we support our customers with IT services and our IntelliOnline software simplifies the work of associations and organizations. · What sets us apart: a friendly team, a respectful work a ...


  • Superpumper Sun Lakes, United States

    Become a Convenience Store Clerk in a great environment W · Our stores provide a clean and friendly place to earn a good wage. · Superpumper is a company with great upward mobility potential. Nearly all of our in store management started with us as clerks. · *Must be at least 18 ...


  • HUB International Waunakee, United States

    Position Summary · Surplus line taxes are a conglomerate of legal, accounting, and public relations knowledge. There are several duties a Surplus Lines Tax Associate must perform to succeed in their role. The Surplus Lines Tax Associate position involves: · Reconciliation of surp ...