Client Services Specialist for Financial Advisors
Stifel
Stifel in Mequon is looking for a Client Services Associate to assist Financial Advisors with administrative support and client account maintenance. This role requires strong communication, time management, and customer service skills, as well as proficiency in Microsoft Office applications. Candidates should have at least a High School Diploma and 2 years of clerical experience. Stifel offers a comprehensive benefits package including health care, 401(k), and paid time off. #J-18808-Ljbffr Stifel
$60k - $100k
A leading financial services firm in Mequon, WI is seeking a Financial Services Representative to assist customers in financial planning and portfolio management. The ideal candidate should have over 3 years of experience in financial services and possess necessary FINRA...SuggestedFlexible hours- ...Associates is a growing financial planning firm focused... ...and an ultimate client experience. As we continue... ...The Client Experience Specialist will be responsible for... ...administrative, and client service functions that support... ...our Financial Advisors to remain focused on serving...SuggestedWork at officeMonday to Thursday
- A leading family-owned financial institution in Wisconsin seeks a Relationship Banker to provide exceptional client service while managing a portfolio of clients. The role focuses on advising clients on deposit and loan products, emphasizing personalized service and business...Suggested
$20.25 - $24.75 per hour
...Client Relationship Consultant Sign-On Bonus $750 Client Relationship Consultants... ...available deposit and loan products and services, and recommending solutions based on each... ...asking questions and learning about their financial needs, and banking channel preferences....SuggestedTemporary workRelocation package$16 per hour
...Veterinary Referral Center Ozaukee, WI is hiring a full-time Client Care Specialist to join our Client Care team on first shift! WVRC believes... ...compassion, attention, and the highest level of client service. Schedule and Compensation Hourly pay starts at $16/hr and...SuggestedHourly payFull timeTemporary workLocal areaFlexible hoursShift workWeekend workDay shiftWeekday work- Bank of Montreal in Mequon is seeking a Retail Banking Sales & Service representative to provide exceptional service to customers. You will engage in needs assessments to offer tailored financial solutions, ensuring a personalized banking experience. The ideal candidate...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your... ...Funding • Investment & Advisory Services • Trust Services • Retirement Solutions...Work at office$61k - $250k
Become a financial advisor at Northwestern Mutual in Mequon, Wisconsin. This role involves growing a client base, managing financial plans, and achieving goals through personalized service. Compensation ranges from $61,000 to $250,000 per year with comprehensive training...$41.71k - $65k
...Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers... ...provides advice and guidance regarding financial solutions that are in the best interests... ...small business solutions). * Offers clients advice and guidance on available digital...Contract workPart timeLocal areaImmediate startDay shift- ...so you can succeed, even without prior banking experience. Get to know us by visiting We are seeking a full-time Customer Service Representative I to join our team at the Cedarburg branch. As a CSR I, you'll greet customers, handle everyday transactions...Full time
- ...Under minimal supervision, candidate will interact with MWL clients to service warehouse lines of credit and perform back office, internal,... .... About Us First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities...Contract workWork experience placementLocal area
- Bank-Five-Nine in Mequon, WI is seeking a Universal Banker II to enhance customer satisfaction through exceptional service and unique financial solutions. This full-time role emphasizes the establishment of meaningful banking relationships while providing account servicing...Full time
- Client Overview Our client is one of the top lending institutions in the USA. Over the past 8 years, we have assisted this client in the hiring of 250+ experienced Financial Advisors to their platform. Highlights: The average investment revenue of our placed candidates...
- ...exciting expansion ahead, now is the perfect time to join SiteOne and grow Stronger Together™! Position Overview Our Customer Sales & Service Representatives are knowledgeable, energetic and consistently deliver the best overall customer experience. To succeed in this role...Minimum wageTemporary workLocal area
$16 per hour
...Veterinary Health in Mequon, WI is looking for a full-time Client Care Specialist to join the Client Care team. The role involves welcoming clients... ...documents and medical records, and ensuring exceptional service. Strong interpersonal skills and the ability to multitask...Full time$25 - $27 per hour
...Experience: Associate's degree preferred Minimum of one (1) year of experience in administrative, sales support, or customer service role Skills & Competencies: Strong communication and interpersonal skills with a customer-focused approach Ability to...Hourly payWork at office- ...Job Description Job Description The Customer Service and Sales Agent at Cedar Gill is responsible for meeting directly with small... ...our business services clearly and professionally Understand client goals and recommend tailored our solutions Build and maintain...Work at officeMonday to Friday
- Sherwin-Williams seeks a Customer Service Specialist in Mequon, WI. The part-time role focuses on providing excellent service to customers, resolving concerns, and meeting sales goals. Ideal candidates will be at least 18, possess a valid driver’s license, and be able...Part timeWeekend workAfternoon shift
$18.3 per hour
...Job Title Customer Service Specialist Location Store #3165, 6027 W. Mequon Road, Mequon... ...any customer concerns and ensure maximum client satisfaction as well as stay up-to-date... ...to provide a payment, ask for financial information, or sensitive personal information...Hourly payContract workPart timeFor contractorsWork experience placementLocal areaRelocation packageAfternoon shift- ...experience. + Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Customer Experience + Engages customers and patients by greeting them and offering assistance with products and services. Resolves...Hourly payPart timeWork experience placementSeasonal workWork at officeLocal areaFlexible hoursShift workAfternoon shift
$61k - $250k
Join Northwestern Mutual as a financial advisor in Germantown, Wisconsin. This unique opportunity allows you to help clients with financial planning, offering a compensation range between $61K and $250K per year based on performance. Ideal candidates will have a Bachelor...- ...experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and federal regulations, assists the pharmacist, under direct supervision, in the practice of pharmacy...Work experience placementSeasonal workLocal areaImmediate startFlexible hoursShift workAfternoon shift
$18.3 per hour
...on relevant experience Customer Service Specialists work closely with wholesale and retail... ...customer concerns and ensure maximum client satisfaction as well as stay up-to-date... ...candidate to provide a payment, ask for financial information, or sensitive personal...Contract workPart timeFor contractorsWork experience placementLocal areaAfternoon shift$41.71k - $65k
...Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers... ...provides advice and guidance regarding financial solutions that are in the best interests... ...small business solutions). * Offers clients advice and guidance on available digital...Contract workPart timeLocal areaImmediate startDay shift$16 - $22.95 per hour
...technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We... ...-driven team that blends advanced technology with real-world service to create exceptional patient experiences. As a Customer...Hourly payFull timePart timeReliefLocal areaShift work$17.45 - $19.5 per hour
...Contact Center - Member Service Representative Launch a customer service career in banking & financial services Are you looking for a rewarding customer service career, an entry-level opportunity in banking and financial services, or a chance to grow with an organization...Hourly payFull timeVisa sponsorship- ...experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. In accordance with state and federal regulations, assists the pharmacist, under direct supervision, in the practice of pharmacy...Hourly payPart timeWork experience placementSeasonal workWork at officeLocal areaImmediate startFlexible hoursShift workAfternoon shift
- ...experience. Registers sales on assigned cash register, provides customers with courteous, fair, friendly, and efficient checkout service. Customer Experience Engages customers and patients by greeting them and offering assistance with products and services....Work experience placementSeasonal workLocal areaFlexible hoursShift workAfternoon shift
$18.3 per hour
...Pay: $18.30/hr or based on relevant experience Customer Service Specialists work closely with wholesale and retail customers to... ...to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features...Part timeFor contractorsWork experience placementAfternoon shift$14 - $18 per hour
Tractor Supply Cashiers and Customer Service Associates operate the register, assist customers with purchases and product questions, restock shelves, help maintain store cleanliness, assist with returns and exchanges, and support general store operations. This position...Hourly payFull time
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