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
- ...Client Experience Specialist Drake & Associates is a growing financial planning firm focused on delivering exceptional guidance... ..., administrative, and client service functions that support the overall... ..., allowing our Financial Advisors to remain focused on serving...SuggestedWork at officeMonday to Thursday
$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$23.75 - $29.03 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...Description Sign-On Bonus $750 Client Relationship Consultants build... ...available deposit and loan products and services, and recommending solutions based on each...SuggestedTemporary workRelocation package$23.75 - $29.03 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...Job Description Sign-On Bonus $750 Client Relationship Consultants build... ...available deposit and loan products and services, and recommending solutions based on each...SuggestedTemporary workLocal areaRelocation package$60k - $100k
...Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient...SuggestedFor contractorsWork at officeFlexible hours- ...Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As a Financial Services Representative - State Farm Agent Team Member with Joe Woelfle - State Farm Agent, you will successfully market the financial...Flexible hours
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...a business where you can help your clients achieve their goals through financial planning... ...Funding · Investment & Advisory Services · Trust Services · Retirement Solutions...Full timeContract workFor contractorsWork 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...- ...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
$19.15 - $21.4 per hour
...Teller/Member Service Representative - Mequon Start Your Financial Services Career with Kohler Credit Union Are you looking for a rewarding customer service career with opportunities for growth in the financial services industry? Kohler Credit Union is looking for...Hourly payFull timeBank staffLocal areaVisa sponsorship- ...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
- 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. Here are a few highlights: The average investment revenue of our placed candidates...
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- ...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
$20.25 - $24.75 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...-all from Day One. Job Description Client Relationship Consultants build... ...available deposit and loan products and services, and recommending solutions based on each...Temporary workLocal area$18.3 per hour
...based 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-... ...candidate to provide a payment, ask for financial information, or sensitive personal...Contract workPart timeFor contractorsWork experience placementLocal areaAfternoon shift- ...Financial Advisor Job Category: Retail Branch Banking Full-Time On-site Germantown, WI 53022, USA Description Duties and responsibilities Develops effective, long term client relationships to provide individual plans focused on overall financial...Full timeWork at officeFlexible hours
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- ...Financial Advisor LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at KOHLER CREDIT UNION in Saukville, WI would allow you to join KOHLER CREDIT UNION as a Financial...Local area
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$1,000 per month
...Northwestern Mutual College Financial Representative Internship... ...network to build your business and client base Develop and execute... ...Financial Representative or Advisor role upon graduation. Qualifications... ...to the best products and services for our clients. Our...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...packaging solutions backed by exceptional service, consistent performance, and a... ...organization. We work closely with our clients to meet tight deadlines and uphold the highest... ...Director of Sales, the Customer Account Specialist serves as a key liaison between customers...Full timeCasual workWork at officeFlexible hours
$16 - $21.1 per hour
...automation, and compassionate human care. At R1, you'll be part of a mission-driven team that blends advanced technology with real-world service to create exceptional patient experiences. As a Customer Service Representative in Patient Registration, you will be the first...Hourly payLocal areaMonday to FridayShift workWeekend work$16 per hour
...Veterinary Client Care Representative Veterinary Client Care Representative | $16/hr + up Depending On Experience | Applicable Shift... ...clients compassion, attention, and the highest level of client service. Benefits of Working at WVRC: Generous benefit...Full timeTemporary workFlexible hoursShift work$16 - $21.1 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 payPart timeReliefLocal areaShift work- ...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
$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...$69k
...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...communication and relationship-building skills Sales or customer service experience is helpful but not required Qualifications...Remote jobWork from homeFlexible hours$18.3 per hour
...based on relevant experience. Customer Service Specialists will work closely with wholesale and... ...customer concerns and ensure maximum client satisfaction, stay up-to-date with product... ...to provide a payment, ask for financial information, or sensitive personal information...Contract workPart timeFor contractorsWork experience placementLocal areaAfternoon shift$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
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