Customer Service Assistant

$19.81 - $24.04 per hour

Bank of Luxemburg

Customer Service Assistant

Luxemburg Main - Luxemburg, WI 54217

Salary Range $19.81 - $24.04 Hourly Position Type Full Time Job Shift Day Travel Percentage None Category Admin - Clerical

Description

Bank of Luxemburg is excited to announce an opening on our Legacy Financial Services team due to an internal promotion — a reflection of our commitment to employee growth and the strength of our award‑winning culture. As a two‑time Top Workplace, we proudly serve our community with a mission To Have a Positive Impact on People's Lives, and we're looking for someone who shares our passion for service, teamwork, and continuous improvement.

As part of Legacy Financial Services—Bank of Luxemburg's investment services team—you'll help deliver a seamless, supportive experience for clients while strengthening advisor relationships and internal processes. This role supports our Financial Advisors and serves customers with professionalism, accuracy, and genuine care.

What You'll Do

You'll support advisors, assist customers, and manage essential administrative processes that keep our investment services running smoothly.

Support advisor appointments by preparing reviews, forms, and summaries
Open and maintain accounts for individuals, trusts, and employer plans
Follow up with clients when paperwork is missing or rejected
Coordinate monthly reports including cash balance, payroll, and P&L
Assist with client inquiries in person and by phone

Qualifications

What You Bring

Someone who is detail‑oriented, organized, and committed to delivering outstanding customer service.

Customer service strength with a friendly, professional demeanor
Time‑management skills and comfort working within deadlines
Tech proficiency including Word, Excel, CRM systems
Problem‑solving ability and independence
Team collaboration with advisors and colleagues

Why Bank of Luxemburg

We're a community‑focused financial institution committed to transparency, teamwork, and service. As a Top Workplace, we invest in our employees' growth and well‑being. We offer:

Comprehensive insurance including health, dental, vision, disability, life, pet insurance and more
Competitive pay and paid time‑off
Paid volunteer time to support local causes
Professional development and advancement opportunities
Community‑driven culture rooted in our mission

Apply

Vacancy posted 13 hours ago

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