Wealth Management Client Services Associate I
UW Credit Union
UW Credit Union is seeking a Client Services Associate I to join their Wealth Management team in Madison, Wisconsin. In this role, you will deliver exceptional customer service and manage various administrative tasks. You’ll support Financial Advisors and interact with members to exceed their expectations. Applicants should have an Associate's degree or equivalent work experience, with 1+ year in financial services preferred. A competitive benefits package including annual leave, caregiver leave, and a 401k match is offered. #J-18808-Ljbffr UW Credit Union
- UW Credit Union is hiring a Client Services Associate I for its Wealth Management team in Madison, Wisconsin. This role involves providing exceptional customer service, managing administrative tasks, and supporting Financial Advisors. A successful candidate will possess...Suggested
- Overview UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team in Madison! Do you have a passion for providing exceptional customer service and delivering quality? Do you have strong organizational, verbal, and written communication...SuggestedWork experience placementSeasonal workH1bWork at office
- ...for a culture that puts its clients and associates first: a culture where... ...You'll Be Doing The Client Services Associate (NR) assists one... ...or escalated to the Branch Manager; including suspicious client... ...start-up. We are a global wealth management and investment banking...SuggestedWork at office
$50k - $56k
...Client Service Associate Reboot Staff is a dedicated staffing partner committed to connecting talented professionals with organizations that... ...records and assist with service coordination and schedule management. Support the development of client solutions by...SuggestedFull timeWork at office- The Vanguard Group is looking for a Client Service Excellence Center Associate to provide exceptional support to clients as they navigate life-changing financial decisions. Situated remotely in Wisconsin, you'll assist clients with account-related needs via inbound calls...SuggestedRemote job
- Stifel is seeking a Client Services Associate in Madison, Wisconsin, to assist Financial Advisors with the opening and maintenance of client accounts. This role includes performing various clerical functions and providing exemplary customer service. The ideal candidate...Work at office
- ...a professional to provide support in financial planning and wealth management. The role includes assisting Wealth Advisors in market research, managing client relationships, and ensuring exceptional service delivery. The successful candidate will have 3-5 years of relevant...
$120k - $198k
...involved. If you want to make an impact on a global scale, come make a difference at Fiserv. Job Title Client Service Associate Job Description StoneCastle Cash Management (SCCM), a division of StoneCastle Partners, LLC (SCP), is seeking a detail oriented Associate to...Bank staff- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- ...we have an enthusiasm for helping our clients, taking care of our employees, building... ...and delivering extraordinary customer service while maintaining a strong commitment to... ...As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial...
- Drivewyze by Fleetworthy in Madison, Wisconsin, is seeking a dedicated customer service representative to maintain relationships with clients and address inquiries. The role demands excellent communication and multi-tasking skills, as well as familiarity with Microsoft...Work at officeMonday to Friday
- ...personalized investment solutions to your clients by relying on leadership and... ...with a consistent focus on relationship management, not portfolio management Demonstrate a... ...Financial Advisor role or equivalent financial services experience Demonstrated success in client...
- ...The Account Manager role is ideal for a relationship-driven professional who enjoys cultivating long-term client partnerships, communicating proactively, and working collaboratively... ...Client Experience - 75% Own the sales and service process from start to finish, ensuring a...Casual workWork at office
$146k - $200k
Senior Tax Manager The Senior Tax Manager is responsible for... ...tax and consulting services to business clients with pass through entities... ..., estate and gift tax and wealth retention strategies, as well... ...their needs. Supervises associates and senior associates on all...Work at office$173.2k - $272.6k
...solutions to competitive threats. This is a field‑based account management role that is responsible for covering the following states:... ...' experience in Sales leadership, Key Account Management / Client Service Management, Marketing, and/or Strategy preferably in the Healthcare...Contract workFor contractorsWork at officeLocal areaRemote workMonday to Friday3 days per week- C&B is seeking a dedicated and strategic Account Executive to act as an outsourced risk manager for our valued clients and prospects. This role is pivotal in managing and servicing existing accounts, as well as nurturing future accounts. The successful candidate will be...
- ...Customer Service Rep Hybrid 8+ Month Contract Open to White Plains, NY; Glastonbury, CT... ...professional customer service to assigned clients. Assist team with back-end tasks, such as... ...following up with clients. Proactively manage order process. A minimum of one year of business...Contract workWork at office
- ...Client Service Representative Madison, Wisconsin Fleetworthy offers the only complete technology suite for fleet readiness, uniting safety and compliance, toll management, and weigh station bypass solutions. We help fleets streamline operations, control costs, and...Work at officeMonday to Friday
- A leading risk management firm located in Madison, WI is seeking a dedicated Account Executive to manage and service accounts effectively. This role focuses on providing exceptional risk management services to clients, addressing their needs, and ensuring policy accuracy...
$83k - $90k
...experienced and strategic Senior Marketing Account Manager in the Madison WI Market!**We are seeking... ...drive measurable results, strengthen client relationships, and support long term... ...assigned clients, ensuring exceptional service, satisfaction, and retention.* Develop, present...Flexible hours- Michael Best seeks a Senior Wealth Planning attorney with at least 10 years of experience for its Madison office. The role involves guiding clients in legal matters, creating estate plans, and advising on trusts and taxes. The ideal candidate will cultivate strong client...Work at office
$130.9k - $196.4k
...with attorneys, practice leadership, knowledge management, practice innovation, IT, and other business teams... ...high-value opportunities to improve legal service delivery, enhance efficiency, and support exceptional client service. The Practice Innovation Attorney will...- ...Friedrich LLP’s growing Wealth Planning Practice is... ...a business advisor to clients, guiding them in a full... ..., LLP. We are a full-service law firm with more than... ..., as well as trade associations, nonprofits, educational... ...communication skills Ability to manage confidential...Full timeTemporary workWork at officeLocal areaRemote workWork from homeFlexible hours2 days per week
- ...Attorney focused on family law. This full-time position offers a collaborative environment with a commitment to client service, allowing attorneys to manage their caseloads efficiently. Ideal candidates will hold a JD from an accredited law school and a Wisconsin Bar license...Full timeFlexible hours
- ...partnering with a respected, team‑oriented wealth management firm that offers exposure to a wide... ...accounting professional who enjoys managing client relationships, leading teams, and... ...About the Role As the Accounting & Client Service Manager , you will work closely with...Interim roleWork at office
- Client Summary Innovative healthcare data and analytics platform company Focuses on providing... ...Project Delivery and Project Management Lead project delivery efforts as the primary... ..., Client Success, Professional Services (Consulting), or Enterprise Implementation...
$142.6k - $261.5k
...world. The opportunity EY's Oracle Services practice is a national consulting... ...in planning, pursuing, delivering, and managing large, complex full lifecycle initiatives... ...and Cloud ERP technologies, we provide clients with leading practices, methodologies, and...Summer holidayRemote workFlexible hours$34.3k - $57.4k
Customer Success Associate page is loaded## Customer Success Associateremote... ...leader of legal entity management, corporate compliance and due... ...feedback to improve products/services.* Document detailed customer... ...Maintain and enhance strong client relationships.Skills:* Enhanced...Work at officeWorldwide- A leading insurance company in Madison, WI, is seeking a Sr. Client Service Consultant to manage and service complex accounts. The role emphasizes exceptional customer service, relationship management, and insurance knowledge. Candidates should have over 5 years of experience...
- ...candidate will champion teammates’ success and deliver personalized investment solutions focused on client relationships. Candidates must have at least 2 years of financial services experience and hold necessary licenses including Series 7 and 66. The role also emphasizes...
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