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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

Vacancy posted 4 days ago
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