4 Jobs in Waunakee, WI
The QTI Group is Hiring a Client service associate Near Waunakee, WI
Summary :
We’ve partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate ! This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66).
This role will operate fully onsite in Waunakee, WI Monday-Friday 8 : 00 a.m. 4 : 30 p.m. Pay is $60,000 / year based on experience.
Competitive benefits offered.
Responsibilities :
- Ensure clients receive professional service and timely responses to requests
- Serve as initial point of contact in office as well as via phone and email
- Coordinate client and firm events to meet desired objectives
- Support daily office operations
- Adhere to confidentiality, security, and privacy protocols
Qualifications :
- Associate or Bachelor's degree in Finance, Business, or related field preferred
- 2 years of related experience
- Licensed : Series 65 or Series 66 within 6 months of employment
- Proficiency in Microsoft Office Suite
- Strong communication and interpersonal skills to work with diverse group of people and businesses
- Strong basic math skills
- Ability and willingness to quickly learn information, and work with little supervision
- Ability to maintain confidentiality of both client and staff information
Last updated : 2024-05-17
Job Summary
Full Time
Business Services
$53k-69k (estimate)
05/19/2024
08/18/2024
qtigroup.com
BROOKFIELD, WI
100 - 200
1957
SARA LUTHER
<$5M
Business Services
Related Companies
The job skills required for Client service associate include Client Service, Microsoft Office, Confidentiality, Wealth Management, etc. Having related job skills and expertise will give you an advantage when applying to be a Client service associate. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Client service associate. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Client service associate positions, which can be used as a reference in future career path planning. As a Client service associate, it can be promoted into senior positions as a Client Service Specialist III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Client service associate. You can explore the career advancement for a Client service associate below and select your interested title to get hiring information.
If you are interested in becoming a Client Service Associate, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Client Service Associate for your reference.
Step 1: Understand the job description and responsibilities of an Accountant.
Quotes from people on Client Service Associate job description and responsibilities
Maintain an updated knowledge of the organization's products, services, and customer service policies.
01/13/2022: Albany, GA
Provided daily financial transaction services for clients while delivering excellent customer care.
03/06/2022: San Bernardino, CA
Understand Clients' business to predict their needs and provide appropriate solutions.
03/05/2022: Oakland, CA
Processes and follows up on client documentation for proper maintenance of accounts.
01/23/2022: Temple, TX
Registered Client Service Associates (CSAs) help to shape the future of service by modernizing the client experience through an elevated standard of care.
12/25/2021: Modesto, CA
Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.
Career tips from people on Client Service Associate jobs
Client Service Associates may also handle client complaints and provide resolutions.
02/27/2022: Providence, RI
Develop an ability to communicate effectively with clients, managers and other associates.
02/06/2022: Peoria, IL
May deliver exceptional customer experience while uncovering product or service needs for referral opportunities.
01/31/2022: Oakland, CA
Gained a clear understanding of client base to ensure the best possible handling of calls, visitors, and support requirements.
03/05/2022: Detroit, MI
Must be positive customer service attitude and dedication to quality, with a demonstrated attention to detail.
12/27/2021: Pierre, SD
Step 3: View the best colleges and universities for Client Service Associate.
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