Client Services Associate - Financial Advisory Support

Bank of Luxemburg; Wisconsin; On-site; USD 27,000 - 33,000; Full time

Benefits offered by this job

Paid time off

Holiday pay

Health, Dental, Vision insurance

Employee Assistance Program (EAP)

Tuition reimbursement

Employee rewards program

Free/discounted bank services

Job summary

Bank of Luxemburg is seeking a Customer Service Assistant to collaborate with Financial Advisors, handling client accounts, paperwork, and transfers. You’ll prepare materials for client meetings and ensure Salesforce records are accurate, while supporting community outreach and marketing initiatives.

The role emphasizes relationship-building, attention to detail, and the ability to manage multiple priorities in a collaborative, community-focused environment.

Qualifications

• Associate degree or equivalent work experience.
• Strong customer service and interpersonal skills.
• Attention to detail and ability to manage multiple priorities.

Responsibilities

• Partner with Financial Advisors to provide timely, professional service.
• Open and maintain client accounts and coordinate paperwork.
• Prepare portfolio reviews and client forms for meetings.
• Maintain accurate client information in Salesforce.
• Support community outreach and marketing activities.

Skills

Customer service

Interpersonal skills

Organizational skills

Time management

Problem solving

Microsoft Word

Excel

Salesforce

Education

Associate degree or equivalent

Tools

Salesforce

Microsoft Word

Excel

Job description

Bank of Luxemburg is seeking a Customer Service Assistant to collaborate with Financial Advisors, handling client accounts, paperwork, and transfers. You’ll prepare materials for client meetings and ensure Salesforce records are accurate, while supporting community outreach and marketing initiatives.

The role emphasizes relationship-building, attention to detail, and the ability to manage multiple priorities in a collaborative, community-focused environment.