Client Services Associate (Unlicensed)

Waukesha State Bank; Waukesha (WI); On-site; USD 42,000 - 54,000; Full time

Job summary

Waukesha Investments, a division of Waukesha State Bank, seeks a Client Services Associate (Unlicensed) to provide sales and service support to investment advisors and clients. The role focuses on delivering outstanding customer service, managing schedules, and maintaining client records.

The ideal candidate is customer-focused, detail-oriented, and eager to learn the investment business. Proficiency in Word and Excel is required, with strong organizational skills and ability to meet deadlines.

Qualifications

• Customer service experience preferred.
• Proficient in Word and Excel.
• Strong organizational and time-management skills.
• Willingness to learn the investment business.

Responsibilities

• Handle incoming calls, correspondence and appointments.
• Maintain client files and databases.
• Prepare portfolio reviews and sales/referral reports.
• Coordinate marketing initiatives and materials.
• Collaborate with investment team and internal partners.

Skills

Customer service

Communication

Organization

Prioritization

Time management

Tools

Microsoft Word

Microsoft Excel

Job description

Are you highly organized, detail-oriented and interested in building a career in the investment industry? Waukesha Investments, a division of Waukesha State Bank is seeking a Client Services Associate (Unlicensed) to provide exceptional sales and service support to our investment advisors and clients. This is an excellent opportunity for a customer-focused professional who is eager to learn the investment business, develop new skills and grow within a collaborative, community-focused financial organization.

As a Client Services Associate, you'll play an important role in the day-to-day client experience by managing incoming calls, correspondence and appointments; maintaining client files and databases; preparing portfolio reviews and sales and referral reports; and coordinating marketing initiatives and materials. You'll work closely with our investment team while building strong relationships across Waukesha State Bank and serving as a knowledgeable and dependable resource for our internal business partners.

We're looking for someone who brings outstanding customer service and communication skills, strong attention to detail, and the ability to stay organized, prioritize responsibilities and meet deadlines. Proficiency in Word and Excel is required, along with a genuine desire to learn and grow in financial services. If you're ready to put your customer service and organizational strengths to work while building a career in investments, we'd love to hear from you.

Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service.

This is an onsite position in Waukesha County, WI

Employment with Waukesha State Bank is contingent upon the successful completion of a criminal background check and drug screen.

EOE Disability/Vet