Client Services & Operations Associate

University of Wisconsin–Madison; Wisconsin; On-site; USD 28,000 - 32,000; Part time

Job summary

University of Wisconsin–Madison is seeking a Client Services Associate to provide excellent client service and administrative support in a busy financial advisory office in Madison. You will manage calendars, handle routine account updates, and maintain a professional front-office environment while communicating clearly with clients and team members.

The role requires strong verbal and written communication, attention to detail, and the ability to switch between tasks quickly in a fast-paced

Qualifications

• Excellent attention to detail and follow-up skills.
• Proficiency with Microsoft Office and Google Workspace.
• Ability to work in a high energy team environment.
• Excellent verbal and written communication skills.
• Adherence to data privacy, compliance standards, and client confidentiality protocols.
• Ability to plan, organize, prioritize and manage multiple projects simultaneously.
• Office experience is a plus but not required.

Responsibilities

• Manage advisors' appointment schedules and calendar invites.
• Prepare review materials ahead of client meetings.
• Handle routine client account updates and data maintenance with accuracy.
• Prepare paperwork and client service forms for meetings.
• Greet clients, handle calls and emails, route inquiries to the team.

Skills

Attention to detail

Communication skills

Microsoft Office

Google Workspace

Team collaboration

Data privacy

Problem solving

Handling multiple tasks

Tools

Microsoft Office

Google Workspace

Job description

University of Wisconsin–Madison is seeking a Client Services Associate to provide excellent client service and administrative support in a busy financial advisory office in Madison. You will manage calendars, handle routine account updates, and maintain a professional front-office environment while communicating clearly with clients and team members.

The role requires strong verbal and written communication, attention to detail, and the ability to switch between tasks quickly in a fast-paced