Customer Service Assistant

Bank of Luxemburg; Town of Luxemburg (WI); Sur place; USD 36 000 - 60 000; Plein temps

Avantages offerts par ce poste

Paid time off

Paid holidays

Health, Dental, Vision, Life insurance

Employee Assistance Program (EAP)

Tuition reimbursement

Promoting from within

Free and discounted bank services

Résumé du poste

Bank of Luxemburg is seeking a Customer Service Assistant to work with Financial Advisors, handling client inquiries, account paperwork, and accurate data entry in Salesforce. You will support investment and insurance clients and engage with the local community.

The role requires an associate degree or equivalent experience, strong organizational skills, attention to detail, and proficiency in Word and Excel. This is a community-focused, collaborative team with growth opportunities.

Qualifications

• Strong customer service, interpersonal, organizational, time-management, and problem-solving skills.
• Attention to detail with the ability to manage multiple priorities, meet deadlines, and work independently.
• Working knowledge of Microsoft Word, Excel, and basic computer applications.

Responsabilités

• Partner closely with Financial Advisors to provide timely, professional service and help clients with their investment and insurance needs.
• Open and maintain client accounts, coordinate paperwork, gather required documentation, and assist with transfers, distributions, rollovers, beneficiaries, and other account needs.
• Prepare portfolio reviews, reports, client forms, and other materials that help Financial Advisors deliver productive client meetings.
• Keep client information and activities organized and accurate in Salesforce while following industry, FINRA, confidentiality, and recordkeeping requirements.
• Build relationships beyond the office by supporting community outreach, sponsorships, and marketing activities.

Connaissances

Customer service

Interpersonal

Organizational

Time-management

Problem-solving

Formation

Associate degree or equivalent work experience

Outils

Microsoft Word

Excel

Basic computer applications

Description du poste

If you enjoy building relationships, helping people, and keeping important details moving in the right direction, this could be a great next step in your career.As a Customer Service Assistant with Legacy Financial Services, you’ll work alongside Financial Advisors to provide responsive, personalized service to investment and insurance clients. You’ll have opportunities to build meaningful relationships with customers and the local community while contributing to Bank of Luxemburg’s mission: “To have a positive impact on people’s lives.”You’ll join a supportive, community-focused organization where collaboration, growth, and meaningful connections are valued. Employees appreciate the “family feel” of the workplace, and Bank of Luxemburg was recognized as a Top Workplace in both 2025 and 2026.What You’ll DoPartner closely with Financial Advisors to provide timely, professional service and help clients with their investment and insurance needs.Open and maintain client accounts, coordinate paperwork, gather required documentation, and assist with transfers, distributions, rollovers, beneficiaries, and other account needs.Prepare portfolio reviews, reports, client forms, and other materials that help Financial Advisors deliver productive client meetings.Keep client information and activities organized and accurate in Salesforce while following industry, FINRA, confidentiality, and recordkeeping requirements.Build relationships beyond the office by supporting community outreach, sponsorships, and marketing activities.What You’ll BringAn associate degree or equivalent work experience.Strong customer service, interpersonal, organizational, time-management, and problem-solving skills.Strong attention to detail, with the ability to manage multiple priorities, meet deadlines, and work independently.Working knowledge of Microsoft Word, Excel, and basic computer applications.Benefits & PerksWe want you to feel supported at work and beyond it. At Bank of Luxemburg, you’ll find benefits and opportunities designed to support your well-being, growth, and connection to your community.Time to recharge: Paid time off and paid holidays give you time for the people, interests, and moments that matter outside of work.Support for your well-being: Health, Dental, Vision, Life insurance, an Employee Assistance Program (EAP), and a health and wellness program provide resources to support you through different stages of life.Opportunities to grow: Tuition reimbursement supports continued learning, and we believe in developing our employees and promoting from within whenever possible.Recognition for your contributions: Our employee reward program helps us recognize and celebrate the people who make a difference.Everyday extras: Enjoy free and discounted bank services while being part of a supportive, community-focused workplace where you can build meaningful connections and make an impact.Ready to Make an Impact?If you’re a service-minded professional who values accuracy, relationships, and being part of a close-knit team, we’d love to hear from you. Apply today and bring your talents to Legacy Financial Services and Bank of Luxemburg.