Investment Client Services Associate – Grow in Finance

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

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.