Senior Client Service Associate

Nicolet National Bank; Green Bay (WI); On-site; USD 60,000 - 85,000; Full time

Benefits offered by this job

Medical, Dental, Vision, & Life Insur

401(k) with a company match

PTO & 11 1/2 Paid Holidays

Job summary

Nicolet National Bank in Green Bay seeks a Senior Client Service Associate to support financial advisors, manage complex administrative tasks, and drive operational excellence across the team.

You will mentor Client Service Associates, maintain client records in Salesforce, prepare reports, and coordinate with compliance, operations, and trading to resolve escalated issues, while upholding firm policies and regulatory requirements.

Qualifications

• High School diploma required; Associate's or Bachelor's degree in related field strongly preferred.
• Minimum of 5 years of relevant industry experience in a comparable role.
• SIE exam completed.
• Proficiency with Microsoft Office Suite and Salesforce (CRM).
• Effective verbal and written communication and strong interpersonal skills.
• Strong organizational skills and attention to detail.
• Ability to multi-task and prioritize in a dynamic environment.
• Ability to handle confidential information with discretion.
• Self-motivated, resourceful and able to work independently and with others.
• Promote Nicolet as an employer of choice.
• Basic knowledge of banking and financial services.

Responsibilities

• Client Relationship Management: primary contact for client inquiries, account maintenance, and service requests.
• Advisor Support: prepare reports, presentations, and documentation for client reviews.
• Operational Support: process complex account openings, transfers, and maintenance.
• Administrative Duties: manage calendars, handle communications, and process paperwork.
• Leadership and Mentorship: mentor Client Service Associates and lead project work.
• General: stay updated on Wealth Management policies and ensure documentation standards.

Skills

Client focus

Communication skills

Organization

Multi-tasking

Discretion

Independence

Education

High School diploma

Associate's or Bachelor's degree preferred

Tools

Salesforce

Microsoft Office

Job description

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

A Senior Client Service Associate plays a critical role in supporting financial advisors by delivering exceptional client service, managing complex administrative tasks, and ensuring operational excellence across the team. SCSAs serve as subject matter experts and mentors to Client Service Associates, and lead project work. This position is ideal for a detail-oriented, client-focused professional who thrives in a fast-paced financial services environment and is ready to take on leadership responsibilities.

As a Senior Client Service Associate, you will:

Client Relationship Management:

• Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance, and administrative needs.
• Maintain and update client records in Salesforce with a high level of accuracy and completeness.
• Schedule and confirm client meetings, prepare meeting materials, and ensure timely follow-up on action items.
• Enter meeting notes and perform account maintenance tasks in Salesforce to support advisor-client engagement.

Advisor Support:

• Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.
• Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.
• Monitor and track client service activities to ensure timely and accurate completion.
• Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.

Operational Support:

• Process complex account openings, transfers, and maintenance requests with precision.
• Assist with money movements, including wires, ACH transfers, and check requests, ensuring compliance and timeliness.
• Ensure adherence to firm policies and regulatory requirements, acting as a compliance resource for the team.

Administrative Duties:

• Manage advisor(s) calendars and schedule meetings with clients and internal stakeholders.
• Handle incoming calls, emails, and correspondence professionally and promptly.
• Process and submit paperwork, checks, and securities in a timely manner, ensuring completion and accuracy.

Leadership and Mentorship:

• Mentor and train Client Service Associates, providing guidance and support to enhance team performance.
• Serve as a subject matter expert for project work and operational initiatives.

General:

• Attend department meetings and stay current on Wealth Management policies, procedures, and products in an evolving regulatory environment.
• Maintain internal client file integrity and ensure documentation standards are met.
• Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations.
• Demonstrate a commitment to diversity, equity, and inclusion in all workplace interactions.
• Perform all other duties as assigned.

Qualifications:

• High School diploma required; Associate's or Bachelor's degree in related field strongly preferred.
• Minimum of 5 years of relevant industry experience in a comparable role.
• Successful completion of the Securities Industry Essentials (SIE) exam.
• Proficiency with Microsoft Office Suite and CRM platforms (Salesforce).
• Effective verbal and written communication skills and strong interpersonal skills.
• Strong organizational skills and attention to detail.
• Demonstrated ability to multi-task and prioritize work effectively in a dynamic environment.
• Ability to handle confidential information with discretion.
• Self-motivated, resourceful, and capable of working independently and collaboratively.
• Effectively promote Nicolet as an employer of choice.
• Basic knowledge of banking and financial services positions.

Benefits:

• Medical, Dental, Vision, & Life Insurance
• 401(k) with a company match
• PTO & 11 1/2 Paid Holidays

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.

Equal Opportunity Employer/Veterans/Disabled