Wealth Management Client Services Associate I

UW Credit Union; Madison (WI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

21.5 days off annually

2 weeks caregiver leave

2.5 weeks new child parental leave

2 days volunteer time

401k company match up to 5%

Variable bonus reward

Medical/Dental/Vision plans

Job summary

UW Credit Union’s Wealth Management team in Madison is seeking a Client Services Associate I to help build member relationships and promote wealth management services. The role includes administrative support, front-desk duties, and collaborative work with Advisors.

The position requires an associate’s degree and 1+ year in financial services, plus relevant licenses pursued within the first year. The company emphasizes development opportunities and competitive benefits.

Qualifications

• Associate's degree in business, finance or related field required or equivalent work experience.
• 1+ year of experience in financial services, bank operations and/or client services.
• 1+ years of customer service experience preferred.
• High level of problem-solving skills.
• Licensed in WI Insurance Life & Health, SIE, FINRA Series 7 and Series 66 within the first year of employment (UWCU pays for exam fees).

Responsibilities

• Prepare the office for advisor appointments and greet members at front desk.
• Provide personalized, professional service to members and representatives to exceed expectations.
• Handle referrals, document processing, onboarding paperwork, and seasonal servicing tasks.
• Interact with members in person and by phone to review accounts and collect information.
• Support multiple Financial Advisors and assist with sales functions.

Skills

Customer service

Problem-solving

Detail-oriented

Independent

Team player

Communication

Education

Associate's degree in business/finance or related field

Job description

UW Credit Union’s Wealth Management team in Madison is seeking a Client Services Associate I to help build member relationships and promote wealth management services. The role includes administrative support, front-desk duties, and collaborative work with Advisors.

The position requires an associate’s degree and 1+ year in financial services, plus relevant licenses pursued within the first year. The company emphasizes development opportunities and competitive benefits.