Client Services Representative

2 weeks ago


Plover, United States Magellan Financial & Insurance Services, Inc. Full time

New Accounts Manager at Elite Retirement Group in Plover, WI

Are you searching for a career where your contributions matter, your work-life balance is respected, and your growth is prioritized? Leave behind the feeling of being just another cog in a corporate machine. Join a team where your dedication to excellence is recognized and celebrated.


Why This Role Stands Out

  • Career Growth Opportunities: We’re committed to promoting from within and helping you achieve your professional aspirations.
  • Supportive Team Culture: Work alongside seasoned professionals invested in your success.
  • Half-Day Fridays, No Weekends: Your time off stays sacred.


What You’ll Gain

  • Make an Impact: Be the trusted guide for clients as they embark on their financial journeys with our firm.
  • A Voice That’s Heard: Join a growing local firm where your ideas and contributions shape our future.
  • Direct Collaboration: Work closely with our founder in a highly collaborative, entrepreneurial environment.
  • A Clear Path Forward: As our firm grows, so will your opportunities for advancement.
  • A Vibrant Work Environment: Enjoy a modern office in Plover, WI, with an upbeat and energetic culture.


Who Will Thrive Here

  • Thrives on delivering exceptional client experiences.
  • Has a keen eye for detail and takes pride in getting it right the first time.
  • Loves building meaningful relationships with clients and colleagues.
  • Seeks to grow and learn in the financial services industry.
  • Appreciates structure but can adapt and think creatively when needed.


Your Daily Mission

You’ll be the welcoming face and trusted point of contact for new clients, ensuring a smooth and seamless transition to our firm. Collaborating closely with our advisors, you’ll manage the crucial details that lay the foundation for long-lasting client relationships.


The Ideal Candidate

  • Skills & Experience:
  • Experience in financial services is a bonus, but attitude and aptitude are what we value most.
  • Exceptional communication skills and meticulous attention to detail are essential.
  • Basic computer proficiency is required.
  • A WI insurance license is a plus but not mandatory—we’ll support your licensing journey.


Ready to Join Us?

If you’re looking for more than a job and a fulfilling career where you can make a real difference, this is your chance. Take the first step toward a career where your voice matters and your growth is supported. Apply today



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