Current jobs related to Client Service Representative - Waunakee, Wisconsin - The QTI Group
-
Client Services Representative
1 month ago
Waunakee, Wisconsin, United States The QTI Group Full timeClient Services AssociateWe are seeking a highly skilled and detail-oriented Client Services Associate to join our team at The QTI Group. This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66).Key Responsibilities:Provide exceptional client service and respond to requests in a timely...
-
Customer Service Representative
2 weeks ago
Waunakee, Wisconsin, United States NORD Gear Corporation Full timeCustomer Experience RepresentativeWe are seeking a skilled Customer Experience Representative to join our team at NORD Gear Corporation in Waunakee, WI. Our Customer Experience Department operates Monday through Friday from 8:00 AM to 5:00 PM.Benefit from a comprehensive 12-week training program and a collaborative working environment while gaining technical...
-
Customer Service Representative
4 weeks ago
Waunakee, Wisconsin, United States Troy Salisbury - State Farm Agent Full timeCustomer Service Representative Job DescriptionAt Troy Salisbury - State Farm Agent, we're seeking a highly motivated and customer-focused individual to join our team as a Customer Service Representative. As a key member of our team, you will play a vital role in providing exceptional service to our customers, helping them navigate their insurance and...
-
Client Support Specialist
2 weeks ago
Waunakee, Wisconsin, United States Lake Ridge Bank Full timeOverviewLake Ridge Bank is seeking a highly skilled Client Support Specialist to join our dynamic team. As a key member of our customer service team, you will provide exceptional support to our clients, utilizing your expertise to resolve complex financial matters and embody our core values of extraordinary service, a growth mindset, trustworthiness,...
-
Customer Service Representative
4 weeks ago
Waunakee, Wisconsin, United States NORD Drivesystems Full timeAbout NORD DrivesystemsNORD Drivesystems is a leading manufacturer of gear units, electric motors, and variable frequency drives for industrial applications. Our company is committed to providing expert advice, reliable products, and world-class service to our customers.Job SummaryWe are seeking a highly motivated and detail-oriented Customer Experience...
-
Client Support Specialist
2 months ago
Waunakee, Wisconsin, United States LAKE RIDGE BANK Full timeOverviewWe are seeking a highly skilled Client Support Specialist to join our team at Lake Ridge Bank. As a Client Support Specialist, you will play a vital role in providing exceptional support to our clients, ensuring their financial needs are met with expertise and professionalism.ResponsibilitiesQuality Client Service: Handle inbound calls with a focus...
-
Client Relations Coordinator
2 months ago
Waunakee, Wisconsin, United States Lake Ridge Bank Full timePosition Overview:Join our esteemed team at Lake Ridge Bank as a Client Relations Coordinator, where you will play a crucial role in delivering exceptional support and fostering client relationships. In this pivotal position, you will engage in comprehensive research and adeptly manage intricate client interactions. Your expertise will be essential in...
-
Financial Services Representative
1 month ago
Waunakee, Wisconsin, United States The QTI Group Full timeJob Summary:The QTI Group is seeking a highly skilled Client Services Associate to join our team in Waunakee, WI. This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). The successful candidate will provide exceptional client service, respond to client inquiries, and support daily...
-
Financial Services Representative
3 weeks ago
Waunakee, Wisconsin, United States The QTI Group Full timeJob Summary:We are seeking a highly skilled and detail-oriented Client Service Associate to join our team at The QTI Group. This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). The successful candidate will be responsible for providing exceptional client service, responding to client...
-
Customer Service Representative
1 month ago
Waunakee, Wisconsin, United States Troy Salisbury - State Farm Agent Full timePosition Overview:We are seeking a highly motivated and customer-focused individual to join our team as a Customer Relations Representative. As a key member of our team, you will be responsible for establishing and maintaining strong relationships with our customers, providing exceptional service, and helping them achieve their insurance and financial...
-
Client Support Specialist
1 month ago
Waunakee, Wisconsin, United States Lake Ridge Bank Full timeJob Title: Client Support SpecialistAre you looking for a challenging and rewarding role in a dynamic team? We are seeking a highly motivated and organized Client Support Specialist to join our Lake Ridge Bank team.Key Responsibilities:Provide exceptional customer service to clients through various communication channels, including phone, email, and...
-
Sales Development Representative
3 weeks ago
Waunakee, Wisconsin, United States Graber Manufacturing, Inc. Full timeJob Title: Sales Development RepresentativeWe are seeking a highly motivated and results-driven Sales Development Representative to join our team at Graber Manufacturing, Inc., a leading provider of high-quality site furnishings. In this role, you will be responsible for generating new leads, nurturing client relationships, and contributing to the overall...
-
Customer Experience Representative
2 weeks ago
Waunakee, Wisconsin, United States Celerity Staffing Solutions Full timeJob OverviewCelerity Staffing Solutions is seeking a highly skilled Customer Experience Representative to join our team. As a key member of our customer support team, you will be responsible for providing exceptional service to our clients via phone and email, while also working closely with internal teams to ensure seamless communication and data entry.Key...
-
Sales Development Representative
2 weeks ago
Waunakee, Wisconsin, United States Graber Manufacturing, Inc. Full timeJob SummaryWe are seeking a highly motivated and results-driven Sales Development Representative to join our team at Graber Manufacturing, Inc. As a Sales Development Representative, you will be responsible for generating new leads, nurturing client relationships, and contributing to the overall growth of our sales pipelines.Key ResponsibilitiesLead...
-
Sales Development Representative
4 weeks ago
Waunakee, Wisconsin, United States Graber Manufacturing, Inc. Full timeUnlock Your Sales PotentialWe are seeking a highly motivated and results-driven Sales Development Representative to join our team at Graber Manufacturing, Inc., a leading provider of high-quality site furnishings. In this role, you will be responsible for generating new leads, nurturing client relationships, and contributing to the overall growth of our...
-
Sales Development Representative
1 month ago
Waunakee, Wisconsin, United States Graber Manufacturing, Inc. Full timeUnlock Your Sales PotentialWe are seeking a highly motivated and results-driven Sales Development Representative to join our team at Graber Manufacturing, Inc., a leading provider of high-quality site furnishings. As a key member of our sales team, you will be responsible for generating new leads, nurturing client relationships, and contributing to the...
-
Environmental Sales Representative
1 week ago
Waunakee, Wisconsin, United States AAA ENVIRONMENTAL INDUSTRIES INC Full timeJob Summary:The Environmental Sales Representative will be responsible for promoting and selling solid waste services to businesses and industrial establishments in assigned territories. This individual will identify new market areas, maintain current customers, and develop strategies to outweigh competition. The ideal candidate will have a strong...
-
Customer Service Representative
1 month ago
Waunakee, Wisconsin, United States Walgreens Full timeCustomer Service Associate at WalgreensAs a Customer Service Associate at Walgreens, you will be responsible for providing exceptional customer service and ensuring a positive shopping experience for our customers. Your primary duties will include:Registering sales on assigned cash register and providing customers with courteous, fair, friendly, and...
-
Customer Service Representative
1 week ago
Waunakee, Wisconsin, United States Walgreens Full timeKey Responsibilities:• Deliver exceptional customer service and create a positive shopping experience.• Operate a cash register and process transactions efficiently.• Recommend products to customers and provide trade-up and companion item suggestions.About the Role:As a Customer Service Associate at Walgreens, you will be part of a dynamic team that is...
-
Waunakee, Wisconsin, United States Graber Manufacturing, Inc. Full timeWe are seeking a highly motivated and results-driven Sales Development Representative to join our team at Graber Manufacturing, Inc., a leading provider of high-quality site furnishings.In this role, you will be responsible for generating new leads, nurturing client relationships, and contributing to the overall growth of our sales pipelines.This position is...
Client Service Representative
2 months ago
About the Role:
The QTI Group is seeking a highly skilled Client Service Associate to join our team. As a Client Service Associate, you will be responsible for providing exceptional service to our clients, ensuring their needs are met, and exceeding their expectations.
Key Responsibilities:
- Client Service: Ensure clients receive professional service and timely responses to their requests.
- Initial Point of Contact: Serve as the initial point of contact in the office, as well as via phone and email, to provide assistance and support to clients.
- Needs Assessment: Identify clients' needs and respond with appropriate information to meet their objectives.
- Event Coordination: Coordinate client and firm events to meet desired objectives and provide a positive experience for clients.
- Office Operations: Support daily office operations, including administrative tasks and ensuring the smooth functioning of the office.
- Confidentiality and Security: Adhere to confidentiality, security, and privacy protocols to protect client and staff information.
Qualifications:
- Education: Associate or Bachelor's degree in Finance, Business, or a related field is preferred.
- Experience: 2+ years of related experience in a financial services or business environment.
- Licensure: Licensed: Series 65 or Series 66 within 6 months of employment.
- Skills: Proficiency in Microsoft Office Suite, strong communication and interpersonal skills, and basic math skills.
- Personal Qualities: Ability and willingness to quickly learn information, work with little supervision, and maintain confidentiality of client and staff information.
