Client Service Representative

3 days ago


Milwaukee, Wisconsin, United States BCI - Brokerage Consultants Inc Full time
Client Service Specialist

BECI - Brokerage Consultants Inc is seeking a highly skilled Client Service Specialist to join their client account management team. This role focuses on delivering exceptional client service, demonstrating empathy, and utilizing strong problem-solving skills.

Key Responsibilities:
  • Provide administrative support to Financial Advisors, including handling client calls, responding to inquiries, entering trade orders as directed, executing money movement transactions, preparing client reports and meeting materials, and managing follow-up tasks after client meetings
  • Become proficient in the firm's and custodian's technology platforms and tools, actively participating in training programs to identify and implement workflow improvements that enhance client service
  • Oversee the client onboarding process, including account openings, preparing documents for signatures, ensuring compliance procedures are followed, and maintaining accurate database updates
  • Assist with month-end and quarter-end reporting processes
Requirements:
  • Bachelor's degree, preferred
  • 5+ years of experience in financial services, ideally within a brokerage, bank, or financial planning firm
  • Series 65 and Investment Advisor Representative (IAR) designation, or willingness to obtain upon hire
  • Familiarity with Schwab, Tamarac, and/or eMoney is a plus
  • Excellent verbal and written communication skills
  • Demonstrated success working in a collaborative, team-oriented environment
  • Highly organized with strong analytical skills, exceptional attention to detail, and the ability to support advisors
  • Strong ethical standards with the ability to maintain strict confidentiality of client and firm information

Target base salary is $60-85k + bonus. This figure can vary depending on factors such as skillset and experience level.



  • Milwaukee, Wisconsin, United States SEEK Careers Staffing Full time

    Job OverviewWe are seeking a highly motivated and customer-focused individual to join our team as a Client Services Representative. As a Client Services Representative, you will play a crucial role in ensuring our clients receive exceptional service and support throughout their journey with our company.Key Responsibilities:1. Serve as the primary point of...


  • Milwaukee, Wisconsin, United States VCA Animal Hospitals Full time

    {"title": "Client Service Representative", "description": "Job SummaryWe are seeking a compassionate and reliable Client Service Representative to join our team at VCA Milwaukee Emergency Center for Animals.This role is crucial in providing exceptional customer service to pet owners, patients, and referring veterinarians.Key ResponsibilitiesAnswer incoming...


  • Milwaukee, Wisconsin, United States BCI - Brokerage Consultants Inc Full time

    Client Service SpecialistWe are seeking a highly skilled Client Service Specialist to join our team at BCI - Brokerage Consultants Inc. This role is responsible for delivering exceptional client service, demonstrating empathy, and utilizing strong problem-solving skills.Key Responsibilities:Provide administrative support to Financial Advisors, including...


  • Milwaukee, Wisconsin, United States Banfield Full time

    Job Title: Client Service CoordinatorJob Summary:The Client Service Coordinator plays a vital role in ensuring the smooth operation of our hospital. This individual will be responsible for driving the flow of clients and pets through the hospital, maximizing productivity, and providing exceptional client care.Key Responsibilities:Recruit new clients by...


  • Milwaukee, Wisconsin, United States Robert W. Baird & Co. Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Client Specialist to join our team at Robert W. Baird & Co. As a Client Specialist, you will play a critical role in providing exceptional client service and supporting the business operations of our Financial Advisors.Key ResponsibilitiesClient Onboarding: Coordinate the onboarding process for...


  • Milwaukee, Wisconsin, United States Banfield Full time

    Job Title: Client Service CoordinatorJob Summary: We are seeking a highly skilled and customer-focused Client Service Coordinator to join our team at Banfield Pet Hospitals. As a Client Service Coordinator, you will play a vital role in ensuring the smooth flow of clients and pets through our hospital, providing exceptional customer service, and supporting...


  • Milwaukee, Wisconsin, United States BCI - Brokerage Consultants Inc Full time

    Client Service SpecialistA well-established Registered Investment Advisor (RIA) is seeking a motivated individual to collaborate with clients and provide support to their team of Financial Advisors. This position will be based entirely in the office.Key Responsibilities:Manage client calls and address incoming correspondence and inquiries.Input trade orders...


  • Milwaukee, Wisconsin, United States BCI - Brokerage Consultants Inc Full time

    We are seeking a Client Service Specialist to join our team at BCI - Brokerage Consultants Inc. This role focuses on delivering exceptional client service, demonstrating empathy, and utilizing strong problem-solving skills.Key Responsibilities:Provide administrative support to Financial Advisors, including handling client calls, responding to inquiries,...


  • Milwaukee, Wisconsin, United States BCI - Brokerage Consultants Inc Full time

    Client Service SpecialistA well-established Registered Investment Advisor (RIA) is seeking a motivated individual to collaborate with clients and provide support to their team of Financial Advisors.This position will be based entirely in the office and offers a comprehensive benefits package, including fully funded health and dental insurance, a Health...


  • Milwaukee, Wisconsin, United States Atlantic Aviation Full time

    Job Description**About the Role**This Airport Client Services Assistant position with Atlantic Aviation at a major airport in Wisconsin offers a unique opportunity to work in the aviation industry. As a key member of our team, you will provide exceptional customer service to corporate aircraft, cargo, and passenger charter clients.Key...


  • Milwaukee, Wisconsin, United States BSI Full time

    **About the Role:**As a Client Service Manager at BSI, you will be responsible for delivering high-quality audit services to assigned clients in accordance with all BSI, scheme, and regulatory requirements. Your goal will be to ensure timely, cost-effective service delivery that meets the satisfaction of our customer needs.**Key Responsibilities:**Manage a...


  • Milwaukee, Wisconsin, United States Clinic Growth Accelerator Full time

    Job Title: Customer Service RepresentativeWe are seeking a highly skilled Customer Service Representative to join our team at Clinic Growth Accelerator. As a key member of our marketing team, you will be responsible for building and maintaining strong relationships with our clients, providing exceptional customer service, and guiding them through the...


  • Milwaukee, Wisconsin, United States Northwestern Mutual Full time

    Unlock Your Potential as a Financial RepresentativeWe are seeking a motivated and ambitious individual to join our team as a Financial Representative. As a representative, you will have the opportunity to work with individuals, families, and small businesses to help them achieve their financial goals.Key Responsibilities:Provide personalized financial...


  • Milwaukee, Wisconsin, United States Trescal Full time

    {"title": "Customer Service Representative", "description": "**Job Summary**We are seeking a highly skilled Customer Service Representative to join our team at Trescal. As a Customer Service Representative, you will be responsible for providing exceptional customer service and support to our clients.**Key Responsibilities:**Prepare purchase requisitions,...


  • Milwaukee, Wisconsin, United States VDart Full time

    Customer Service RepresentativeWe are seeking a highly motivated and customer-focused Customer Service Representative to join our team at VDart. As a key member of our contact center, you will be responsible for providing exceptional service to our clients, resolving their inquiries and concerns in a timely and professional manner.Key Responsibilities:Answer...


  • Milwaukee, Wisconsin, United States Williams-Sonoma Full time

    Customer Service Representative OpportunityWe are seeking a highly skilled and customer-focused individual to join our team as a Customer Service Representative. As a representative of Williams-Sonoma, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Address customer inquiries and concerns...


  • Milwaukee, Wisconsin, United States Capitol Stampings Full time

    {"Job Title": "Customer Service Representative", "Company Overview": "Capitol Stampings is a stable and rapidly growing steel manufacturing industry with 3 locations under the Steel Craft Corporation.", "Job Summary": "We are seeking a Customer Service Representative to provide exceptional customer service and build relationships with our clients.", "Key...


  • Milwaukee, Wisconsin, United States internationalalfaromeousa Full time

    Customer Service RepresentativeWe are seeking a highly skilled and customer-focused Customer Service Representative to join our team at International Autos Group. As a key member of our sales and service team, you will be responsible for providing exceptional customer service and support to our clients.Key Responsibilities:Provide timely and effective...


  • Milwaukee, Wisconsin, United States Wellpoint Care Network Full time

    Job Title: Guest Services RepresentativeWe are seeking a highly organized and detail-oriented Guest Services Representative to join our team at Wellpoint Care Network. As a key member of our front desk team, you will be responsible for providing exceptional customer service, managing front desk operations, and providing administrative support to our CEO's...


  • Milwaukee, Wisconsin, United States Henrie Agency Full time

    Job DescriptionWe are seeking a highly motivated and coachable Customer Service Representative to join our team at Henrie Agency - Symmetry Financial Group. As a Life Insurance Agent, you will be responsible for assisting families with financial planning strategies in the areas of mortgage protection life insurance, whole life, term life, accidental,...