Financial Services Representative

2 weeks ago


Waunakee, Wisconsin, United States The QTI Group Full time

Job 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 office operations.

Key Responsibilities:

  • Deliver professional service and timely responses to client requests
  • Act as the initial point of contact for clients, both in-office and remotely
  • Identify client needs and provide relevant information
  • Coordinate client and firm events to meet desired objectives
  • Support the daily operations of the office
  • Maintain confidentiality, security, and privacy protocols

Requirements:

  • Associate or Bachelor's degree in Finance, Business, or related field preferred
  • 2+ years of related experience
  • Licensed: Series 65 or Series 66 within 6 months of employment
  • Proficiency in Microsoft Office Suite
  • Strong communication and interpersonal skills
  • Strong basic math skills
  • Ability to learn quickly and work with minimal supervision
  • Ability to maintain confidentiality of client and staff information


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