Financial Services Representative
2 weeks ago
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
-
Financial Services Representative
3 weeks ago
Waunakee, Wisconsin, United States The QTI Group Full timeJob SummaryWe are seeking a highly motivated 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 a Financial Advisor (upon completion of Series 65 or 66). The successful candidate will operate fully onsite in Waunakee, WI, Monday-Friday, 8:00 a.m. -...
-
Customer Service Representative
1 week 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...
-
Customer Service Representative
3 weeks 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...
-
Financial Services Representative
1 week 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
2 days 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...
-
Client Support Specialist
1 month 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...
-
Customer Service Representative
2 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...
-
Financial Services Liaison
2 days ago
Waunakee, Wisconsin, United States The QTI Group Full timeOverview:The QTI Group is seeking a highly skilled Client Services Associate to join our team. This is an exciting opportunity to grow in the wealth management arena and into an Advisor (upon completion of Series 65 or 66). This role will operate fully onsite in Waunakee, WI, Monday-Friday, 8:00 a.m. – 4:30 p.m. Pay is $60,000+/year based on experience....
-
Customer Service Representative
3 weeks 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...
-
Client Services Representative
3 weeks 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...
-
Insurance Sales Representative
1 day ago
Waunakee, Wisconsin, United States Troy Salisbury - State Farm Agent Full timePosition OverviewWe are seeking a highly motivated and customer-focused individual to join our team as an Insurance Sales Representative. As a key member of our team, you will be responsible for establishing strong relationships with customers, identifying their insurance needs, and providing personalized solutions.ResponsibilitiesDevelop and maintain strong...
-
Insurance Sales Representative
1 day ago
Waunakee, Wisconsin, United States Troy Salisbury - State Farm Agent Full timeJob OverviewAs a State Farm Agent Team Member, you will play a vital role in helping customers achieve their financial goals. You will be responsible for establishing strong relationships with customers, identifying their needs, and providing personalized solutions to meet those needs.Key ResponsibilitiesDevelop and maintain a deep understanding of customer...
-
Customer Experience Representative
4 weeks ago
Waunakee, Wisconsin, United States NORD Drivesystems Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Customer Experience Representative to join our Customer Experience Department. As a key member of our team, you will be responsible for providing exceptional customer service and support to our clients.Key ResponsibilitiesEnter orders into our manufacturing system with accuracy and...
-
Customer Service Associate
2 weeks ago
Waunakee, Wisconsin, United States Lake Ridge Bank Full timeJob SummaryWe are seeking a highly skilled and experienced Client Support Specialist to join our team at Lake Ridge Bank. As a key member of our customer service team, you will be responsible for providing exceptional support to our clients, handling complex financial transactions, and ensuring that our clients receive the highest level of service.Key...
-
Client Support Specialist
2 days 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,...
-
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...
-
Customer Experience Liaison
1 day ago
Waunakee, Wisconsin, United States NORD Gear Corporation Full timeCustomer Experience Representative OpportunityWe are seeking a skilled Customer Experience Representative to join our Customer Experience Department in Waunakee, WI. Our team operates Monday through Friday from 8:00 AM to 5:00 PM.Comprehensive Training and DevelopmentBenefit from a 12-week training program and a collaborative working environment while...
-
Customer Experience Associate
3 days ago
Waunakee, Wisconsin, United States NORD Gear Corporation Full timeCustomer Experience Representative OpportunityWe are seeking a skilled Customer Experience Representative to join our Customer Experience Department in Waunakee, WI. Our team operates Monday through Friday from 8:00 AM to 5:00 PM.Benefit from a comprehensive 12-week training program and collaborative working environment while gaining technical and mechanical...
-
Client Support Specialist
3 weeks 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...
-
Wealth Management Associate
4 weeks ago
Waunakee, Wisconsin, United States The QTI Group Full timeThe QTI Group is seeking a highly skilled Client Service Associate to join our team. As a key member of our wealth management team, you will be responsible for providing exceptional client service and support. Your primary focus will be on ensuring clients receive professional service and timely responses to their requests. You will serve as the initial...