Wealth Management Associate
4 weeks ago
Responsibilities:
* Provide exceptional client service and support
* Serve as initial point of contact in office and via phone and email
* Identify client needs and respond with appropriate information
* Coordinate client and firm events
* Support daily office operations
Requirements:
* Associate or Bachelor's degree in Finance, Business, or related field
* 2+ years of related experience
* Licensed: Series 65 or Series 66 within 6 months of employment
* Proficient in Microsoft Office Suite
* Strong communication and interpersonal skills
* Strong basic math skills
* Ability to maintain confidentiality of client and staff information
-
Surplus Lines Tax Associate
4 weeks ago
Waunakee, Wisconsin, United States 5HM Hub International Texas Full timePosition SummaryAs a Surplus Lines Tax Associate at HUB International, you will play a critical role in ensuring compliance with surplus lines tax regulations. This position requires a strong understanding of tax laws and regulations, as well as excellent communication and problem-solving skills.Key Responsibilities:Reconcile surplus lines tax transactions...
-
Surplus Lines Tax Associate
2 days ago
Waunakee, Wisconsin, United States 5HM Hub International Texas Full timePosition SummaryAs a Surplus Lines Tax Associate at HUB International, you will play a critical role in ensuring compliance with surplus lines tax regulations. This position requires a strong understanding of tax laws and regulations, as well as excellent communication and problem-solving skills.Key Responsibilities:Reconcile surplus lines tax transactions...
-
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...
-
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. -...
-
Financial Services Representative
2 weeks 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
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...
-
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....
-
Sales Associate
24 hours ago
Waunakee, Wisconsin, United States Trilogy Health Services Full timeUnlock Your Sales Potential with Trilogy Health Services **About the Role** We're seeking a motivated and results-driven Sales Associate to join our sales and marketing team. As a Sales Associate, you will partner with our sales and marketing leaders to promote our exceptional Senior Living Communities. **What You'll Do** * Develop your sales career and...
-
Litigation Associate
2 days ago
Waunakee, Wisconsin, United States West & Dunn Full timeAbout UsWest & Dunn is a reputable law firm based in Southern Wisconsin, specializing in civil litigation, business transactions, criminal defense, and veterans disability benefits. Our team is dedicated to providing exceptional legal services to our clients, with a particular focus on assisting veterans of the United States Armed Services.Job DescriptionWe...
-
Account Associate
4 weeks 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 Account Associate. As a key member of our team, you will play a vital role in helping our customers manage the risks of everyday life, recover from the unexpected, and realize their dreams.ResponsibilitiesEstablish and maintain strong customer...
-
Dental Care Specialist
2 weeks ago
Waunakee, Wisconsin, United States Quality Talent Group Full timeGeneral Dentist Opportunity in Madison, WisconsinAt Advanced Dental Specialists - Madison West, we're dedicated to delivering exceptional dental care and experiences to our community. As a distinguished member of the Heartland Dental supported offices, we're committed to providing comprehensive care with the full support of our dedicated practice manager, a...
-
General Merchandise Associate
2 months ago
Waunakee, Wisconsin, United States Apptness Full timePosition OverviewNo prior experience is necessary, and we are currently hiring for various roles.We have openings for general merchandising and stocking positions available immediately, with options for both full-time and part-time employment.Key ResponsibilitiesAs a General Merchandise Associate, you will:Ensure that products are well-displayed, stocked,...
-
Assistant Manager
4 weeks ago
Waunakee, Wisconsin, United States Papa Murphy's Full timePapa Murphy's Pizza Assistant Manager Job DescriptionJob SummaryWe are seeking a highly motivated and experienced Assistant Manager to join our Papa Murphy's team. As an Assistant Manager, you will be responsible for overseeing the daily operations of our store, ensuring exceptional customer service, and leading a team of dedicated employees.Key...
-
Insurance Sales Associate
2 days 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 Associate. As a key member of our team, you will play a vital role in helping our customers manage the risks of everyday life, recover from the unexpected, and realize their dreams.ResponsibilitiesEstablish and maintain strong customer...
-
Dental Specialist
2 days ago
Waunakee, Wisconsin, United States Quality Talent Group Full timeAbout the JobAt Advanced Dental Specialists - Madison West, we pride ourselves on delivering a unique dental experience tailored to the community we serve.As a distinguished member of the Heartland Dental supported offices, we are committed to providing exceptional care with the full support of our dedicated practice manager, a highly trained on-site team,...
-
Insurance Sales Associate
4 weeks 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 Account Associate. As a key member of our team, you will play a vital role in helping our customers manage the risks of everyday life, recover from the unexpected, and realize their dreams.ResponsibilitiesEstablish and maintain strong customer...
-
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...
-
Delivery Associate
2 weeks ago
Waunakee, Wisconsin, United States Jimmy John's Full timeDeliver Great ExperiencesAs a Delivery Driver at Jimmy John's, you'll be the face of our brand, delivering sandwiches to customers in a timely and efficient manner. Your goal is to provide exceptional customer service, ensuring that every customer has a positive experience with our brand.Key Responsibilities:Optimize routes to ensure timely delivery of...
-
Quality Assurance Specialist
2 weeks ago
Waunakee, Wisconsin, United States Octopi Full timeQuality Technician Job DescriptionWe are seeking a highly skilled Quality Technician to join our team at Octopi. As a Quality Technician, you will play a critical role in ensuring the quality and safety of our products.Key Responsibilities:Perform physical, chemical, and microbiological tests to maintain quality throughout the plant and in all...
-
Lead Quality Systems QA Investigator
3 weeks ago
Waunakee, Wisconsin, United States Scientific Protein Laboratories Full time{"Job Title": "Lead Quality Systems QA Investigator", "Job Summary": "Scientific Protein Laboratories (SPL) is a world leader in biosourced pharmaceuticals, located in Waunakee, WI. We are seeking a Lead Quality Systems QA Investigator to join our team.", "Responsibilities": ["Execute written procedures associated with Quality System QA responsibilities",...