Wealth Management Associate

4 weeks ago


Waunakee, Wisconsin, United States The QTI Group Full time
The 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 point of contact in our office, as well as via phone and email, and will be responsible for identifying client needs and responding with appropriate information. Additionally, you will coordinate client and firm events to meet desired objectives and support daily office operations. To be successful in this role, you will need to have a strong understanding of financial services and be able to communicate effectively with clients and colleagues. You will also need to be proficient in Microsoft Office Suite and have strong basic math skills. If you are a motivated and detail-oriented individual who is passionate about delivering exceptional client service, we encourage you to apply for this exciting opportunity.

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

  • Waunakee, Wisconsin, United States 5HM Hub International Texas Full time

    Position 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...


  • Waunakee, Wisconsin, United States 5HM Hub International Texas Full time

    Position 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...


  • Waunakee, Wisconsin, United States The QTI Group Full time

    Client 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...


  • Waunakee, Wisconsin, United States The QTI Group Full time

    Job 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. -...


  • 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...


  • Waunakee, Wisconsin, United States The QTI Group Full time

    Job 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...


  • Waunakee, Wisconsin, United States The QTI Group Full time

    Overview: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 time

    Unlock 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...


  • Waunakee, Wisconsin, United States West & Dunn Full time

    About 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 time

    Position 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...


  • Waunakee, Wisconsin, United States Quality Talent Group Full time

    General 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...


  • Waunakee, Wisconsin, United States Apptness Full time

    Position 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 time

    Papa 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...


  • Waunakee, Wisconsin, United States Troy Salisbury - State Farm Agent Full time

    Position 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 time

    About 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,...


  • Waunakee, Wisconsin, United States Troy Salisbury - State Farm Agent Full time

    Position 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...


  • Waunakee, Wisconsin, United States Lake Ridge Bank Full time

    Job 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 time

    Deliver 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...


  • Waunakee, Wisconsin, United States Octopi Full time

    Quality 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...


  • 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",...