Job Description:

Summary:We've partnered with a small but mighty award-winning wealth management firm in search of a Client Service Associate! 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. Competitive benefits offered.Responsibilities:Ensure clients receive professional service and timely responses to requestsServe as initial point of contact in office as well as via phone and emailIdentify needs and respond with appropriate informationCoordinate client and firm events to meet desired objectivesSupport daily office operationsAdhere to confidentiality, security, and privacy protocolsQualifications:Associate or Bachelor's degree in Finance, Business, or related field preferred2+ years of related experienceLicensed: Series 65 or Series 66 within 6 months of employmentProficiency in Microsoft Office SuiteStrong communication and interpersonal skills to work with diverse group of people and businessesStrong basic math skillsAbility and willingness to quickly learn information, and work with little supervisionAbility to maintain confidentiality of both client and staff information