The QTI Group ยท 1 month ago
Financial Client Service Associate
Pewaukee, WI
Full-time
Onsite
Entry Level
$60K/yr - $60K/yr
2+ years expThe QTI Group has partnered with a growing, award-winning wealth management firm in search of a Financial Client Service Associate. This role provides an opportunity to gain experience in the financial sector and has the potential to evolve into a Financial Advisor position. The primary responsibilities include ensuring professional client service, coordinating events, and supporting daily office operations.
Human ResourcesManagement ConsultingStaffing Agency
Responsibilities
Ensure clients receive professional service and timely responses to requests
Serve as initial point of contact in office as well as via phone and email
Identify needs and respond with appropriate information
Coordinate client and firm events to meet desired objectives
Support daily office operations
Adhere to confidentiality, security, and privacy protocols
Qualification
Required
2+ years of experience in wealth management, account management, banking or related
Proficiency in Microsoft Office Suite
Strong communication and interpersonal skills to work with diverse group of people and businesses
Strong math skills
Ability and willingness to quickly learn information, and work with little supervision
Ability to maintain confidentiality of both client and staff information
Preferred
Associate or Bachelor's degree in Finance, Business, or related field preferred
Licensure highly preferred: Series 65 or Series 66
Benefits
Competitive benefits are offered
Company
The QTI Group
The QTI Group is a privately owned human resources and staffing organization.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Londa Dewey
Chief Executive Officer
Janet Johnson
COO/QualiTemps and VP of Sales & Marketing
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