The QTI Group ยท 1 day ago
Client Services 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 offers the opportunity to gain experience in the financial industry with potential growth into a Financial Advisor position. Responsibilities include ensuring professional client service, coordinating events, and supporting daily office operations.
Human ResourcesManagement ConsultingStaffing Agency
Hiring Manager
Morgan Czekalski, CDR
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 working within an RIA
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
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
Company data provided by crunchbase