Client Services Associate jobs in United States
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Waukesha State Bank · 18 hours ago

Client Services Associate

positionWaukesha, WI
timeFull-time
remoteOnsite
seniorityNew Grad, Entry Level
money$22/hr - $26/hr

Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, committed to serving the community with a personalized approach to banking. They are seeking a Client Services Associate to manage client communications, oversee daily transactions, and support marketing initiatives within the investment team.

BankingFinancial ServicesInsurance

Responsibilities

Manage client communications
Oversee daily transactions
Maintain crucial client files and reports
Play a key role in marketing initiatives
Relationship building
Ensure clients and internal partners receive top-tier support

Qualification

Customer serviceMicrosoft ExcelMicrosoft WordBachelor's degreeAdministrative experienceMarketing initiativesTeam playerDetail-orientedGoal-oriented mindsetRelationship buildingFast-paced environment

Required

bachelor's degree or administrative experience
strong Microsoft Word and Excel skills
goal-oriented mindset

Preferred

FINRA licensing

Company

Waukesha State Bank

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Waukesha State Bank is one of the largest locally owned, independent banks in Wisconsin
dateFounded in 1944
location
Waukesha, Wisconsin, USA
people-size201-500 employees
web-link
http://waukeshabank.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Ann Pascavis
Chief Financial Officer
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Tina Neis
Senior Vice President - Chief Credit Officer
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Recent News

Gerry Benton
2024-10-27
Nik Sendelbach
2024-10-27
Company data provided by crunchbase