Client Services Associate I - Wealth Management Department

UW Credit Union • Madison, WI

30d • $25 - $28 • Onsite

About The Position

UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team in Madison! This role is ideal for someone passionate about providing exceptional customer service, delivering quality, and seeking opportunities for development. As a Client Services Associate, you will be responsible for building relationships, promoting Wealth Management services to UW Credit Union employees, members, and the community, and providing administrative support to the Wealth Management team.

Requirements

• Associate's degree in business, finance or related field required or equivalent work experience.
• 1+ year of experience in financial services, bank operations and/or client services.
• High level of problem-solving skills
• Demonstrated experience with inbound and outbound customer/member calls
• Efficient, detail-oriented, self-starter, able to work independently and as a member of a team
• Licensed in the following or obtain within the 1st year of employment (UW Credit Union will pay for 1-2 rounds of exam fees with the opportunity to receive a recognition bonus for successfully obtaining/having all licenses): WI Insurance Life & Health License, Securities Industry Essentials (SIE), FINRA Series 7, FINRA Series 66.

Nice To Haves

• 1+ years of customer service experience preferred.

Responsibilities

• Prepare the office for appointments for the Advisors.
• Create a warm and welcoming environment at the front desk of a wealth management hub.
• Provide personalized, professional service to all members and representatives in an exceptional manner, seeking out opportunities to exceed member expectations.
• Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine servicing activities (e.g., tax planning tasks), seminar/webinar support, client events and financial transaction items.
• Interact with members in-person and over the phone to review their account status, answer questions and collect information.
• Continuously organize and regroup from priority interruptions while completing daily routine tasks.
• Manage, direct, and troubleshoot incoming calls from the wealth management group extension.
• Make outbound calls regarding various client situations and routine tasks.
• Work with multiple Financial Advisors to support sales functions.

Benefits

• 21.5 days of annual time off (accrued per pay period)
• 2 weeks paid caregiver leave
• 2.5 weeks paid new child parental leave
• 2 days paid volunteer time
• 10 paid holidays (including your birthday!)
• 401k company match of up to 5%, plus approximately 4% discretionary match
• Variable bonus reward
• Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
• Employee Assistance Program

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree