Senior Client Service Associate

Nicolet National Bank•Green Bay, WI

About The Position

At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. A Senior Client Service Associate plays a critical role in supporting financial advisors by delivering exceptional client service, managing complex administrative tasks, and ensuring operational excellence across the team. SCSAs serve as subject matter experts and mentors to Client Service Associates, and lead project work. This position is ideal for a detail-oriented, client-focused professional who thrives in a fast-paced financial services environment and is ready to take on leadership responsibilities.

Requirements

High School diploma required; Associate’s or Bachelor’s degree in related field strongly preferred.
Minimum of 5 years of relevant industry experience in a comparable role.
Successful completion of the Securities Industry Essentials (SIE) exam.
Proficiency with Microsoft Office Suite and CRM platforms (Salesforce).
Effective verbal and written communication skills and strong interpersonal skills.
Strong organizational skills and attention to detail.
Demonstrated ability to multi-task and prioritize work effectively in a dynamic environment.
Ability to handle confidential information with discretion.
Self-motivated, resourceful, and capable of working independently and collaboratively.
Effectively promote Nicolet as an employer of choice.
Basic knowledge of banking and financial services positions.

Responsibilities

Serve as the primary point of contact for clients regarding account inquiries, service requests, account maintenance, and administrative needs.
Maintain and update client records in Salesforce with a high level of accuracy and completeness.
Schedule and confirm client meetings, prepare meeting materials, and ensure timely follow-up on action items.
Enter meeting notes and perform account maintenance tasks in Salesforce to support advisor-client engagement.
Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.
Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.
Monitor and track client service activities to ensure timely and accurate completion.
Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.
Process complex account openings, transfers, and maintenance requests with precision.
Assist with money movements, including wires, ACH transfers, and check requests, ensuring compliance and timeliness.
Ensure adherence to firm policies and regulatory requirements, acting as a compliance resource for the team.
Manage advisor(s) calendars and schedule meetings with clients and internal stakeholders.
Handle incoming calls, emails, and correspondence professionally and promptly.
Process and submit paperwork, checks, and securities in a timely manner, ensuring completion and accuracy.
Mentor and train Client Service Associates, providing guidance and support to enhance team performance.
Serve as a subject matter expert for project work and operational initiatives.
Attend department meetings and stay current on Wealth Management policies, procedures, and products in an evolving regulatory environment.
Maintain internal client file integrity and ensure documentation standards are met.
Uphold Nicolet’s philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations.
Demonstrate a commitment to diversity, equity, and inclusion in all workplace interactions.
Perform all other duties as assigned.