Full-Time Register Client Service Associate jobs in Brookfield, WI

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CLIENT SERVICES ASSOCIATE

Management may assign new duties, reassign existing duties, or eliminate a function.ESSENTIAL DUTIES & RESPONSIBILITIES Interact with clients via telephone, email, online chat, or in-person to provide account support. Assist wit...

CompanyAmpersand, Inc.
AddressWaukesha, WI
CategoryRetail
Job typeFull-Time
Date Posted a month ago See detail

Client Services Associate

Ampersand, Inc.

Waukesha, WI

Management may assign new duties, reassign existing duties, or eliminate a function.ESSENTIAL DUTIES & RESPONSIBILITIES Interact with clients via telephone, email, online chat, or in-person to provide account support. Assist wit...

Client Services Associate- Wealth Management Department

Uw Credit Union

Milwaukee, WI

21.5+ days of annual paid time off. 2 weeks paid caregiver leave. 2.5 weeks paid new child parental leave. 2 days paid volunteer time. 11 paid holidays (includes your birthday!). 401k company match of up to 5%, plus approximately...

Registered Investment Client Services Analyst - Remote

Northwestern Mutual

Franklin, WI

From $21.77 an hour

Provide advice, counsel, guidance and direction to clients and Registered Financial Representatives on the purchase and sales of securities. At times, executes mutual fund order transactions on behalf of Financial Representatives...