Client Services Associate I - Wealth Management Department

Job description

Overview UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team in Madison! Do you have a passion for providing exceptional customer service and delivering quality? Do you have strong organizational, verbal, and written communication skills? Are you looking for an opportunity that has development within the role? If you answered yes to all three questions, then this is the position for you! At UW Credit Union, we provide meaningful financial services to our members with the honesty and integrity they deserve. 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 at large and providing administrative support to the Wealth Management team. Responsibilities: A Day in the Life of a Client Services Associate Every day will be different but below is a snapshot of what you will do: - Start the day off preparing the office for appointments for the Advisors. - Create a warm and welcoming environment at the front desk of one of our wealth management hubs. - Provide personalized, professional service to all members and representatives...