At MBE CPAs a family of companies, your sense of purpose is clear- you directly impact the success in your communities. Be it the local bakery that has sold your favorite bread for years, the budding entrepreneur that's getting their business off the ground, or advising your neighbor on maximizing their deductions and planning for retirement, our team passionately works to ensure their communities thrive.
After being a team of a couple dozen 10 years ago, we're now a firm of 200 team members and continuing to grow rapidly with 11 office locations across Wisconsin. Even with our growth, we never lose touch with the importance of providing a family-friendly workplace that builds authentic relationships with our clients. Ever committed to providing a flexible workplace, we offer onsite and hybrid opportunities from the majority of our office locations in the state. Don't let your location and lifestyle prevent you from joining our team!
What would my day look like?
Our Customer Relationship Manager provides operational support to MBE Wealth's Financial Advisors and customer service support to the firm's clients. Your primary role will be to coordinate the onboarding of new clients and provide exceptional service to existing clients. Your secondary role will be to assist the Financial Advisors with marketing campaigns and provide administrative support for various aspects of firm business as needed. To be successful in this position you should be detail-oriented, professional, and have excellent written and verbal communication skills. Job tasks include:
What experience and skills do I need to be successful?
We are always willing to train candidates in the earlier stages of their career or utilize the wealth of skills from a seasoned pro. Here are some skills we'd love to see on your resume:
Amazing Perks and Benefits Package:
This position pays a competitive wage commensurate with direct experience, skills, and time spent in a related role. We also offer great benefits and perks including:
What will my schedule look like?
This role supports our office hours of Monday-Friday 8a-5p. The role will typically work an 8.5 hour shift with a 30 minute lunch break each day. Generally overtime is not expected unless there are significant business needs to meet.
More about the MBE Affiliate Group:
Our parent company, MBE CPAs, is a team of accounting experts who use our industry-based knowledge and expertise to help others succeed in their financial journeys. We expanded our services over the years to include a number of affiliate companies to support the needs of our clients including:
We proudly offer services throughout Wisconsin and nationwide with 11 office locations including Door County, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo.
So how do I join?
First step is applying with your resume. After applying, you can typically expect the following steps in our hiring process: first a phone screen with HR, followed by an onsite interview for local candidates or virtual interview for remote candidates, and finally the candidate completes links for skills testing, reference checks, and background checks. Occasionally a 2nd interview could take place for certain roles.
Interested in a role with us, but don't see an opening that's the perfect match? Please message our Workforce Solutions HR team, Kayla Schaller-Greenwood or Allison Burgau, directly on LinkedIn to discuss how your skills could contribute to the team.
Building a diverse and inclusive workplace:
The MBE affiliate group is seeking diverse voices and backgrounds to join our team to help us thrive. We are an equal opportunity employer and work to provide an inclusive environment for all team members. We encourage you to reach out if requesting an accommodation makes our hiring process more accessible to you; please reach out to Kayla Schaller-Greenwood directly on LinkedIn.
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