Automotive Service Advisor jobs in Madison, WI

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Client Service Administrator - Financial Firm - Madison, WI
  • Advisor Employee Services
  • Madison, WI FULL_TIME
  • Client Service Administrator
    Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients daily? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior administrative support, we would like to talk to you! Our busy financial planning firm located near Madison, WI is seeking to add a Client Service Administrator to our team!
     
    The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business.
     
    Minimum Requirements:
    • Associate's Degree preferred
    • Financial Industry experience strongly preferred
    • 2 years working alongside a Financial Advisor in a fast-paced office environment
    • Life and Health required or willingness to obtain within 90 days of start date
    • Experience with MS Office Suite and the ability to learn new software quickly
    • CRM experience required
     
    This position requires that you possess the following skills:
    • Strong organizational skills
    • Excellent communication; both written and verbal
    • Attention to detail and accuracy
    • Proactive Management Style and consistent follow-through
     
    Responsibilities/Tasks:
    • Complete each service request and resolve client issues
    • Input notes into CRM and keep updated
    • Complete and process new client applications
    • Maintain database programs
    • Respond to client inquiries as needed
    • Opening, closing, and transferring of accounts
    • Generate and provide various reports to Advisor
    • Process transactions
    • Follow-up on pending business with companies and clients
    • Assist Advisor with pre-appointment preparation
    • Resolve any issues regarding new accounts
     
    Office Duties:
    Assisting the Financial Advisor and the branch office to exceed client and regulatory expectations include:
    • Function as a phone back-up to offer office personnel for phone coverage
    • Help to keep database up to date and accurate
     
    Salary
    • $40,000- $80,000 - Based on Experience
     
    Hours
    • 8:00 AM - 5:00 PM
    • Flex Schedule after 90 days
     
    Need Time?
    • Unlimited PTO
     
    Let's Stay Healthy!
    • Health/Dental/Vision
     
    Save for Retirement!
    • 401K
     
    Bonuses!
    • Profit Sharing
    • Free Lunches
    • All-expense paid Team Trip for you and plus one!
    • Advancement opportunities
    • Community Involvement
     
    Presented by Advisor Employee Services Thank you for your interest in the Client Service Administrator role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided https://aesplacement.com/. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

  • 21 Days Ago

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Automotive Service Advisor
  • Don Larson Chevrolet
  • Baraboo, WI FULL_TIME
  • The Service Advisor is responsible for building strong guest relationships and selling the technicians time. They greet and consult guests on service needs, perform a thorough vehicle walk around insp...
  • 2 Months Ago

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Automotive Service Advisor
  • Helwig Auto Clinic
  • Mount Horeb, WI FULL_TIME
  • Helwig Auto Clinic is a locally-owned and operated automotive service center founded in 2001. We strive to deliver quality products and service to our customers. We’re proud to serve south-central Wis...
  • 2 Months Ago

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Automotive Service Writer
  • Donn's Auto Service
  • Middleton, WI FULL_TIME
  • Duties:- Greet customers and provide excellent customer service- Listen to customer concerns and accurately transmit information to the service technicians- Schedule appointments for tire services, sh...
  • 4 Days Ago

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Automotive Technician
  • Midas Auto Service - RSM
  • Madison, WI FULL_TIME
  • At Midas we are dedicated to providing quality services to customer vehicles in the areas of inspection, diagnosis and repair utilizing the expertise attained through ASE Certifications and/or years o...
  • 17 Days Ago

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Automotive Technician
  • Ness Auto Sales and Service
  • Lodi, WI FULL_TIME
  • Immediate opening for a Automotive Technician with a minimum of 2 years experience in a professional shop environment to join our team. Do you have a minimum of 2 years' experience in a professional a...
  • 2 Months Ago

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0 Automotive Service Advisor jobs found in Madison, WI area

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Service Technician
  • Kayser Ford
  • Madison, WI
  • Service Technician- job post Kayser Ford Lincoln Madison, WI 53713 $50,000 - $130,000 a year - Full-time Job Summary: We...
  • 12/11/2024 12:00:00 AM

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LTE HVAC / Refrigeration Specialist Advanced (Fitchburg)
  • State of Wisconsin
  • Oregon, WI
  • Introduction We are dedicated to working with Wisconsinites while preserving and enhancing the natural resources of Wisc...
  • 12/11/2024 12:00:00 AM

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Automotive Technician: Ford Lincoln Veteran Careers Program
  • Ford - Lincoln Veteran Careers Program
  • Madison, WI
  • Overview: The Ford-Lincoln Veteran Careers Program is designed to promote the hiring of qualified United States Military...
  • 12/10/2024 12:00:00 AM

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Senior Director, Global Facility Management
  • Iron Mountain
  • Madison, WI
  • At Iron Mountain we know that work, when done well, makes a positive impact for our customers, our employees, and our pl...
  • 12/9/2024 12:00:00 AM

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Store Executive Intern (Store Leadership Intern)- Madison, WI (Starting Summer 2025)
  • Target
  • Oregon, WI
  • The pay range per hour is $25.00- $26.00. Pay is based on several factors which vary based on position. These include la...
  • 12/9/2024 12:00:00 AM

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Marketing Internship - 2025
  • Duluth Trading Company
  • Mount Horeb, WI
  • Position Overview: Calling all college students who take on life with their own two hands! Come join us for our 10-week ...
  • 11/6/2024 12:00:00 AM

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Site Merchandising Internship - 2025
  • Duluth Trading Company
  • Mount Horeb, WI
  • Position Overview: Calling all college students who take on life with their own two hands! Come join us for our 10-week ...
  • 10/25/2024 12:00:00 AM

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Product Development & Sourcing Internship - 2025
  • Duluth Trading Company
  • Mount Horeb, WI
  • Position Overview: Calling all college students who take on life with their own two hands! Come join us for our 10-week ...
  • 10/25/2024 12:00:00 AM

Madison is located in the center of Dane County in south-central Wisconsin, 77 miles (124 km) west of Milwaukee and 122 miles (196 km) northwest of Chicago. The city completely surrounds the smaller Town of Madison, the City of Monona, and the villages of Maple Bluff and Shorewood Hills. Madison shares borders with its largest suburb, Sun Prairie, and three other suburbs, Middleton, McFarland, and Fitchburg. Other suburbs include the city of Verona and the villages of Cottage Grove, DeForest, and Waunakee as well as Mount Horeb, Oregon, Stoughton, and Cross Plains among others. According to th...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Automotive Service Advisor jobs
$55,869 to $71,156
Madison, Wisconsin area prices
were up 1.3% from a year ago

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