Client Associate jobs in Janesville, WI
Recently Added Client Associate jobs
Client Associate
- OneTen
-
ROCKFORD, IL
FULL_TIME
-
About this role:
Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells FargoAdvisors. Learn more about our career areas and lines of business at wellsfargojobs.com.
In this role you will:- Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
- Facilitate Financial Advisor and client requests for account related information and/or quotes
- Schedule and prepare for appointments with new or prospective clients
- Establish and service client accounts, prepare forms, research account inquiries and/or issues, and enter security order tickets after being approved by the Financial Advisor(s)
- Execute various administrative functions for the Financial Advisor(s) and Branch Management including, but not limited to, tracking referrals, assisting with marketing related activities, establishing, and maintaining files to meet the firm's regulatory requirements
- Establish and maintain filing and record keeping necessary to support efforts to service and grow client relationships
- Acts as the liaison for all referral sources by reviewing paperwork for completeness and forwarding to management for review when applicable
Required Qualifications:- 2 years of Brokerage and Client Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:- Client service focus with experience listening, eliciting information efficiently, comprehending, and resolving complex customer issues
- Brokerage or Financial Services industry experience
- Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
- Experience interacting directly with customers
- Ability to provide administrative support, including responding to prospect/customer inquiries and requests for information
- Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
This position is subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents.
This position is not eligible for Visa sponsorship.
Posting location:- 6801 Spring Creek Rd, Rockford, IL 61114
Posting End Date:
15 Apr 2024
*Job posting may come down early due to volume of applicants.
We Value Diversity
At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. - Assist Financial Advisor(s) colleagues with service and operational related activities such as providing service to clients via telephone, direct interaction and/or written correspondence
- 5 Days Ago
Client Associate
- OneTen
-
ROCKFORD, IL
FULL_TIME
- About this role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells FargoAdvisors. Learn more about our career areas and lines of business at wellsfargojobs....
- 5 Days Ago
Client Associate
- Wells Fargo
-
ROCKFORD, IL
FULL_TIME
- About this role:Wells Fargo is seeking a Client Associate in Wealth and Investment Management as part of Wells FargoAdvisors. Learn more about our career areas and lines of business at wellsfargojobs....
- 25 Days Ago
Medical record clerk
- HealthEcareers - Client
-
Dixon, IL
FULL_TIME
- To Apply for this Job Click Here POSITION : Medical Records Clerk SCHEDULE : Full-Time / 10am-6pm / Weekends off FACILITY : Dixon Correctional Center LOCATION : Dixon, IL A Job Should be MORE than jus...
- 19 Days Ago
Client Service Associate
- The Union Bank Company
-
Ohio, IL
FULL_TIME
- Would you like to be part of a winning team and serve your community? If so, The Union Bank Company has a full-time Client Service Associate position open at the Delphos branch. It is encouraged that ...
- 25 Days Ago
Associate Private Client Financial Advisor
- Wells Fargo
-
JANESVILLE, WI
FULL_TIME
- About this role:Wells Fargo is seeking an Associate Private Client Financial Advisor (LO)in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our career areas and line...
- 8 Days Ago
Filters
- Current Active Filter
- Janesville, WI
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Client Associate jobs found in Janesville, WI area
Strategic Accounts Analyst
- Tarkett
-
Madison, WI
- Strategic Accounts Analyst page is loaded Strategic Accounts Analyst Apply locations United States, Milwaukee, (WI) Unit...
- 4/24/2024 12:00:00 AM
Client Executive Sales Representative
- Ascend Learning, Inc.
-
Madison, WI
- ** Client Executive Sales Representative** **Job Category****:** Sales **Requisition Number****:** CLIEN003664 Showing 1...
- 4/22/2024 12:00:00 AM
Client Service Associate - Work from Home (SP)
- Globe Life AO National
-
Rockford, IL
- Client Service Associate ~ Work From HOMEAs a Client Service Associate ~ Work From HOME, you will become a licensed insu...
- 4/22/2024 12:00:00 AM
IT Service Sales/ BDM/ Director
- YASH Technologies
-
Madison, WI
- Business Development / Sales Managers / Directors (Various Roles and Locations) YASH Technologies is hiring multiple ful...
- 4/22/2024 12:00:00 AM
Client Services Associate
- The Qti Group
-
Madison, WI
- The QTI Group is partnering with Resonant Capital Advisors to hire a Client Service Associate (CSA) to join their team. ...
- 4/22/2024 12:00:00 AM
High Net Worth Service Associate - Greater Milwaukee, WI Area
- Fidelity TalentSource LLC
-
Madison, WI
- Job Description: To be eligible for consideration of this role, your primary residence must be located within a 90 mile ...
- 4/22/2024 12:00:00 AM
Customer Service Representative (Be part of a growing team!)
- HR Value Partners
-
Janesville, WI
- Job Description Job Description Western Container – Customer Service Representative Western Container Corporation is on ...
- 4/21/2024 12:00:00 AM
Bilingual Customer Service Specialist (Spanish)
- Sherwin-Williams
-
Lake Geneva, WI
- Customer Service Specialists work closely with wholesale and retail customers to determine their needs, answer their que...
- 3/23/2024 12:00:00 AM
About Janesville, Wisconsin
Janesville is a city in southern Wisconsin, United States. It is the county seat and largest city of Rock County, and the principal municipality of the Janesville, Wisconsin, Metropolitan Statistical Area. As of the 2010 census, the city had a population of 63,575.
According to the United States Census Bureau, the city has a total area of 34.45 square miles (89.23 km2), of which 33.86 square miles (87.70 km2) is land and 0.59 square miles (1.53 km2) is water. The city is divided by the Rock River....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Client Associate jobs
$51,650 to $67,721
Janesville, Wisconsin area prices
were up 1.3% from a year ago
were up 1.3% from a year ago
What does a Client Associate do?
Client Associate
Assisting clients and the wealth management team with preparation of account applications, asset-transfer forms, and client-specific requests at various custodians (.
October 26, 2022
Monitors and proactively communicates on-going issues that impact customer satisfaction and helps ensure timely resolution.
November 22, 2022
Actively supports our CO-OP culture and embraces our core values of Work as Partners, Communicate Openly and Honestly, Demonstrate Excellence and Champion Change in all interactions.
January 22, 2023
Build solid working relationships with team members, acting as a resource for others whenever possible.
March 03, 2023
Manages a large amount of inbound calls or chats in a timely manner related to at least five major areas of the eMoney platform.
April 05, 2023
Works within matrix cross-functional teams to sustain and improve internal processes and procedures.
April 17, 2023
Understand client issues, be responsible for providing timely follow-up to clients and be accountable for client satisfaction through the ownership of the problem.
April 24, 2023
Prepare and ensure new business paperwork successfully submitted which includes preparing forms, obtain appropriate signatures, prepare documentation to send to home office, track new insurance applications and coordinate rollovers.
May 02, 2023
Demonstrate service delivery excellence by fielding client calls, supporting product transactions, answering questions and finding resolutions to service related issues.
May 06, 2023
Provide general administrative duties such as answering the advisors phone, processing expense management reports, prepare routine client correspondence, support for closes, set up of client files, copy and new business correspondence and alerts.
May 18, 2023