About the role: The Client Service Associate provides a unique opportunity to be involved in all areas of the business with a concentration on client-facing interactions. This position is the perfect fit for someone with a passion for people, a hunger for learning, and a desire to go above and beyond for the benefit of our clients. The Client Service Associate specializes in positive first impressions with clients and prospects, while managing client communications, team calendar, and insurance operations. We place a high degree of importance on efficiency, client servicing, and a growth mindset. A background in insurance is desired but not required.

About us: We are a leading financial planning and advisory firm based in Middleton, Wisconsin. We serve high-net-worth individuals, families, and related entities. Our mission is to help clients gain clarity in their life's purpose. Our process allows us to synchronize with our client's existing team of advisors in a collaborative environment. By leveraging this collective wisdom we'll develop an actionable financial plan connecting clients to their goals. We are associated with a long-standing respected brand and believe strongly in professional development and advancement of our new hires. As a group, we help protect our clients from fads and gimmicks, while staying on the razors edge of new planning concepts.

How to determine if you are the right fit for our culture:

• People describe you as warm, caring and empathetic
• You are detailed, flexible and can move quickly
• You are a self-starter, and enjoy finding solutions to problems on your own
• People have told you that one of your strengths is thinking ahead
• You are able to see things from the client's perspective
• Interacting with people energizes you
• You have excellent writing skills, including penmanship
• You are open to giving and receiving constructive feedback

Responsibilities include, but not limited to:

• Calendar management including coordinating, scheduling and confirming all appointments and meetings
• Gathering and ensuring accuracy of client data
• Meet with clients to take insurance applications
• Manage underwriting process beginning to end
• Back up and assist other team members as needed

Qualifications:

• Previous customer service or marketing experience
• Wisconsin Life and Health licensing
• Desire to work in our office with a small team
• Two or four year college degree
• Open to obtaining Series 7 securities license in the first two years

Aligning with our core values is a must for this role. Our core values are:

• Integrity: We are honest, doing the right thing
• Growth: We are continually learning and improving
• Courage: We have the moral strength to do things that are difficult
• Clarity: We strive to be easily understood and transparent in our work

We > Me: We serve, support, and respect each other, while holding each other accountable

We offer a comprehensive benefits package to all regular, full-time team members:

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Long-Term Disability Insurance
• 401(k) Retirement Savings Plan
• Vacation and Paid Time Off

Job Type: Full-time

Pay: $50,000.00 - $60,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to commute/relocate:

• Middleton, WI 53562: Reliably commute or planning to relocate before starting work (Required)

Work Location: In person

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