Client Services Associate - Waukesha State Bank Company : Job Details

Waukesha State Bank is one of the largest locally owned and independent community banks in Wisconsin, with 14 full-service offices located throughout Waukesha County. Our strength as a successful and growing financial services provider is rooted in a long-standing commitment to serving the community with a personalized, one-on-one approach to banking and an emphasis on customer service.

Are you a highly organized, detail-oriented professional with a passion for exceptional customer service? Waukesha State Bank is seeking a Client Services Associate to be the backbone of our Waukesha Investment Team! In this dynamic role, you'll manage client communications, oversee daily transactions, and maintain crucial client files and reports. You'll also play a key role in marketing initiatives and relationship building, ensuring our clients and internal partners receive top-tier support. If you thrive in a fast-paced environment and are eager to learn more about the investment services industry, this opportunity is for you!

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We're looking for a motivated team player with a bachelor's degree or administrative experience, strong Microsoft Word and Excel skills, and a goal-oriented mindset. While FINRA licensing is preferred, we'll support the right candidate in obtaining the necessary credentials. This role offers the chance to develop a rewarding career in investment services while working in a community-focused bank that values professionalism, integrity, and excellence. Ready to take the next step in your financial services career? Apply today and be part of a team dedicated to client success!

This is an onsite position in Waukesha County, WI

Employment with Waukesha State Bank is contingent upon successful completion of a criminal background check and drug screen.

EOE Disability/Vet