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Customer Service Assistant

BANK OF LUXEMBURG - 3.6

Luxemburg, WI Job Details Full-time $19.81 - $24.04 an hour 1 day ago Benefits Disability insurance Health insurance Dental insurance Paid time off Vision insurance Opportunities for advancement Pet insurance Qualifications Opening bank accounts Managing customer accounts Customer communication Investment advisory support Account maintenance Managing clients in a customer support role Client database systems Profit & loss Investment account customer support Sales management systems proficiency CRM system proficiency Technical Proficiency Entry level Time management Client interaction via phone calls Full Job Description Bank of Luxemburg is excited to announce an opening on our Legacy Financial Services team due to an internal promotion — a reflection of our commitment to employee growth and the strength of our award‑winning culture. As a two‑time Top Workplace, we proudly serve our community with a mission To Have a Positive Impact on People's Lives, and we're looking for someone who shares our passion for service, teamwork, and continuous improvement. As part of Legacy Financial Services—Bank of Luxemburg's investment services team—you'll help deliver a seamless, supportive experience for clients while strengthening advisor relationships and internal processes. This role supports our Financial Advisors and serves customers with professionalism, accuracy, and genuine care. What You'll Do You'll support advisors, assist customers, and manage essential administrative processes that keep our investment services running smoothly. Support advisor appointments by preparing reviews, forms, and summaries Open and maintain accounts for individuals, trusts, and employer plans Follow up with clients when paperwork is missing or rejected Coordinate monthly reports including cash balance, payroll, and P&L Assist with client inquiries in person and by phone What You Bring Someone who is detail‑oriented, organized, and committed to delivering outstanding customer service. Customer service strength with a friendly, professional demeanor Time‑management skills and comfort working within deadlines Tech proficiency including Word, Excel, CRM systems Problem‑solving ability and independence Team collaboration with advisors and colleagues Why Bank of Luxemburg We're a community‑focused financial institution committed to transparency, teamwork, and service. As a Top Workplace, we invest in our employees' growth and well‑being.

We offer:

Comprehensive insurance including health, dental, vision, disability, life, pet insurance and more Competitive pay and paid time‑off Paid volunteer time to support local causes Professional development and advancement opportunities Community‑driven culture rooted in our mission