Find & Apply For Financial Analyst Jobs in De Pere, Wisconsin

Customer Service Representative/Paraplanner Bernicke Wealth Management, Ltd. De Pere, WI Job Details Full-time 7 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance 401(k) matching Professional development assistance Qualifications Teamwork Bachelor of Science High school diploma or GED Bachelor's degree Customer support

Faxing Full Job Description Location:

De Pere, WI Reports to:

Paraplanner Manager Hours:

40-45 per week between the hours of 8:00 a.m. - 7:00 p.m. Monday-Friday - based on meetings. Job Summary This position supports Wealth Managers during meetings and assists with preparing for educational seminars. Assist clients by opening new accounts and a variety of other service items. Works closely with other team members to ensure client needs are met. Essential Duties & Responsibilities Attend and assist Wealth Managers with client meetings. Proficiently record meeting notes and promptly distribute or complete tasks from the meetings. Maintain a high level of professionalism when communicating with clients and team members. Coordinate venues, prepare materials, and confirm reservations for educational events. Back up other firm co-workers' essential duties when needed. Gather information from clients via phone, previous meeting notes, or from other team members. In some cases, contact with account custodians will be needed to get updated account information. Collect information, complete paperwork, and coordinate the signing of paperwork with clients as needed (i.e. in-person, UPS, fax, etc.). Assist Wealth Managers with maintaining the client financial website. Answer client questions about logging in, broken account connections, uploading documents, and watching for updates to the website. Manage, prioritize, and follow-through on multiple projects simultaneously. Maintain confidentiality of all items, client and firm related, at all times. Accountability Responsible for completing assigned tasks, gathering and maintaining client financial information, prepping for meetings, and assisting with carrying out the recommendations of team members. Become proficient with firm technologies. Maintain firm's

Core Values:

Eager to Learn, Above & Beyond, Team-Oriented, Integrity, and Takes Ownership. Work Environment Professional office environment. Occasional travel to attend client events, seminars, and training (during and before/after normal business hours). Primarily working out of the De Pere, WI office.

Qualifications Education:

High School with a BA or BS degree (or equivalent experience preferred). Strong written and verbal communications skills.

Job Type:

Full-time Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Professional development assistance Vision insurance

Experience:

Customer support: 1 year (Preferred)

Work Location:

In person