Client Services Associate

Overview

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!

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

• Manage client communications within the investment team.
• Oversee daily transactions and ensure accuracy of records.
• Maintain crucial client files and reports.
• Support marketing initiatives and contribute to relationship building with clients and internal partners.

• Bachelor's degree or administrative experience.
• Strong Microsoft Word and Excel skills.
• Goal-oriented mindset.
• FINRA licensing is preferred; the employer will support obtaining credentials for the right candidate.

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

EOE Disability/Vet