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Client Operations Intern Jobs in Wisconsin (NOW HIRING)

Compeer Financial

Sr Lending Specialist

Lancaster, WI · On-site

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated ... Focuses on creating valuable financial solutions to client operations while generating revenue and ...

Compeer Financial

Insurance Officer

Onalaska, WI · On-site

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated ... Ensures the insurance products meet the needs of the client's operation. * Reviews coverage ...

Compeer Financial

Insurance Officer

Onalaska, WI · Hybrid

Casual/seasonal & intern team members are not eligible for benefits except for state-mandated ... Ensures the insurance products meet the needs of the client's operation. * Reviews coverage ...

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Client Operations Intern information

What are the big 4 internships?

The Big 4 internships refer to internship programs offered by the four largest professional services firms: Deloitte, PricewaterhouseCoopers (PwC), Ernst & Young (EY), and KPMG. These internships provide experience in audit, consulting, tax, and advisory services and are highly competitive for students pursuing careers in accounting and consulting. Interns often gain exposure to real client work, develop technical skills, and may receive full-time job offers after graduation.

Is 22 too old for an internship?

A Client Operations Intern position is typically open to a range of ages, and 22 is generally considered a suitable age for internships, especially for recent graduates or those seeking career experience. Age should not be a barrier if the candidate has relevant skills, such as communication and organization, and meets the internship requirements. Employers value diverse backgrounds and experiences regardless of age.

What does an operations intern do?

A Client Operations Intern supports daily business functions by assisting with client account management, data entry, and process coordination. They often use tools like Excel or CRM software and may gain experience in customer service, communication, and organizational skills during their internship.

What does a Client Operations Intern do?

A Client Operations Intern supports the operations team in managing relationships with clients and ensuring smooth delivery of services or products. Their responsibilities often include assisting with client onboarding, handling administrative tasks, tracking client requests, and helping coordinate internal processes to meet client needs. Interns may also work on data entry, preparing reports, and collaborating with different departments to resolve client issues. This role provides valuable exposure to client relationship management and business operations in a professional setting.

Is $30 an hour good for an internship?

For a Client Operations Intern, $30 an hour is considered a competitive rate, especially for internships that require specific skills like communication and data management. Internships typically pay less than full-time roles, but this rate exceeds the average for many entry-level or internship positions, indicating a strong compensation package. However, the value also depends on the location, industry standards, and the internship's responsibilities.

What are the typical responsibilities of a Client Operations Intern, and how do they contribute to the overall success of the team?

As a Client Operations Intern, your daily tasks often include supporting account managers, assisting with onboarding new clients, maintaining data accuracy in client records, and helping resolve minor client issues. You'll also collaborate closely with sales, customer service, and other operations team members to ensure client needs are met efficiently. This role provides a valuable opportunity to learn about client relationship management and operational workflows, while your attention to detail and proactive communication directly contribute to positive client experiences and smooth internal processes.

What are the key skills and qualifications needed to thrive as a Client Operations Intern, and why are they important?

To thrive as a Client Operations Intern, you typically need strong organizational abilities, attention to detail, and a background in business or related studies. Familiarity with CRM systems, Microsoft Excel, and basic project management tools is often expected. Excellent communication, adaptability, and a proactive attitude help interns effectively support teams and interact with clients. These skills and qualities are crucial for ensuring smooth client operations, accurate data management, and positive client experiences.
What are popular job titles related to Client Operations Intern jobs in Wisconsin? For Client Operations Intern jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Client Operations Intern jobs in Wisconsin look for? The top searched job categories for Client Operations Intern jobs in Wisconsin are:
What cities in Wisconsin are hiring for Client Operations Intern jobs? Cities in Wisconsin with the most Client Operations Intern job openings:
Client Operations Intern jobs near you
Sr Lending Specialist

Sr Lending Specialist

Compeer Financial

Prairie Du Sac, WI • On-site

Other

Medical, Dental, Vision, Life, Retirement, PTO

Posted 28 days ago

Job description

Empowered to live. Inspired to work.
Compeer Financial is a member-owned cooperative located in Illinois, Minnesota and Wisconsin. We bring together team members with a variety of backgrounds and experiences to help provide financial services to support agriculture and rural communities. Join us in a culture that not only promotes meaningful work and professional development, but provides a flexible, hybrid work environment and excellent benefits, which empower you to thrive both personally and professionally.
How we support you:
  • Hybrid model - up to 50% work from home
  • Flexible schedules including ample flexibility in the summer months
  • Up to 9% towards 401k (3% fixed Compeer contribution plus up to 6% match)
  • Benefits: medical, dental, vision, HSA/FSA, life & AD&D insurance, short-term and long-term disability, wellness program & EAP
  • Vacation, sick leave, holidays/floating holidays, parental leave, and volunteer paid time off
  • Learning and development programs
  • Mentorship programs
  • Cross-functional committee opportunities (i.e. Inclusion Council, emerging professional groups, etc.)
  • Professional membership/certification reimbursement and more!
Casual/seasonal & intern team members are not eligible for benefits except for state-mandated programs.
To learn more about Compeer Financial visit www.compeer.com/careers.
Where you will work: This position offers a hybrid work option, with required business travel, and is based out of any WI Compeer office location.
The contributions you will make: This position leads and directs the efficient and effective development of client relationships (farmers and ranchers operating in local/regional food systems); to provide creative, valuable solutions to client problems; and to provide value-added service by cross-selling all of the organization's financial services to existing clients when a need has been identified. Actively participates in the development and implementation of client solutions. Leads sales and marketing efforts in a specific market and is a trusted advisor. Provides subject matter expertise and influences industry growth for specialized industries.
A typical day:
Business Development
  • Researches and identifies prospective new clients and increases opportunities for business growth with existing clients.
  • Seeks new loan business by developing relationships with existing clients, searching for new clients and meeting with prospective clients to gain their business.
  • Maintains prospect files and establishes ongoing prospecting plans and activities.
  • Assists leadership in developing and delivering business plan objectives and marketing programs that enable the organization to meet business goals.
  • Focuses on creating valuable financial solutions to client operations while generating revenue and volume for the organization.
  • Participates in the development of new products/services and/or the development of product promotion campaigns in collaboration with the Compeer Marketing team, as needed.
Client Relationship Management
  • Represents the organization for select moderately complex commercial accounts including some multi-lender relationships.
  • Continually builds and develops solid relationships with existing clients by bringing valued knowledge and experience to help manage the client's agricultural operations more effectively and efficiently.
  • Provides creative solutions and cross-sells value-added financial services to existing clients.
  • Maintains and delivers the appropriate systems and structures to support a relationship selling culture.
  • Delivers expert industry knowledge and world class client service.
  • Supports a relationship selling structure.
  • Delivers "value added" informational services to the farming operation.
Portfolio Servicing
  • Works with client to gather and analyze their financial information.
  • Processes new loan applications, renewal of existing operations for commercial real estate loans.
  • Follows up with client to request financials to ensure up to date accurate information as needed.
  • Discusses and collects required financial documentation with the client and quality of financials reported.
  • Uses Compeer systems (Salesforce, SharePoint, etc.) and workflows to accurately enter, review and correct data that has been entered into the system for each loan file from application to closing.
Industry Expertise and Community Involvement
  • Develops in depth knowledge of product and service offerings to benefit association clients.
  • Networks and attends industry meetings and conferences to gain knowledge that can be shared with clients and prospective clients. May provide education or share knowledge as an industry speaker as needed.
  • Collaborates with association subject matter experts to expand knowledge and educate product benefits to clients and prospective clients.
  • Networks with other key industry leaders to strengthen relationships.
  • Maintains active involvement in industry professional groups.
  • Represents Compeer across Rural America.
The skills and experience we prefer you have:
  • Bachelor's degree in business, agriculture or related field or an equivalent combination of education and experience sufficient to perform the essential functions of the job.
  • Advanced-level experience in the agribusiness/farming industry, or similar experience in agricultural credit or closely related field.
  • Knowledge of federal and state (Illinois, Minnesota, and Wisconsin) laws, regulations and compliance requirements specific to the financial industry and Farm Credit.
  • Understand the program offerings by network partners like the Farm Service Agency, USDA, SBA, and independent agriculture groups.
  • Expert working knowledge of business development and relationship management.
  • Highly self-motivated with the ability to work independently.
  • High level of confidentiality and integrity.
  • Advanced problem-solving skills, decision making, negotiating and organizational skills.
  • Strong analytical skills with strength in attention to details.
  • Be able to know and teach accounting principles and cashflow management.
  • Strong listening, written and verbal communication skills, with ability to communicate at all levels of the organization.
  • Strong computer skills, including MS Office applications and customer relationship management (CRM) programs.

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How we will take care of you:
Our job titles may span more than one career level (associate, senior, principal, etc.). The actual title and base pay offered is dependent upon many factors, such as: training, transferable skills, work experience, business needs and market demands. The base pay range is subject to change and may be modified in the future. This role is eligible for variable compensation and other benefits.
Base Pay
$94,400-$160,300 USD
Compeer Financial is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Must be authorized to work for any employer in the United States. Compeer is unable to sponsor or take over sponsorship of an employment visa at this time.
Click here to view federal employment laws applicable for applicants.

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