The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated ...
The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated ...
The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated ...
The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated ...
Client Service Representative
$20 - $22/hr
We're seeking a Client Service Supervisor who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of ...
Client Service Representative
$20 - $22/hr
We're seeking a Client Service Supervisor who is passionate about making a difference and driving impact. This role offers an opportunity to contribute to meaningful work and help shape the future of ...
Client Service Representative
$16.50 - $22.50/hr
At VCA-VESVSC we are seeking Client Service Representatives to join our hardworking team in Middleton, WI. We are an emergency and specialty facility open 24/7 with a variety of shifts available. At ...
Client Service Representative
$16.50 - $22.50/hr
At VCA-VESVSC we are seeking Client Service Representatives to join our hardworking team in Middleton, WI. We are an emergency and specialty facility open 24/7 with a variety of shifts available. At ...
Client Service Associate
Clinton, WI · On-site
$5.20K - $63.75K/yr
Our Clinton, WI office is hiring a Client Service Associate . This role serves as a liaison between the client and the Financial Advisors (FAs). You will work with all aspects of the client ...
Client Service Associate
Clinton, WI · On-site
$5.20K - $63.75K/yr
Our Clinton, WI office is hiring a Client Service Associate . This role serves as a liaison between the client and the Financial Advisors (FAs). You will work with all aspects of the client ...
Client Service Associate
Milwaukee, WI · On-site
$14.25 - $19.75/hr
We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee team. In this role, you will act as a key point of contact between the company and its clients ...
Client Service Associate
Milwaukee, WI · On-site
$14.25 - $19.75/hr
We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee team. In this role, you will act as a key point of contact between the company and its clients ...
Client Service Representative
$16.50 - $22.25/hr
At VCA-VESVSC we are seeking Client Service Representatives to join our hardworking team in Middleton, WI. We are an emergency and specialty facility open 24/7 with a variety of shifts available. At ...
Client Service Representative
$16.50 - $22.25/hr
At VCA-VESVSC we are seeking Client Service Representatives to join our hardworking team in Middleton, WI. We are an emergency and specialty facility open 24/7 with a variety of shifts available. At ...
Client Service Associate
$50K - $55K/yr
We are seeking a motivated Client Service Associate to join our dynamic team in Madison, WI. The ideal candidate will act as the primary point of contact for clients, ensuring their needs are met ...
Client Service Associate
$50K - $55K/yr
We are seeking a motivated Client Service Associate to join our dynamic team in Madison, WI. The ideal candidate will act as the primary point of contact for clients, ensuring their needs are met ...
Client Service Associate
$14.25 - $19.75/hr
We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee team. In this role, you will act as a key point of contact between the company and its clients ...
Quick apply
Client Service Associate
$14.25 - $19.75/hr
We are seeking a detail-oriented and client-focused Client Service Associate to join our Milwaukee team. In this role, you will act as a key point of contact between the company and its clients ...
Client Service Associate
$5.20K - $63.75K/yr
Our Clinton, WI office is hiring a Client Service Associate . This role serves as a liaison between the client and the Financial Advisors (FAs). You will work with all aspects of the client ...
Client Service Associate
$5.20K - $63.75K/yr
Our Clinton, WI office is hiring a Client Service Associate . This role serves as a liaison between the client and the Financial Advisors (FAs). You will work with all aspects of the client ...
Client Service Representative
Madison, WI · On-site
$16 - $22/hr
At VCA-VESVSC we are seeking Client Service Representatives to join our hardworking team in Middleton, WI. We are an emergency and specialty facility open 24/7 with a variety of shifts available. At ...
Client Service Representative
Madison, WI · On-site
$16 - $22/hr
At VCA-VESVSC we are seeking Client Service Representatives to join our hardworking team in Middleton, WI. We are an emergency and specialty facility open 24/7 with a variety of shifts available. At ...
Client Service Associate
$14.25 - $19.75/hr
The Client Service Associate will serve as a key point of contact between clients and internal teams, ensuring a seamless and positive customer experience. This role involves supporting client ...
Client Service Associate
$14.25 - $19.75/hr
The Client Service Associate will serve as a key point of contact between clients and internal teams, ensuring a seamless and positive customer experience. This role involves supporting client ...
The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative ...
The Client Services Associate (Registered) assists one or more Financial Advisor(s) (FA(s)) with the opening and maintenance of client accounts and records, performs a wide variety of administrative ...
The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated ...
The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated ...
Client Service Associate
Clinton, WI · On-site
$5.20K - $63.75K/yr
Our Clinton, WI office is hiring a Client Service Associate . This role serves as a liaison between the client and the Financial Advisors (FAs). You will work with all aspects of the client ...
Client Service Associate
Clinton, WI · On-site
$5.20K - $63.75K/yr
Our Clinton, WI office is hiring a Client Service Associate . This role serves as a liaison between the client and the Financial Advisors (FAs). You will work with all aspects of the client ...
Client Service Associate
$14.25 - $19.75/hr
The Client Service Associate will serve as a key point of contact between clients and internal teams, ensuring a seamless and positive customer experience. This role involves supporting client ...
Quick apply
Client Service Associate
$14.25 - $19.75/hr
The Client Service Associate will serve as a key point of contact between clients and internal teams, ensuring a seamless and positive customer experience. This role involves supporting client ...
QTI is partnering with a well-established, growing technology organization in the fleet services and compliance space to hire Client Service Representatives for their Madison office. This role plays ...
QTI is partnering with a well-established, growing technology organization in the fleet services and compliance space to hire Client Service Representatives for their Madison office. This role plays ...
Client Service Analyst
Madison, WI · On-site
$41.71K - $77.50K/yr
Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. * Assists in preparing new business ...
Client Service Analyst
Madison, WI · On-site
$41.71K - $77.50K/yr
Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. * Assists in preparing new business ...
Client Service Analyst
Madison, WI · On-site
$41.71K - $77.50K/yr
Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. * Assists in preparing new business ...
Client Service Analyst
Madison, WI · On-site
$41.71K - $77.50K/yr
Services relationships in the assigned portfolio to ensure an exceptional client experience. Introduces services to clients to enhance the overall experience. * Assists in preparing new business ...
Client Service Associate
Madison, WI · On-site
$50K - $55K/yr
We are seeking a motivated Client Service Associate to join our dynamic team in Madison, WI. The ideal candidate will act as the primary point of contact for clients, ensuring their needs are met ...
Client Service Associate
Madison, WI · On-site
$50K - $55K/yr
We are seeking a motivated Client Service Associate to join our dynamic team in Madison, WI. The ideal candidate will act as the primary point of contact for clients, ensuring their needs are met ...
Client Service information
See Wisconsin salary details
$9.95 - $11.51
2% of jobs
$11.51 - $13.08
4% of jobs
$13.08 - $14.65
11% of jobs
$15.51 is the 25th percentile. Wages below this are outliers.
$14.65 - $16.21
15% of jobs
The median wage is $17.65 / hr.
$16.21 - $17.78
20% of jobs
$17.78 - $19.34
15% of jobs
$20.42 is the 75th percentile. Wages above this are outliers.
$19.34 - $20.91
13% of jobs
$20.91 - $22.48
7% of jobs
$22.48 - $24.04
6% of jobs
$24.04 - $25.61
4% of jobs
$25.61 - $27.18
3% of jobs
$9
$18
$27
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Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 24 days ago
Nicolet National Bank rating
8.4
Based on 11 frontline employees who took The Breakroom Quiz
29th of 141 rated banks
Job description
The Advisory Client Service Supervisor is responsible for overseeing the day-to-day management of the advisory client service and support team and is responsible for executing all tasks associated with the Client Service Associate role. The Advisory Client Service Supervisor plays a critical role in ensuring a seamless client experience by providing exceptional customer service while simultaneously supporting efforts to grow the client base and assets. This role places a strong emphasis on client onboarding, client experience, client service, training, team management, project management, reporting, and continuous improvement. The Supervisor is responsible for mentoring and training Client Service Associates, managing the review and completion of Standard Operating Procedures (SOPs), and ensuring the efficiency and effectiveness of processes within the team.
- Supervise and support the advisory client service associates, fostering a collaborative and high-performance team culture.
- Provide coaching, mentoring, and development opportunities to team members.
- Assign and monitor daily tasks, ensuring alignment with department goals and service standards.
- Lead regular team meetings to communicate updates, share best practices, and address challenges.
- Ensure seamless client onboarding and ongoing service delivery across the advisory business.
- Monitor and enhance the client experience by identifying service gaps and implementing improvements.
- Serve as a point of escalation for client service issues, working with internal teams and custodians to resolve concerns promptly.
- Promote a client-first mindset throughout the team.
- Prepare advanced reports, presentations, and documentation to support client reviews and financial planning.
- Coordinate with internal departments (e.g., compliance, operations, trading) to resolve escalated issues.
- Monitor and track client service activities to ensure timely and accurate completion.
- Interface with custodians to open new accounts, update account information, and perform routine and specialized tasks.
- Oversee the review, maintenance, and completion of Standard Operating Procedures (SOPs) to ensure consistency and compliance.
- Identify opportunities for process improvement and implement changes to enhance operational efficiency.
- Collaborate with the AVP and other stakeholders to align team workflows with broader organizational strategies.
- Develop and deliver training programs for new and existing client service associates.
- Ensure team members are proficient in systems such as Schwab and Salesforce.
- Facilitate cross-training to build team flexibility and coverage.
- Maintain and update training materials and reference resources.
- Lead or support department-level projects related to client service enhancements and operational improvements.
- Track and report on key service metrics.
- Provide regular updates to leadership on team performance, challenges, and successes.
- Ensure compliance with internal procedures and regulatory standards.
Qualifications:
- Bachelor's degree in finance, business administration, or a related field.
- Minimum of five years of experience in financial services or client service. At least two years in a supervisory role preferred.
- Active (or willing to sit for) Series 7, 63, and 65 or Series 7 and 66.
- Strong understanding of advisory operations and client service principles.
- Proven ability to lead and develop a team in a fast-paced environment.
- Excellent communication, interpersonal, and organizational skills.
- Strong problem-solving and analytical abilities.
- Proficiency in Schwab, Salesforce, and Microsoft Office Suite.
- Familiarity with financial services industry regulations and compliance standards.
- Ability to manage multiple priorities and adapt to changing business needs.
- Commitment to continuous improvement and operational excellence.
Benefits:
- Medical, Dental, Vision, amp; Life Insurance
- 401(k) with a company match
- PTO amp; 11 1/2 Paid Holidays
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities and skills required for the position.
Equal Opportunity Employer/Veterans/Disabled
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About NICOLET NATIONAL BANK
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
201 - 500 Employees
Headquarters location
Green Bay, WI, US
Year founded
2000