Overview UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team ... Manage, direct, and troubleshoot incoming calls from the wealth management group extension. * Make ...
Overview UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team ... Manage, direct, and troubleshoot incoming calls from the wealth management group extension. * Make ...
Overview UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team ... Manage, direct, and troubleshoot incoming calls from the wealth management group extension. * Make ...
Overview UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team ... Manage, direct, and troubleshoot incoming calls from the wealth management group extension. * Make ...
Overview UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team ... Manage, direct, and troubleshoot incoming calls from the wealth management group extension. * Make ...
Overview UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team ... Manage, direct, and troubleshoot incoming calls from the wealth management group extension. * Make ...
Client Services Associate I - Wealth Management Department
Madison, WI · On-site
$28.03/hr
At UW Credit Union, we provide meaningful financial services to our members with the honesty and ... Manage, direct, and troubleshoot incoming calls from the wealth management group extension. * Make ...
Client Services Associate I - Wealth Management Department
Madison, WI · On-site
$28.03/hr
At UW Credit Union, we provide meaningful financial services to our members with the honesty and ... Manage, direct, and troubleshoot incoming calls from the wealth management group extension. * Make ...
UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team in ... Manage, direct, and troubleshoot incoming calls from the wealth management group extension. * Make ...
UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team in ... Manage, direct, and troubleshoot incoming calls from the wealth management group extension. * Make ...
Farm Management Outreach Specialist
Madison, WI · On-site +1
$70K/yr
The UW-Madison Division of Extension is hiring a new Farm Management Outreach Specialist position, designed to incorporate research findings into outreach to agricultural producers and agribusiness ...
Farm Management Outreach Specialist
Madison, WI · On-site +1
$70K/yr
The UW-Madison Division of Extension is hiring a new Farm Management Outreach Specialist position, designed to incorporate research findings into outreach to agricultural producers and agribusiness ...
The UW-Madison Division of Extension is hiring a new Farm Management Outreach Specialist position, designed to incorporate research findings into outreach to agricultural producers and agribusiness ...
The UW-Madison Division of Extension is hiring a new Farm Management Outreach Specialist position, designed to incorporate research findings into outreach to agricultural producers and agribusiness ...
Farm Management Outreach Specialist
Madison, WI · On-site
$70K/yr
The UW-Madison Division of Extension is hiring a new Farm Management Outreach Specialist position, designed to incorporate research findings into outreach to agricultural producers and agribusiness ...
Farm Management Outreach Specialist
Madison, WI · On-site
$70K/yr
The UW-Madison Division of Extension is hiring a new Farm Management Outreach Specialist position, designed to incorporate research findings into outreach to agricultural producers and agribusiness ...
Dairy Economist
Madison, WI · On-site
Work with interdisciplinary teams within CALS, the Division of Extension, UW-Madison, and across the Hub's campuses to advance integrated approaches to solving real-world challenges in the dairy ...
Dairy Economist
Madison, WI · On-site
Work with interdisciplinary teams within CALS, the Division of Extension, UW-Madison, and across the Hub's campuses to advance integrated approaches to solving real-world challenges in the dairy ...
Dairy Economist
Madison, WI · On-site
Work with interdisciplinary teams within CALS, the Division of Extension, UW-Madison, and across the Hub's campuses to advance integrated approaches to solving real-world challenges in the dairy ...
Dairy Economist
Madison, WI · On-site
Work with interdisciplinary teams within CALS, the Division of Extension, UW-Madison, and across the Hub's campuses to advance integrated approaches to solving real-world challenges in the dairy ...
Dairy Economist
Madison, WI · On-site +1
Work with interdisciplinary teams within CALS, the Division of Extension, UW-Madison, and across the Hub's campuses to advance integrated approaches to solving real-world challenges in the dairy ...
Dairy Economist
Madison, WI · On-site +1
Work with interdisciplinary teams within CALS, the Division of Extension, UW-Madison, and across the Hub's campuses to advance integrated approaches to solving real-world challenges in the dairy ...
Program Manager, Project ECHO
Seattle, WA · On-site
$153K/yr
UW Medicine Digital Health Office has an outstanding opportunity for a Program Manager, Project ECHO (Extension for Community Health Outcomes). WORK SCHEDULE 100% FTE Weekdays Onsite as business ...
Program Manager, Project ECHO
Seattle, WA · On-site
$153K/yr
UW Medicine Digital Health Office has an outstanding opportunity for a Program Manager, Project ECHO (Extension for Community Health Outcomes). WORK SCHEDULE 100% FTE Weekdays Onsite as business ...
To learn more about what we offer, please refer to UW's Benefits Summary. JOB TITLE: Extension Educator, Asst - Weston Co. Community Vitality & Health JOB PURPOSE: Are you seeking a career that will ...
To learn more about what we offer, please refer to UW's Benefits Summary. JOB TITLE: Extension Educator, Asst - Weston Co. Community Vitality & Health JOB PURPOSE: Are you seeking a career that will ...
Regional Crops Educator
Port Washington, WI · On-site
$62K/yr
About the Institute The UW-Madison Division of Extension Agriculture Institute addresses emerging issues related to Wisconsin's agriculture and horticulture systems with research-based outreach to ...
Regional Crops Educator
Port Washington, WI · On-site
$62K/yr
About the Institute The UW-Madison Division of Extension Agriculture Institute addresses emerging issues related to Wisconsin's agriculture and horticulture systems with research-based outreach to ...
Regional Crops Educator
Port Washington, WI · On-site
$62K/yr
About the Institute The UW-Madison Division of Extension Agriculture Institute addresses emerging issues related to Wisconsin's agriculture and horticulture systems with research-based outreach to ...
Regional Crops Educator
Port Washington, WI · On-site
$62K/yr
About the Institute The UW-Madison Division of Extension Agriculture Institute addresses emerging issues related to Wisconsin's agriculture and horticulture systems with research-based outreach to ...
About the Institute The UW-Madison Division of Extension Agriculture Institute addresses emerging issues related to Wisconsin's agriculture and horticulture systems with research-based outreach to ...
About the Institute The UW-Madison Division of Extension Agriculture Institute addresses emerging issues related to Wisconsin's agriculture and horticulture systems with research-based outreach to ...
About the Institute The UW-Madison Division of Extension Agriculture Institute addresses emerging issues related to Wisconsin's agriculture and horticulture systems with research-based outreach to ...
New
About the Institute The UW-Madison Division of Extension Agriculture Institute addresses emerging issues related to Wisconsin's agriculture and horticulture systems with research-based outreach to ...
New
Lake Superior Reserve Research Administrative Specialist
Superior, WI · On-site
$44K - $60K/yr
This position will work directly with UW-Madison Extension, the Reserve director, and program coordinators to establish new awards, manage existing award budgets, and ensure timely and accurate ...
Lake Superior Reserve Research Administrative Specialist
Superior, WI · On-site
$44K - $60K/yr
This position will work directly with UW-Madison Extension, the Reserve director, and program coordinators to establish new awards, manage existing award budgets, and ensure timely and accurate ...
Lake Superior Reserve Research Administrative Specialist
Superior, WI · On-site
$44K - $60K/yr
This position will work directly with UW-Madison Extension, the Reserve director, and program coordinators to establish new awards, manage existing award budgets, and ensure timely and accurate ...
Lake Superior Reserve Research Administrative Specialist
Superior, WI · On-site
$44K - $60K/yr
This position will work directly with UW-Madison Extension, the Reserve director, and program coordinators to establish new awards, manage existing award budgets, and ensure timely and accurate ...
About the Institute The UW-Madison Division of Extension Agriculture Institute addresses emerging issues related to Wisconsin's agriculture and horticulture systems with research-based outreach to ...
New
About the Institute The UW-Madison Division of Extension Agriculture Institute addresses emerging issues related to Wisconsin's agriculture and horticulture systems with research-based outreach to ...
New
Uw Extension information
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$73K - $77.3K
3% of jobs
$77.3K - $81.5K
4% of jobs
$81.5K - $85.8K
4% of jobs
$85.8K - $90.1K
8% of jobs
$91.9K is the 25th percentile. Wages below this are outliers.
$90.1K - $94.4K
12% of jobs
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14% of jobs
The median wage is $100.2K / yr.
$98.6K - $102.9K
13% of jobs
$102.9K - $107.2K
14% of jobs
$108.6K is the 75th percentile. Wages above this are outliers.
$107.2K - $111.5K
11% of jobs
$111.5K - $115.7K
9% of jobs
$115.7K - $120K
8% of jobs
$73K
$100.2K
$120K
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What is a UW Extension?
A UW Extension job typically involves outreach, education, and community engagement through the University of Wisconsin Extension system. Employees in these roles work to provide research-based knowledge and programs in areas like agriculture, youth development, community development, and health. Positions may include educators, program coordinators, or specialists who collaborate with local communities to address various needs. These roles often require expertise in a specific subject area and strong communication skills to deliver resources effectively.
What does a typical week look like for someone working in a UW Extension role?
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What are the key skills and qualifications needed to thrive in the UW Extension position, and why are they important?
To thrive in a UW Extension role, you need expertise in community outreach, program development, and subject area knowledge relevant to the extension's focus, often supported by a bachelor’s or master’s degree. Familiarity with educational platforms, data collection tools, and basic research or agricultural systems certifications may be required. Strong interpersonal skills, public speaking ability, and cultural competency help build effective relationships with diverse community members. These skills are vital for delivering impactful educational programs and ensuring community engagement and program success.
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Full-time
Medical, Dental, Vision, Life, Retirement
Re-posted 12 days ago
Job description
UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team in Madison!
Do you have a passion for providing exceptional customer service and delivering quality? Do you have strong organizational, verbal, and written communication skills? Are you looking for an opportunity that has development within the role? If you answered yes to all three questions, then this is the position for you!
At UW Credit Union, we provide meaningful financial services to our members with the honesty and integrity they deserve. As a Client Services Associate, you will be responsible for building relationships, promoting Wealth Management services to UW Credit Union employees, members, and the community at large and providing administrative support to the Wealth Management team.
ResponsibilitiesA Day in the Life of a Client Services Associate
Every day will be different but below is a snapshot of what you will do:
- Start the day off preparing the office for appointments for the Advisors.
- Create a warm and welcoming environment at the front desk of one of our wealth management hubs.
- Provide personalized, professional service to all members and representatives in an exceptional manner, seeking out opportunities to exceed member expectations.
- Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine servicing activities (ex. tax planning tasks), seminar/webinar support, client events and financial transaction items.
- Interact with members in-person and over the phone to review their account status, answer questions and collect information.
- Continuously organize and regroup from priority interruptions while completing daily routine tasks.
- Manage, direct, and troubleshoot incoming calls from the wealth management group extension.
- Make outbound calls regarding various client situations and routine tasks.
- Work with multiple Financial Advisors to support sales functions.
What You'll Need to Succeed
- Associate's degree in buisness, finance or related field required or equivalent work experience.
- 1+ year of experience in financial services, bank operations and/or client services.
- 1+ years of customer service experience preferred.
- High level of problem-solving skills
- Demonstrated experience with inbound and outbound customer/member calls
- Efficient, detail-oriented, self-starter, able to work independently and as a member of a team
- Licensed in the following or obtain within the 1st year of employment (UW Credit Union will pay for 1-2 rounds of exam fees with the opportunity to receive a recognition bonus for successfully obtaining/having all licenses):
- WI Insurance Life & Health License
- Securities Industry Essentials (SIE)
- FINRA Series 7
- FINRA Series 66
Why work for UW Credit Union?
Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive:
- 21.5 days of annual time off (accrued per pay period)
- 2 weeks paid caregiver leave
- 2.5 weeks paid new child parental leave
- 2 days paid volunteer time
- 10 paid holidays (including your birthday!)
- 401k company match of up to 5%, plus approximately 4% discretionary match
- Variable bonus reward
- Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
- Employee Assistance Program
- And more!
All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category.
Employment Type: FULL_TIMEAbout UW Credit Union
Sourced by ZipRecruiter
Industry
Commercial banking
Company size
501 - 1,000 Employees
Headquarters location
Madison, WI, US
Year founded
1931