About us
Passion is the driving force behind everything we do at Jacobson and Schmitt Advisors—from the smart investments we make to the personalized service we deliver to our clients. Our passion ensures that we are always working toward helping our clients achieve their financial goals and create a more successful future for our clients and associates.
Here's your chance! Work for a company that places client’s needs above all while receiving unlimited vacation, health insurance and more!
Our wealth management firm, located in Madison, Wisconsin is seeking a full-time Client Relations Specialist to be part of our growing practice. A successful candidate will have a positive attitude, strong communication skills, working knowledge of Cloud technology in the financial services industry supported by a foundation of customer service. Salary will be dependent upon experience.
Job Summary:
- Be the first friendly face our guests see when entering our office.
- Create a positive, welcoming, and clean environment for our clients.
- Help our team be productive and efficient at our office (purchase office supplies, coordinate with vendors, and handle logistics for team meetings)
- Answer and triage incoming calls
- Establish and maintain a positive and professional relationship with co-workers, clients, and visitors.
- Assist our operations team with document management (scanning, e-signing, preparation for client meetings
- Communicate effectively to ensure work is completed on time and correctly.
- Maintain client confidentiality.
- Follow existing policies and procedures.
Required Experience and Skills:
- Associate degree with 2+ years of related professional work experience
- Prior customer service experience in a professional service environment
- Ability to maintain the highest level of professionalism and confidentiality
- Proficient in MS Office required
- Proficient in Salesforce, a plus
- Ability to work independently, as well as in a team
- Excellent attention to detail and follow-up
- Excellent organization and planning skills
- Must be versatile and interact very well with a variety of professionals
Special Notes:
- Must pass a criminal background check before hire.
Job Type: Full-time
Pay: Commensurate with experience
Job Type: Full-time
Pay: $35,000.00 - $51,500.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Parental leave
Weekly day range:
Work setting:
Education:
Ability to Relocate:
- Middleton, WI 53562: Relocate before starting work (Required)
Work Location: In person