1+ YOEAssociate's or Bachelor's degree, 1–2 years client service in wealth management, experience on Fidelity or Schwab platforms, strong securities knowledge, Microsoft Outlook/Word/Excel and Salesforce proficiency, excellent communication and teamwork.
Fidelity, Schwab, Microsoft Outlook, Microsoft Word, Microsoft Excel, Salesforce, Orion
2+ YOE2+ years client services/administrative support in financial services preferred; bachelor’s/associate’s preferred; strong communication, multitasking, Salesforce experience, ability to prepare client paperwork and support advisors.
Wealth Enhancement Group: Comprehensive wealth management and financial planning for individuals.
Client service or administrative experience preferred, bachelor\u0002s degree preferred, strong communication, attention to detail, Microsoft Office proficiency; Salesforce experience a plus.
Triumph Financial: Provides financial and technology solutions for the transportation industry.
0+ YOEHigh school diploma or GED, 6–12 months teller experience preferred, strong communication, customer service and cash-handling skills, basic Microsoft Office familiarity, ability to travel to other branch locations.
TBK BankNASDAQ: TFIN: Provides commercial, consumer, and transportation-focused financial services.
High school diploma or GED, age 18+, customer service experience; 6-12 months teller experience preferred. Ability to process transactions, open accounts, and maintain regulatory compliance.
Triumph Financial: Provides financial and technology solutions for the transportation industry.
0.5+ YOEProvide accurate financial transactions, develop customer relationships, open accounts, handle stop payments and card orders, and identify cross-sell opportunities; preferred 6-12 months teller or customer service experience.
TBK BankNASDAQ: TFIN: Provides commercial, consumer, and transportation-focused financial services.
High school diploma or GED, excellent communication, basic Microsoft Office skills, 6–12 months teller or customer service experience preferred, able to travel to other locations for training.
Lake Ridge BankOTC: LRBI: Community bank providing commercial, personal, and wealth management services.
5+ YOEAssociate's degree or equivalent experience, 5+ years in banking/financial services with leadership experience; strong knowledge of retail banking products, digital services, KPIs, and advanced computer skills (Word, Excel, Outlook).
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, AI
Philadelphia or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Frisco or Madison or Janesville or Milwaukee or Oak Creek or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$16-$41/hrRemoteFull Time
Baker Tilly: Provides audit, tax, and consulting services to business clients.
2+ YOEHigh school diploma, 2 years customer service experience (or associate's preferred), ability to work remote contact center, strong data entry and communication, knowledge of health insurance terminology preferred.
Part Time (20 Hours) Associate Banker, Janesville Westside Branch, Janesville, WI
Janesville, Wisconsin, United States
OnsitePart Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Provide attentive client service, open and service accounts, use digital channels, manage cash devices, and learn products and procedures; high school diploma/GED and client service experience required.
Frisco or Williamsport or State College or Eau Claire or Pittsburgh or Lancaster or Appleton or Pittston or Madison or Janesville or Milwaukee or Clarks Summit or Lehigh Valley or New Castle or Huntingdon Valley
$22-$41/hrOnsiteFull Time
Baker Tilly: Provides audit, tax, and consulting services to business clients.
1+ YOEPayroll experience, ADP platform experience desirable, Associate degree preferred, proficiency with Outlook and Microsoft Office (Word, Excel, PowerPoint), strong client service and communication skills.
ADP, Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
CDS Full Time Event Manager - Product Demonstration
Middleton or Madison or Verona
$51k-$64k/yrFieldFull Time
Advantage Solutions: Provides outsourced sales, merchandising, and marketing for consumer brands.
3+ YOERequires associate degree or equivalent experience, 3–5 years of relevant client- or supplier-side experience, leadership and communication skills, computer proficiency, and NEHA Professional Food Handler Certification.
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Microsoft Access, Microsoft Outlook
Bank FirstNASDAQ: BFC: Providing commercial and retail banking services in Wisconsin.
2+ YOEProvide commercial client support and facilitate loan processes; associates degree or equivalent experience preferred; 2+ years banking experience preferred; proficiency with Microsoft Word, Outlook, Excel; strong communication and multitasking skills.
Microsoft Word, Microsoft Outlook, Microsoft Excel