Information Technology Jobs in Bellevue, WI

118 positions found — Page 3

Drive with DoorDash - Receive 100% of Customer Tips
✦ New
Salary not disclosed
Why Become a Shopper with DoorDash?
Turn your shopping skills into extra income. Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shopper you unlock more earnings opportunities with DoorDash. Stay active during off-peak hours and no need to wait around for a restaurant preparing an order, becoming a Shopper with DoorDash puts you in control of your time and earnings.
Either as a side hustle or a full-time gig, being a Shopper with DoorDash gives you the opportunity to earn extra cash on your terms.
Multiple ways to earn: Deliver more than just restaurant orders. Become a Shopper and deliver grocery, convenience, retail, alcohol and more—DoorDash offers diverse earning opportunities so you can maximize your time.
Control your time: Make cash during off-peak hours so you don’t have to schedule your day around the lunch or dinner time rush; don’t wait around for an order when you do the shopping.
Know how much you'll make: Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
Earn more: Get more cash per delivery on average compared to a restaurant delivery when you do the shopping.*
Quick and easy start: Sign up in minutes and get on the road fast.*
Basic Requirements
18+ years old** (21+ to deliver alcohol)
Any car, scooter, or bicycle (in select cities)
Driver's license number
Social security number (only in the US)
Consistent access to a smartphone
How to Become a Shopper
Click “Sign UpApply Now” and complete the sign up process
Download the DoorDash Dasher app
Activate your Red Card in the Dasher app***
*Compared to a restaurant delivery order, based on average Dasher payouts nationwide while on a delivery. Actual earnings may differ and depend on factors like number of deliveries completed, time of day, location, and expenses.
*Subject to eligibility.
**Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia
***The Red Card is a prepaid card used by Dashers to pay for items on Dasher Shop & Deliver offers. The card will automatically be funded prior to check out. Red Cards are not linked to Dasher bank accounts or related to earnings.

This card is issued by Peoples Trust Company under license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.
Additional information
Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.
Not Specified
Dashers - Sign Up and Start Earning
✦ New
🏢 Doordash
Salary not disclosed

Why Deliver with DoorDash?

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.

  • Multiple ways to earn: Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
  • Total flexibility: Dash when it works for you. Set your own hours and work as much—or as little—as you want. 
  • Know how much you'll make: Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
  • Instant cash flow: Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
  • Quick and easy start: Sign up in minutes and get on the road fast.**
  • Simple Process: Just pick up, drop off, and cash out. Payday is in your back pocket.

Basic Requirements

  • 18+ years old*** (21+ to deliver alcohol)
  • Any car, scooter, or bicycle (in select cities)
  • Driver's license number
  • Social security number (only in the US)
  • Consistent access to a smartphone

How to Sign Up

  • Click “Sign UpApply Now” and complete the sign up process
  • Download the DoorDash Dasher app and go

*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.

**Subject to eligibility..

***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia

Additional information

Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.

Not Specified
DoorDash Shopper - Shop on Your Time
✦ New
🏢 Doordash
Salary not disclosed

Why Become a Shopper with DoorDash?

Turn your shopping skills into extra income. Whether you’re helping someone stock up on groceries or delivering a last-minute convenience order, as a Shopper you unlock more earnings opportunities with DoorDash. Stay active during off-peak hours and no need to wait around for a restaurant preparing an order, becoming a Shopper with DoorDash puts you in control of your time and earnings. 

Either as a side hustle or a full-time gig, being a Shopper with DoorDash gives you the opportunity to earn extra cash on your terms.

  • Multiple ways to earn: Deliver more than just restaurant orders. Become a Shopper and deliver grocery, convenience, retail, alcohol and more—DoorDash offers diverse earning opportunities so you can maximize your time.
  • Control your time: Make cash during off-peak hours so you don’t have to schedule your day around the lunch or dinner time rush; don’t wait around for an order when you do the shopping.
  • Know how much you'll make: Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
  • Earn more: Get more cash per delivery on average compared to a restaurant delivery when you do the shopping.*
  • Quick and easy start: Sign up in minutes and get on the road fast.*

Basic Requirements

  • 18+ years old** (21+ to deliver alcohol)
  • Any car, scooter, or bicycle (in select cities)
  • Driver's license number
  • Social security number (only in the US)
  • Consistent access to a smartphone

How to Become a Shopper

  • Click “Sign UpApply Now” and complete the sign up process
  • Download the DoorDash Dasher app
  • Activate your Red Card in the Dasher app***

*Compared to a restaurant delivery order, based on average Dasher payouts nationwide while on a delivery. Actual earnings may differ and depend on factors like number of deliveries completed, time of day, location, and expenses.

*Subject to eligibility.

**Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia

***The Red Card is a prepaid card used by Dashers to pay for items on Dasher Shop & Deliver offers. The card will automatically be funded prior to check out. Red Cards are not linked to Dasher bank accounts or related to earnings. This card is issued by Peoples Trust Company under license from Mastercard International Incorporated. Mastercard is a registered trademark, and the circles design is a trademark of Mastercard International Incorporated.

Additional information

Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.

Not Specified
Warehouse Clerk
Salary not disclosed
Ashwaubenon 2 days ago
Shift: 2nd Shift Sun
- Thu 6:00 PM
- 12:00 AM Compensation: $18/hr Green Bay, WI Warehouse Clerk Compensation: $18/hr 2nd Shift Sun
- Thu 6:00 PM
- 12:00 AM People want to work at Capstone because of our high-performance culture.

We build strong relationships, challenge the status quo, work hard to deliver results, and pay it forward in our communities.

Through transparency and open lines of communication, we do the right thing and deliver on our promises.

Think you have what it takes? The Opportunity: Provide administrative, inventory and clerical support to Capstone site management and corporate office Perform data entry of daily information into Capstone systems Prepare shipments to corporate office and receive and distribute return communications Other duties as assigned What Success Looks Like: High-energy individual with a strong work ethic Self-motivated with ability to work with limited supervision Independent decision maker as needed to accomplish tasks Flexible work schedule due to changing operational needs Must have a high level of computer literacy and familiarity with Microsoft Excel, Word and Outlook Ability to provide accurate entry of data and ability to handle administrative tasks as assigned Willingness to provide moderate housekeeping of office area Ability to work with a variety of people without regard to race, color, age, sex, national origin, religion, creed, or disability Strong organization and prioritizing skills High school diploma Previous office/clerical experience a plus Sit or stand for periods in office as well as warehouse environment (concrete flooring and changing temperatures) Walking throughout warehouse during shift Why you should work with us: Get paid weekly Benefits-after 60 days of employment Career growth-our company looks to promote from within first Join our travel team, see the country, learn how all our sites operate Paid Training, Safety Incentives Our team fully embraces a high-performance culture, that inspires us to build strong relationships, challenge the status quo, work hard to deliver results, and pay it forward in our communities.

About the Company: Capstone is a North American supply chain solutions partner with more than 650 operating locations, 19,000 associates, and 60,000 carriers.

We have capabilities in freight management, warehouse and distribution center support, last-mile delivery, supply chain analytics, and optimization, and more.

Our integrated, end-to-end logistics solutions uniquely position us to help partners reduce warehousing and transportation costs.

#CB Capstone Logistics, LLC is part of The Transportation and Logistics industry which has been designated a "Critical Infrastructure Segment".

As a "critical infrastructure industry" worker in the Transportation and Logistics industry, associates are considered exempt from local restrictions such as curfews, shelter-in-place orders, and other mobility restrictions when reporting to, returning from, or performing his or her work functions.
Not Specified
Drive with DoorDash
🏢 Doordash
Salary not disclosed
New Franken, WI 4 days ago

Why Deliver with DoorDash?

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day. As a Dasher, you’ll stay busy with a variety of earnings opportunities and can work when it works for you. Whether you’re looking for a side hustle or a full-time gig, delivering with DoorDash gives you the opportunity to earn extra cash on your terms.

  • Multiple ways to earn:Whether you’re delivering meals, groceries, or retail orders, DoorDash offers diverse earning opportunities so you can maximize your time.
  • Total flexibility:Dash when it works for you. Set your own hours and work as much—or as little—as you want. 
  • Know how much you'll make:Clear and concise pay model lets you know the minimum amount you will make before accepting any offer.
  • Instant cash flow:Get paid the same day you dash with DoorDash Crimson*. No deposit fees, no waiting.
  • Quick and easy start:Sign up in minutes and get on the road fast.**
  • Simple Process:Just pick up, drop off, and cash out. Payday is in your back pocket.

Basic Requirements

  • 18+ years old*** (21+ to deliver alcohol)
  • Any car, scooter, or bicycle (in select cities)
  • Driver's license number
  • Social security number (only in the US)
  • Consistent access to a smartphone

How to Sign Up

  • Click “Sign UpApply Now” and complete the sign up process
  • Download the DoorDash Dasher app and go

*Subject to eligibility requirements and successful ID verification. The DoorDash Crimson Deposit Account is established by Starion Bank, Member FDIC. The DoorDash Crimson Visa® Debit Card is issued by Starion Bank.

**Subject to eligibility..

***Must be 19+ in Arizona, California, Colorado, Delaware, Florida, Georgia, Idaho, Kentucky, Montana, New Jersey, New Mexico, Texas, Utah, and West Virginia

Additional information

Dashing with DoorDash is a great earnings opportunity for anyone looking for part-time, seasonal, flexible, weekend, after-school, temporary, steady delivery gig. Deliver with DoorDash and earn extra cash while being your own boss. Dash when it works for you. Sign up today.

Not Specified
Personal Banker
Salary not disclosed
Green Bay, WI 4 days ago
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Personal Banker is primarily responsible for interacting with customers to complete transactions, opening and closing of accounts, resolving problems and cross-selling bank products and services. This position promotes business for the bank by maintaining a high level of customer service and by referring customers to appropriate staff where necessary.

As a Personal Banker, you will:


  • Open a variety of accounts, verifies and processes changes to existing accounts, answers customer questions, and resolves related account problems to ensure customer satisfaction. Follows the guidelines of the continuity program with all new bank customers.
  • Attract and retain customer relationships by extending a courteous greeting in person or by phone and by providing accurate and timely customer service which includes, but is not limited to, cashing checks, accepting deposits and withdrawals, handling loan payments, dispensing cashier's checks and bonds, processing savings withdrawals within established guidelines to ensure customer satisfaction.
  • Assist in safe deposit box transactions. Runs foreign currency transactions and exchanges in foreign currency.
  • Perform back-up teller duties and organizes, balances and proofs cash daily to maintain accurate transactions processed. Identifies payees and verifies signatures and endorsements.
  • Stay current on applicable banking regulations and security procedures and practices to prevent fraud or other bank losses and to comply with regulatory requirements.
  • Answer customer telephone inquiries promptly and professionally and provides accurate information in accordance with bank policies and procedures.
  • Assist with night depository duties, to include logging bags, processing deposits, making change orders, issuing receipts, etc.
  • Promote bank products and services by identifying customer needs and suggesting appropriate products and services to solidify and enhance customer account relationships. Recommends corrective services to resolve customer complaints.
  • Engage proactively as a sales representative of bank products and services to existing and prospective customers within the community by active participation in community events and/or organizations.
  • Maintain vault which includes balancing the vault daily and ordering and selling cash for the branch.
  • Maintain inventory of cashier's checks and gift cards and ensures adequate supply at all branch locations (Green Bay office). Monitors supplies for front line and places orders when necessary.
  • Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet.
  • Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives.
  • Perform all other duties as assigned.


Qualifications:


  • High School diploma or equivalent
  • 2 years of customer service and cash handling experience required
  • 2-3 years of teller and personal banking experience preferred
  • PC, phone system, general office equipment
  • Proficiency with Microsoft Office applications
  • Ability to maintain strict confidentiality
  • Ability to effectively promote Nicolet as a bank of choice
  • In-depth knowledge of banking positions
  • Strong organizational, multi-tasking and prioritizing skills
  • Self-motivated and resourceful
  • Strong verbal and written communication skills and strong interpersonal skills


Benefits:




  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PTO & 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
Not Specified
Merchandiser/Stocker (Part Time) Green Bay, WI Area
Salary not disclosed
Green Bay, WI 3 days ago

Location:



Green Bay, WI



Shift/Work Schedule:



WEEDKENDS ONLY: Sat and Sun 6 AM- End of Shift



Pay range:



$20.00/hour



Join the Team That Fuels Your Favorite Beverages


At WP Beverages, we're proud to be a leading distributor of iconic brands like Pepsi, Mountain Dew, BUBBL'R, Gatorade, Lipton, Klarbrunn, Starbucks, Rockstar, Aquafina, and many more. If you've grabbed a drink at your local store or restaurant, chances are--we delivered it.



About the Role



  • Professionally execute Pepsi Cola's marketing strategies while ordering and maintaining proper service levels within assigned accounts.
  • Focus on safely, effectively and efficiently maintaining the stock levels of the shelf, cooler, displays, back rooms and point of purchase areas.
  • Aggressively pursue incremental shelf, display and cooler space.
  • Responsible for working with all team members to minimize out of date product and damage within assigned accounts.
  • Works as part of the "account team", proactively communicating with other team members to recognize opportunities and resolve issues.
  • Focused on profitable growth through the sale and efficient distribution of our refreshing beverages, superior customer service and innovative customer focused marketing programs.

DISCLAIMER: The information listed above is not intended to be an all-inclusive job description. A full list of duties and responsibilities for this position is available upon request.


What We're Looking For



  • The ideal candidate will have a high School diploma and be able to speak, read and write in English.
  • Will have high attention to detail and be able to work with minimal supervision.
  • Willingness to work a flexible schedule including weekends when needed.
  • Must possess a valid state Driver's License and maintain personal auto insurance.
  • Strong organizational, communication, and customer service skills and a professional appearance and attitude.
  • Be able to lift 50 pounds repetitively from floor to waist, chest or shoulder height; pulling cart with load weighing up to 220 pounds.

Our Commitment to You


Wis-Pak/WP Beverage is proud to be an equal opportunity employer. We comply with EEOC regulations and use E-Verify to ensure employment eligibility.



Ready to make a difference? Join us and be part of a team that's refreshing the world--one bottle at a time.

temporary
Order Selector (Full Time) Green Bay, WI
🏢 WP Beverages Pepsi-Cola
Salary not disclosed
Green Bay, WI 3 days ago

Location:



Green Bay, WI



Shift/Work Schedule:



8:00 a.m. - Varies



Pay range:



$22.75/Hour



Join the Team That Fuels Your Favorite Beverages


At WP Beverages, we're proud to be a leading distributor of iconic brands like Pepsi, Mountain Dew, Gatorade, Lipton, Klarbrunn, Starbucks, Rockstar, Aquafina, and many more. If you've grabbed a drink at your local store or restaurant, chances are--we delivered it.


Why You'll Love Working Here


We believe in taking care of our people. Here's what you can expect:



  • Generous Paid Time Off
  • Comprehensive Medical, Dental & Vision Coverage
  • Flexible Spending Accounts
  • Critical Illness & Accident Coverage
  • Life Insurance
  • Short & Long-Term Disability
  • 401(K) with Profit Sharing
  • Parental Leave
  • Tuition Reimbursement
  • Paid Holidays

About the Role



  • Responsible for the effective and efficient building, staging, and loading of products.
  • General housekeeping.
  • Properly stocking and rotating product throughout warehouse locations.
  • Organization and staging of shells and pallets.

DISCLAIMER: The information listed above is not intended to be an all-inclusive job description. A full list of duties and responsibilities for this position is available upon request.


What We're Looking For



  • The ideal candidate will have a high school diploma with a minimum of two years of experience in: Warehousing, Distribution, or Merchandising
  • Excellent oral and written communication skills with the ability to read, write, and comprehend the English language.
  • Strong organizational, time management and decision-making skills with the ability to work within a highly distracting environment.
  • Must have the ability to operate powered industrial equipment including a fork-truck in a safe manner and maintain annual fork-truck certification.
  • Basic math skills. Must possess intermediate personal computer skills.
  • Ability to continually lift 60 pounds from floor to waist height and occasionally lift 75 pounds from floor to shoulder height. Prolonged sitting, standing, twisting, and/or bending. The repetitive motion of one's neck, wrist, fingers, and/or arms.
  • May be required to work weekends and holidays as needed.

Our Commitment to You


Wis-Pak/WP Beverage is proud to be an equal opportunity employer. We comply with EEOC regulations and use E-Verify to ensure employment eligibility.



Ready to make a difference? Join us and be part of a team that's refreshing the world--one bottle at a time.

permanent
Investment Analyst
🏢 Nicolet National Bank
Salary not disclosed
Green Bay, WI 3 days ago
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

The Investment Analyst position is responsible for leveraging guidance from the Nicolet Wealth Investment Committee, trading software, and capital markets knowledge to assist in the management of investment portfolios for all clients.

As an Investment Analyst, you will:


  • Work closely with Wealth Portfolio Managers, Wealth Advisors, and Trust Administrative Officers to maintain appropriate investment strategy/asset allocation for client portfolios based on client circumstances, objectives, and risk tolerance.
  • Be an active contributor to Investment Committee and Investment Research Team through investment research, monitoring, and various projects.
  • Pro-actively provide Portfolio Managers and Wealth Advisors timely, detailed information on proposed portfolio changes.
  • Implement Investment Committee tactical asset allocation changes into client portfolios as they occur.
  • Have a knowledge of investments and asset management strategies, products and services.
  • Stay abreast of market news and trends and current legal and tax consequences of investment decisions.
  • Provide clients with exceptional customer service during every interaction.
  • Identify and refer business to other areas within the Bank as appropriate.
  • Comply with all federal, state and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
  • Uphold Nicolet's philosophy and policies by maintaining appropriate controls to ensure full compliance with applicable laws and regulations, thereby fulfilling legal responsibilities and enhancing the quality of Nicolet
  • Ability to understand the value of diversity within the workplace and to work successfully with others without regard to age, gender, race, sexual orientation, ethnicity, culture, religion, disability status, socioeconomic status or other non-job-related classification. A commitment to Nicolet's policies on equal employment opportunities and non-discrimination with a willingness to pursue efforts of inclusion and respect toward different perspectives
  • Perform all other duties as assigned.


Qualifications:


  • Bachelor's Degree Finance, Accounting, or Economics Required
  • Chartered Financial Analyst (CFA) Program candidate Preferred
  • Strong interest in investments with a desire to pursue a career in investments
  • 3+ years Investment background is required
  • Series 7 and 66 License preferred


Benefits:


  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with a company match
  • PTO & 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
Not Specified
Advisory Client Service Supervisor
🏢 Nicolet National Bank
Salary not disclosed
Green Bay, WI 2 days ago
At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We believe that every job in our organization is critical to our success, and we are dedicated to creating a work environment where our employees feel valued, respected, and supported. With locations in Wisconsin, Michigan, Minnesota, Iowa, Colorado, and Florida we are proud to service our local communities and make a positive impact on the lives of our customers. At Nicolet National Bank, we believe that our people are our most valuable asset, and we are committed to investing in their growth and development.

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.

As an Advisory Client Service Supervisor, you will:

Leadership and Management:





  • 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.



Client Service:





  • 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.



Advisor Support:





  • 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.



Process Optimization and SOP Management:





  • 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.



Training and Support:





  • 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.



Project and Performance Management:





  • 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.



Benefits:



  • Medical, Dental, Vision, & Life Insurance

  • 401(k) with a company match

  • PTO & 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
Not Specified
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