Client Account Administrator - Madison WI

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:text,ActualValueFromSolar:null},{QuestionName:Recruiter,AnswerValue:Deena Elsobky,VerityZone:recruiterid,QuestionType:Multi-Select,ActualValueFromSolar:null},{QuestionName:Opportunity Overview,AnswerValue:u003cp dir=ltr\u003eIf you’re looking for a fulfilling career, the Client Concierge role at **MEMBERS ONLY**SIGN UP NOW***. may be the right opportunity for you. The Client Concierge works within the branch office team as the primary point of contact for clients to ensure meaningful connections in a warm, welcoming environment.u003cbru003eClient Concierge associates are a valued member of the team, and we rely on their unique experiences and insights to form exceptional client relationships. We don’t often brag, but we’re frequently recognized and ranked as a top place to work. Some of the many accolades include 100 Best Companies to Work For® by FORTUNE magazine1 and a Best Place to Work for LGBTQ Equality by the Human Rights Campaign.u003cbru003eWeu0027ll give you the support you need.u003cbru003eOur team will be there every step of the way, providing:u003cbru003e● Training which includes mentoring, job shadowing, coaching and branch office visitsu003cbru003e● A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resourcesu003cbru003eYou can also expect…u003cbru003e● A compensation package that includes bonus potential, profit sharing, 401K (US) and Group RRSP (Canada), and comprehensive and competitive health benefitsu003cbru003e● Paid time off, including vacation, sick, holidays and personal daysu003cbru003e● A culture of continuous improvement and professional developmentu003c/pu003e,VerityZone:jobdescription,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Req ID,AnswerValue:65563BR,VerityZone:autoreq,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Search for Branch Support Positions by State,AnswerValue:Wisconsin ,VerityZone:formtext42,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:Position Type,AnswerValue:Branch Support - BOA ,VerityZone:formtext44,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:Position Schedule,AnswerValue:Full-Time ,VerityZone:formtext40,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:EEO Statement,AnswerValue:u003cfont style=font-size: 14px\u003eu003cfont style=font-family: arial, helvetica, sans-serif; size: undefined\u003eu003cfont size=3\u003e**MEMBERS ONLY**SIGN UP NOW***. does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, or any other basis prohibited by applicable law.u003c/fontu003eu003c/fontu003eu003c/fontu003eu003cbru003eu0026nbsp;u003cdiv dir=ltr style=text-align: right\u003eu003cfont style=font-size: 8px\u003eu003cspan style=color: #d3d3d3\u003e#KRTu003c/spanu003eu003c/fontu003eu003c/divu003e,VerityZone:formtext86,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Company Description,AnswerValue:u003cdiv dir=ltr\u003eu003cspan style=font-size:12px\u003eu003cspan style=font-family:Arial,Helvetica,sans-serif\u003eu003cfont style=font-size:12px\u003eu003cfont style=color:undefined; font-family:arial,helvetica,sans-serif; size:undefined\u003eAt **MEMBERS ONLY**SIGN UP NOW***., we help clients achieve their serious, long-term financial goals by understanding their needs and implementing tailored solutions. To ensure a personal client experience, we have located our 15,000 branch offices where our more than 7 million clients live and work.u003cbru003eu003cbru003eIn a typical branch office, a financial advisor meets with clients and receives branch office support, so they can focus on building deep relationships with clients. Headquarters associates in St. Louis, Tempe and Mississauga provide support and expertise to help U.S. and Canada branch teams deliver an ideal client experience. We continue to grow to meet the needs of long-term individual investors.u003c/fontu003eu003c/fontu003eu003c/spanu003eu003c/spanu003eu003c/divu003e,VerityZone:formtext87,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Awards and Accolades,AnswerValue:u003cp dir=ltr\u003eu003cbu003eU.S. Awards/Accolades:u003c/bu003eu003cbru003eFor the 22u003csupu003endu003c/supu003e time, **MEMBERS ONLY**SIGN UP NOW***. was named one of the 2021 FORTUNE 100 Best Companies to Work For® By Great Place to Work® and FORTUNE Magazine – **MEMBERS ONLY**SIGN UP NOW***. was named No. 20 on the list.u003c/pu003eu003cp dir=ltr style=margin-left: 40px;\u003eFrom FORTUNE ©2021 FORTUNE Media IP Limited. All rights reserved. Used under license. FORTUNE and FORTUNE 100 Best Companies to Work For are registered trademarks of Fortune Media IP Limited and are used under license. FORTUNE and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of, **MEMBERS ONLY**SIGN UP NOW***. Investments.u003c/pu003eu003cp dir=ltr\u003e2021 Corporate Equality Index – **MEMBERS ONLY**SIGN UP NOW***. joins the ranks of 767 major U.S. businesses that received top marks in the Foundation’s 19th annual scorecard on LGBTQ workplace equality.u003c/pu003eu003cp dir=ltr style=margin-left: 40px;\u003eFrom The Human Rights Campaign. All Rights Reservedu003c/pu003eu003cp dir=ltr\u003e2021 Training Top 100 list - **MEMBERS ONLY**SIGN UP NOW***. ranked No. 19, up six spots from last year in its 21st consecutive year on this prestigious list.u0026nbsp;u003c/pu003eu003cp dir=ltr\u003eu003cbu003eCanada Awards/Accolades:u003c/bu003eu003cbru003eFor the 20th consecutive year, **MEMBERS ONLY**SIGN UP NOW***. has been named on the Kincentric List of Best Employers in Canada, published in the Financial Post. **MEMBERS ONLY**SIGN UP NOW***. is once again in the top 25% of employee engagement.u003cbru003eu003cbru003e2021 Wealth Professionalu0027s 5-Star Brokerage Award for **MEMBERS ONLY**SIGN UP NOW***.u0027 commitment to corporate culture and ethics, training and support, compliance and regulation, and compensation.u003c/pu003eu003cp dir=ltr\u003eu0026nbsp;u003c/pu003e,VerityZone:formtext79,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Position Requirements,AnswerValue:u003cdiv dir=ltr style=text-align: left\u003eu003cdiv dir=ltr style=text-align: left\u003eu003ch3 style=text-align: left\u003eWhat characteristics would make you a successful Client Concierge?u003cbru003e● Service-oriented with excellent relationship-building and communication skills dedicated to improving the client experienceu003cbru003e● Strong time management skills with the capacity to work with multiple Financial Advisors balancing priorities in a deadline-driven environmentu003cbru003e● Detail-oriented and organized to help ensure a high standard of accuracy while supporting multiple clientsu003cbru003e● Critical thinking and analytic skills to anticipate, identify, and solve ongoing client service needsu003cbru003e● A creative, proactive, and open mindset willing to incorporate constructive feedback and adapt to changeu003cbru003e● A resourceful, self-starter comfortable taking initiative to create efficienciesu003cbru003e● Strong computer skills and an aptitude to quickly learn new softwareu003cbru003eKey Responsibilitiesu003cbru003e● Understand every branch office client, including their unique needs and life event celebrations to proactively meet and exceed expectations of feeling valuedu003cbru003e● Ensure that Financial Advisors are informed of clients’ needsu003cbru003e● Effectively liaise between clients and Financial Advisors by anticipating and resolving non-financial questions to ensure lasting relationshipsu003cbru003e● Perform office administration duties, to include answering calls, greeting clients, managing communications, maintaining records, ordering supplies, processing expenses, and scheduling/managing appointments and calendarsu003cbru003e● Ensure preparation and execution of the client appointment process using tools and contact plansu003cbru003e● Perform simple account processing and maintenance, including check processing, managing client paperwork, minimum distributions, and digital servicesu003cbru003e● Identify and share potential opportunities to grow client assets with the Financial Advisoru003cbru003e● Educate clients about services that make it easy to do business with **MEMBERS ONLY**SIGN UP NOW***.u003cbru003eJob requirements: High School Diploma/Equivalent requiredu003cbru003e1 year of concierge/customer service work experience preferredu003cbru003eFinancial industry experience preferredu003cbru003eCompany Descriptions (BrassRing Title)u003c/h3u003eu003c/divu003eu003c/divu003e,VerityZone:formtext81,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:City,AnswerValue:Madison,VerityZone:formtext61,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Colorado Salary Information,AnswerValue:u003culu003eu003cliu003eThe opportunity for merit increases as you progress in the role. u0026nbsp;Hiring Range below is a subset of the total salary 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