{"id":3074004,"url":"https://alion.io/job/browsers-with-limited-client-service-associate-2","title":"Client Service Associate","company":{"id":2186393,"name":"Browsers with Limited","domain":"nicoletbank.com","url":"https://alion.io/company/nicoletbank","size_band":"201-500","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Paycor","truth_index":null},"role":"Customer Success","role_family":"Customer Success","seniority":"junior","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Green Bay, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":33000,"max_usd":62000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":1202},"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Salesforce","optional":false}],"status":"live","first_seen_at":"2026-10-22T10:15:00Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-10-23T20:57:45Z","board_verified":true,"closed_at":null,"days_open":1,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":1},"description":"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, 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.\nThe Client Service Associate (CSA) is responsible for playing a critical role in supporting financial advisors by delivering exceptional client service, managing administrative tasks, and ensuring operational efficiency. CSA’s also support financial advisors and team by preparing reports, scheduling client meetings, opening and processing new accounts, handling client service requests, fielding client phone calls and questions, and completing other projects and duties as assigned. This position is ideal for a detail-oriented, client-focused professional who thrives in a fast-paced financial services environment.\n As a Client Service Associate (CSA), you will:\nClient Relationship Management:\nServe as the primary point of contact for clients regarding account inquiries, service requests, account maintenance and administrative needs.\nMaintain and update client records in Salesforce\nSchedule and confirm client meetings, prepare meeting materials, and follow up on action items.\nMaintain information in the CRM system including entering meeting notes and performing account maintenance tasks.\nOperational Support:\nProcess account openings, transfers, and maintenance requests.\nAssist with money movements, including wires, ACH transfers, journals, and check requests.\nEnsure compliance with firm policies and regulatory requirements.\nAdvisor Support:\nPrepare reports, presentations, and documentation to support client reviews and financial planning.\nCoordinate with internal departments (e.g., compliance, operations, trading) to resolve issues.\nMonitor and track client service activities to ensure timely completion.\nInterface with the custodian to open new accounts, update account information, fill out necessary forms and perform routine tasks such as updating mailing or other instructions.\nAdministrative Duties:\nManage advisor(s) calendars and schedule meetings.\nHandle incoming calls, emails, and correspondence professionally and promptly.\nProcess and submit paperwork, checks, and securities in a timely manner, following to completion.\nGeneral:\nAttend department meetings and stay current on knowledge of Wealth Management policies, procedures, products, etc. in an ever-changing regulatory environment.\nMaintain internal client file integrity.\nUphold 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.\nAbility 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.\nPerforms all other duties as assigned.\nQualifications:\nHigh School diploma or equivalent experience. Administrative professional associate’s degree or bachelor’s degree in finance, Business Administration, or related field preferred.\n1-3 years of administrative experience.\nExperience in the investment industry is preferred.\nProficiency with Microsoft Office Suite and CRM platform (Salesforce).\nEffective verbal and written communication skills and strong interpersonal skills.\nStrong organizational skills and attention to detail.\nAbility to multi-task and prioritize work effectively.\nStrong attention to detail.\nAbility to handle confidential information with discretion.\nSelf-motivated and resourceful.\nAbility to effectively promote Nicolet as an employer of choice.\nBasic knowledge of banking positions.\nBenefits:\nMedical, Dental, Vision, & Life Insurance\n401(k) with a company match\nPTO & 11 1/2 Paid Holidays\nThe 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.\nEqual Opportunity Employer/Veterans/Disabled","description_format":"text","description_chars":4901,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":true},"security_clearance":false,"languages":[]},"benefits":["Life insurance"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Government","Professional Services"],"lifecycle":[{"event":"open","at":"2026-10-22T10:15:00Z"}],"visa":[],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":0,"expected_fill_days":27,"reasons":["conf:3","velocity","win:early","comp:junior"],"computed_at":"2026-10-23T05:54:15Z"},"pay":null,"html_url":"https://alion.io/job/browsers-with-limited-client-service-associate-2","json_url":"https://alion.io/job/browsers-with-limited-client-service-associate-2.json","meta":{"generated_at":"2026-10-24T00:50:31Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":1279,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-25T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2186393},"rest":"https://alion.io/mcp/rest/get_company?id=2186393"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fbrowsers-with-limited-client-service-associate-2"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fbrowsers-with-limited-client-service-associate-2"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fbrowsers-with-limited-client-service-associate-2"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/browsers-with-limited-client-service-associate-2\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fbrowsers-with-limited-client-service-associate-2"}]}