About this role
Client Services Associate I - Wealth Management Department at UW Credit Union. Location: Madison or Sun Prairie. Role: providing service, processing documents, supporting advisors Requirements: Associate degree in business/finance or equivalent experience, 1+ year financial services or client service experience, strong communication and problem-solving, and required/obtainable licenses (WI Life & Health, SIE, Series 7, Series 66). Category: Finance and Accounting Seniority: Entry Level Certifications: wi insurance life & health, sie, finra series 7, finra series 66 Commitment: Full Time Workplace: Onsite Languages: English