Financial Services Associate
ABR Employment Services is looking for Financial Services Associate in Wisconsin Rapids, WI.
This local job opportunity with ID 3797437736 is live since 2026-08-22 03:08:59.
<span ><strong>Financial Services Associate</strong></span><br><span ><span ><strong><span >Wisconsin Rapids, WI | Full-Time | Monday–Friday</span></strong></span></span><br><span ><span ><span >ABR is recruiting for a <strong>Financial Services Associate </strong>with a well-established and highly reputable financial services firm in Wisconsin Rapids. This is an excellent opportunity for a professional who enjoys working with clients, has strong attention to detail, and is interested in <strong>building a long-term career in the financial services industry</strong>.</span></span></span><br><span ><span ><span >The ideal candidate will be interested in obtaining their <strong>securities license</strong> and growing their responsibilities within the organization. You will work closely with financial advisors and clients while gaining valuable experience in investment operations, account administration, and financial services.</span></span></span><br><span ><span ><strong><span >What You'll Do</span></strong></span></span><ul><li ><span ><span ><span >Prepare and process investment and client account paperwork.</span></span></span><li ><span ><span ><span >Open, maintain, and update client accounts with accuracy and attention to detail.</span></span></span><li ><span ><span ><span >Coordinate account transfers and investment transactions.</span></span></span><li ><span ><span ><span >Support financial advisors with day-to-day client service and account needs.</span></span></span><li ><span ><span ><span >Assist with insurance and retirement account administration.</span></span></span><li ><span ><span ><span >Ensure documentation and processes comply with applicable industry regulations.</span></span></span><li ><span ><span ><span >Communicate professionally with clients and respond to questions and requests.</span></span></span><li ><span ><span ><span >Manage scheduling, office operations, and administrative responsibilities.</span></span></span><li ><span ><span ><span >Prepare reports and maintain accurate, confidential financial records.</span></span></span><li ><span ><span ><span >Assist with various projects and administrative duties to support the branch and financial advisors.</span></span></span><li ><span ><span ><span >Learn and take on additional responsibilities as you work toward obtaining your securities license and advancing within the company.</span></span></span></ul><span ><span ><strong><span >What We're Looking For</span></strong></span></span><ul><li ><span ><span ><strong><span >Willingness to obtain a securities license</span></strong><span > and pursue a career in financial services.</span></span></span><li ><span ><span ><span >Bachelor's degree in Business, Finance, or a related field preferred, but <strong>not required</strong>.</span></span></span><li ><span ><span ><span >Excellent communication and interpersonal skills.</span></span></span><li ><span ><span ><span >Professional, organized, and detail-oriented.</span></span></span><li ><span ><span ><span >Strong customer service skills and the ability to build positive client relationships.</span></span></span><li ><span ><span ><span >Proficiency with Microsoft Office, including Word and Excel.</span></span></span><li ><span ><span ><span >Ability to handle confidential information with professionalism and discretion.</span></span></span><li ><span ><span ><span >Strong organizational skills and the ability to manage multiple priorities.</span></span></span><li ><span ><span ><span >A genuine interest in learning and growing within the financial industry.</span></span></span></ul><span ><span ><strong><span >What We Offer</span></strong></span></span><ul><li ><span ><span ><strong><span >Full-time, Monday–Friday schedule</span></strong></span></span><li ><span ><span ><span >Flexible scheduling</span></span></span><li ><span ><span ><span >Competitive compensation</span></span></span><li ><span ><span ><span >Excellent PTO plan</span></span></span><li ><span ><span ><span >Retirement plan</span></span></span><li ><span ><span ><span >Low-key Fridays</span></span></span><li ><span ><span ><span >A professional but relaxed work environment</span></span></span><li ><span ><span ><span >Opportunity for long-term career growth and advancement</span></span></span><li ><span ><span ><span >Support and encouragement while pursuing your securities license</span></span></span></ul><span ><span ><strong><span >This is a great opportunity for someone who wants more than an administrative position and is interested in developing a long-term career in financial services.</span></strong><span > If you are professional, personable, organized, and motivated to learn, we'd love to hear from you!</span></span></span><br><br>ABR Employment Services is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veterans' status.PandoLogic. Category:Finance, Keywords:Bank Teller, Location:Wisconsin Rapids, WI-54495
<span ><strong>Financial Services Associate</strong></span><br><span ><span ><strong><span >Wisconsin Rapids, WI | Full-Time | Monday–Friday</span></strong></span></span><br><span ><span ><span >ABR is recruiting for a <strong>Financial Services Associate </strong>with a well-established and highly reputable financial services firm in Wisconsin Rapids. This is an excellent opportunity for a professional who enjoys working with clients, has strong attention to detail, and is interested in <strong>building a long-term career in the financial services industry</strong>.</span></span></span><br><span ><span ><span >The ideal candidate will be interested in obtaining their <strong>securities license</strong> and growing their responsibilities within the organization. You will work closely with financial advisors and clients while gaining valuable experience in investment operations, account administration, and financial services.</span></span></span><br><span ><span ><strong><span >What You'll Do</span></strong></span></span><ul><li ><span ><span ><span >Prepare and process investment and client account paperwork.</span></span></span><li ><span ><span ><span >Open, maintain, and update client accounts with accuracy and attention to detail.</span></span></span><li ><span ><span ><span >Coordinate account transfers and investment transactions.</span></span></span><li ><span ><span ><span >Support financial advisors with day-to-day client service and account needs.</span></span></span><li ><span ><span ><span >Assist with insurance and retirement account administration.</span></span></span><li ><span ><span ><span >Ensure documentation and processes comply with applicable industry regulations.</span></span></span><li ><span ><span ><span >Communicate professionally with clients and respond to questions and requests.</span></span></span><li ><span ><span ><span >Manage scheduling, office operations, and administrative responsibilities.</span></span></span><li ><span ><span ><span >Prepare reports and maintain accurate, confidential financial records.</span></span></span><li ><span ><span ><span >Assist with various projects and administrative duties to support the branch and financial advisors.</span></span></span><li ><span ><span ><span >Learn and take on additional responsibilities as you work toward obtaining your securities license and advancing within the company.</span></span></span></ul><span ><span ><strong><span >What We're Looking For</span></strong></span></span><ul><li ><span ><span ><strong><span >Willingness to obtain a securities license</span></strong><span > and pursue a career in financial services.</span></span></span><li ><span ><span ><span >Bachelor's degree in Business, Finance, or a related field preferred, but <strong>not required</strong>.</span></span></span><li ><span ><span ><span >Excellent communication and interpersonal skills.</span></span></span><li ><span ><span ><span >Professional, organized, and detail-oriented.</span></span></span><li ><span ><span ><span >Strong customer service skills and the ability to build positive client relationships.</span></span></span><li ><span ><span ><span >Proficiency with Microsoft Office, including Word and Excel.</span></span></span><li ><span ><span ><span >Ability to handle confidential information with professionalism and discretion.</span></span></span><li ><span ><span ><span >Strong organizational skills and the ability to manage multiple priorities.</span></span></span><li ><span ><span ><span >A genuine interest in learning and growing within the financial industry.</span></span></span></ul><span ><span ><strong><span >What We Offer</span></strong></span></span><ul><li ><span ><span ><strong><span >Full-time, Monday–Friday schedule</span></strong></span></span><li ><span ><span ><span >Flexible scheduling</span></span></span><li ><span ><span ><span >Competitive compensation</span></span></span><li ><span ><span ><span >Excellent PTO plan</span></span></span><li ><span ><span ><span >Retirement plan</span></span></span><li ><span ><span ><span >Low-key Fridays</span></span></span><li ><span ><span ><span >A professional but relaxed work environment</span></span></span><li ><span ><span ><span >Opportunity for long-term career growth and advancement</span></span></span><li ><span ><span ><span >Support and encouragement while pursuing your securities license</span></span></span></ul><span ><span ><strong><span >This is a great opportunity for someone who wants more than an administrative position and is interested in developing a long-term career in financial services.</span></strong><span > If you are professional, personable, organized, and motivated to learn, we'd love to hear from you!</span></span></span><br><br>ABR Employment Services is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veterans' status.PandoLogic. Category:Finance, Keywords:Bank Teller, Location:Wisconsin Rapids, WI-54495