Employee Services Director jobs in Wisconsin

Employee Services Director directs the selection, design, and implementation of employee engagement programs geared to attract and retain employees and promote a healthy and productive work environment. Evaluates programs focused on work-life, child care, fitness, discounts, remote working, education, training, and others to provide options that engage employees. Being an Employee Services Director develops processes to analyze and assess program utilization, employee feedback, competitiveness, and workforce productivity to ensure that a cost-effective mix of programs is offered. Designs policies and procedures to promote efficiency and optimize administrative hours to control costs. Additionally, Employee Services Director researches and remains up to date with evolving changes in the employee experience space to identify areas to improve employee engagement and work experience. Requires a bachelor's degree. Typically reports to senior management. The Employee Services Director manages a departmental sub-function within a broader departmental function. Creates functional strategies and specific objectives for the sub-function and develops budgets/policies/procedures to support the functional infrastructure. To be an Employee Services Director typically requires 5+ years of managerial experience. Deep knowledge of the managed sub-function and solid knowledge of the overall departmental function. (Copyright 2024 Salary.com)

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Client Services Representative - Financial Firm - Waukesha, WI
  • Advisor Employee Services
  • Waukesha, WI FULL_TIME
  • Client Services Representative

    Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our established financial service firm, Drake & Associates, in Waukesha, WI is looking for an experienced Client Services Representative. This individual will be responsible for a variety of pertinent tasks, allowing the financial advisor to focus on the continued growth of the business. The ideal candidate will have superior customer service skills, a strong work ethic, attention to detail and enjoy working with clients daily. If you are looking for an opportunity to take the initiative to make a difference within the office, please apply today!

    Our expectations are high, the compensation package is generous, our culture is a top priority, and we take care of our employees and customers. You will have ample support, coaching and time to understand and master the various deliverables required.

    The ideal candidate is happy where he/she is currently employed but is interested in a more self-directed work environment and responsibility. We would like to hire someone who is interested in a career, not a job, who wants to do the work and be recognized for a job well done. Flexibility and autonomy will require you to be very organized, detail-oriented, and efficient with a commitment to accuracy.

    Minimum Requirements:

    • 2 years of experience in financial services preferred
    • Industry knowledge/experience strongly preferred
    • Experience with Google Suite and/or MS Office and ability to learn new software quickly
    • CRM experience preferably with Salesforce


    This position requires that you possess the following skills:

    • Superior communication skills
    • Strong organization skills
    • Attention to detail and accuracy
    • Consistent follow-through


    Responsibilities:

    Daily priorities are to process applications, assist clients with questions, gather required documents, and follow the client onboarding through completion.

    Additional daily, weekly, and/or monthly asks include:

    • Receive incoming client service calls in a friendly manner
    • Complete each service request and resolve client issues timely
    • Input notes into CRM and keep updated
    • Coordinate and follow up on each client transfer
    • Maintain professional communication with clients and staff
    • Assist in setting client appointment for Advisor
    • Assist with New Business processing


    Salary Base

    • $50,000 - $65,000 per year - Based on Experience


    Benefits

    Money for Nothing

    Start with three weeks paid time-off each year and earn more.

    Additional Days Off

    When we meet our goals, we prefer to give employees extra days off

    Retirement

    We offer Traditional and Roth 401(k)s with a 3% company match, regardless of your contributions. Employees under 50 years of age can contribute $22,500 per year and get a 3% match on top of that. Are you 50 ? You can contribute $29,000 each year in addition to the 3% company match. We can also show you how to fund a Traditional IRA or Roth IRA at $7,500 per year if under 50 and $11,000 if 50 . We know a lot about money, it’s what we do!

    Let’s Stay Healthy

    Blue Cross Blue Shield group health insurance plan with a great provider network, it is the same health insurance that Tony has for himself! We pay for your health, dental and life insurance along with paid time-off to go to the doctor, dentist, etc.!

    Hungry?

    Free Lunches provided for team building.

    Free coffee, tea, sodas, water, and hot cocoa — all on-site

    Want To Lend a Hand?

    We support local charities financially and with paid time-off to volunteer!

    Use The Force, Luke! Mentorship is part of the deal, we want to help you as a person, not just as an employee.

    How Do I Get There?

    Waukesha location is just off the Guerke’s corner exit on I-94

    Mequon location is right off I-43 on Mequon and Port Washington Rd

    Let’s have fun!

    Quarterly team lunches and team building events off site as well as our Annual Team Holiday Party!

    Paid-for Annual Trips

    Company hits our goals, let's all travel together!

    Presented by Advisor Employee Services Thank you for your interest in the Client Relations Coordinator role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
  • 3 Days Ago

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Senior Compliance Services Specialist
  • Employee Benefits Corporation
  • Middleton, WI FULL_TIME
  • Position Summary: Employee Benefits Corporation is hiring for a Senior Compliance Services Specialist. The Senior Compliance Services Specialist maintains comprehensive knowledge and in depth understa...
  • 2 Days Ago

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Client Services Manager
  • Employee Benefits Corporation
  • Wisconsin Rapids, WI FULL_TIME
  • Position Summary:Employee Benefits Corporation is hiring for a Client Services Manager. The Client Services Manager is responsible for the day-to-day leadership of an assigned group of Client Account ...
  • 9 Days Ago

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Senior Compliance Services Specialist
  • Employee Benefits Corporation
  • Wisconsin Rapids, WI FULL_TIME
  • Position Summary:Employee Benefits Corporation is hiring for a Senior Compliance Services Specialist. The Senior Compliance Services Specialist maintains comprehensive knowledge and in depth understan...
  • 9 Days Ago

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Client Services Manager
  • Employee Benefits Corporation
  • Middleton, WI FULL_TIME
  • Position Summary: Employee Benefits Corporation is hiring for a Client Services Manager. The Client Services Manager is responsible for the day-to-day leadership of an assigned group of Client Account...
  • 14 Days Ago

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Administrative assistant
  • Advisor Employee Services
  • Mequon, WI FULL_TIME
  • Administrative Assistant Do you have a passion for delivering superior customer service while being a key player in the essential daily functions of a successful office? Our busy financial planning fi...
  • 2 Days Ago

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Afternoon Assistant Teacher/After Care Program Supervisor
  • Nebraska Department of Education
  • Lincoln, NE
  • Montessori School for Young Children Afternoon Assistant Teacher/After Care Program Supervisor Preferred Qualifications ...
  • 6/11/2024 12:00:00 AM

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Director
  • Leadenhall Search & Selection
  • Leadenhall Search and Selection are working with a global consulting firm, specialising in talent strategies. With a foc...
  • 6/10/2024 12:00:00 AM

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Director
  • New York Kids Club
  • New York, NY
  • Job Type Full-time Description NY Kids Club & NY Preschool is New York's premier children's enrichment space and accredi...
  • 6/10/2024 12:00:00 AM

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OR Director
  • Insight Global
  • Macon, GA
  • Insight Global is seeking the perfect candidate for a contract to hire Operating Room Director located in Macon, Georgia...
  • 6/10/2024 12:00:00 AM

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Director
  • University of Texas at Dallas
  • Richardson, TX
  • Posting Details Posting Details Posting Number S05701P Position Title Director Functional Title Director, International ...
  • 6/9/2024 12:00:00 AM

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Director
  • PRIDE Health
  • Portland, OR
  • profession: Director specialty: Rehab clientName: Reliant Rehabilitation - Glisan Care Center city: Portland state: OR s...
  • 6/9/2024 12:00:00 AM

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Associate Director/Director
  • BioPhase
  • San Diego, CA
  • We seek an enthusiastic and highly motivated DMPK Lead to join our seasoned drug discovery and early development team. Y...
  • 6/8/2024 12:00:00 AM

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Photo Director/Associate Photo Director
  • Aquent
  • Milwaukee, WI
  • FANTASTIC PHOTO DIRECTOR OPPORTUNITY RELOCATION Assistance Provided if Needed Our client, a leading provider of shipping...
  • 6/7/2024 12:00:00 AM

Wisconsin is bordered by the Montreal River; Lake Superior and Michigan to the north; by Lake Michigan to the east; by Illinois to the south; and by Iowa to the southwest and Minnesota to the northwest. A border dispute with Michigan was settled by two cases, both Wisconsin v. Michigan, in 1934 and 1935. The state's boundaries include the Mississippi River and St. Croix River in the west, and the Menominee River in the northeast. With its location between the Great Lakes and the Mississippi River, Wisconsin is home to a wide variety of geographical features. The state is divided into five dist...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Employee Services Director jobs
$166,649 to $263,039

Employee Services Director in San Jose, CA
Municipal employees can obtain free confidential advice about the conflict of interest law from the Commission's Legal Division at our website, phone number, and address above.
November 29, 2019
Employee Services Director in Terre Haute, IN
Employee self-service software (sometimes called an employee portal) allows employees to view and manage their payroll and HR information.
December 10, 2019
Employee Services (ES) provides oversight for programs and benefits regarding Federal employees.
January 17, 2020
Employee Services Director in Salt Lake City, UT
By Bruce Jones, Senior Programming Director, Disney Institute.
December 13, 2019