Client Service Associate - Full-Time (40 Hrs/Wk) at IncredibleBank – Wausau, Wisconsin

We know what you're thinking. "What kind of name is IncredibleBank?"

Well, we're glad you asked.

With a name like IncredibleBank, we have a lot to live up to. Our name is a promise we make every day to our customers and to our team members (and hey, that could be you!). A promise that we strive to be incredible in everything we do. A promise that will help our customers, fellow team members, and our communities to do the incredible.

At IncredibleBank, we're all about ICE. What's ICE? ICE stands for Incredible Customer ExperienceTM (that's right - an experience so good and so important we trademarked it). ICE illustrates the core values that drive everything we do - how we conduct business, how we treat each other, and how we continuously strive to build on our model of customer-focused banking. Our core values have been in place for more than 50 years and continue to influence every aspect of our operation today.

So - how can you help us live up to our name?

About the Role

We are eager to discuss the prospect of you joining our team as our next incredible team member!

This position allows you to partner with other team members and key stakeholders to provide Incredible Customer Experiences of your own! Duties and responsibilities may include:

• Assist Financial Advisors as the primary liaison for wealth management client onboarding and Ameriprise online/mobile functionality; support account setup, trade execution, fund processing, and client service requests while ensuring all required forms are accurately completed and compliant with regulatory standards.
• Work directly with clients to execute and document action items, and maintain updated, compliant forms – including business, insurance, and annuity applications, and Beneficiary/POA documentation in accordance with broker-dealer requirements.
• Assist with marketing efforts by coordinating requests between IncredibleWealth and Ameriprise Financial Marketing Departments for materials such as brochures, market letters, statement stuffers, advertising, and sales literature to ensure broker-dealer compliance and maintain the practice website.
• Coordinate client events such as appreciation gatherings and educational seminars; prepare and send administrative notes or letters on personal letterhead and manage client appreciation activities.
• Provides technology support for broker-dealer websites and applications on behalf of Financial Advisors across all vendor operating systems; collaborate with bank’s IT Department and Ameriprise Systems team to troubleshoot technical issues and ensure seamless functionality of the Client Secure Portal (CSP).
• Manage database updates for new clients and referrals, including revisions and corrections for accounts transferred between Financial Advisors; facilitates and support all client communications related to account transfers.
• Provide guidance and recommendations to Financial Advisors on effectively leveraging key social media tools (MOD, Go Social, Advisor website, etc.) to enhance engagement and drive practice growth.
• Pull and compile reports from Thomson ONE and the Client Secure Portal (CSP); prepare and deliver monthly reporting IncredibleWealth leadership and Ameriprise; run all automated rebalancing and audit reports to verify data accuracy and support streamlined processes.
• Coordinates Secure Online Website/Client Portal webinars for current and prospective clients; serve as the main technology contact during onboarding to ensure a smooth setup and user experience.
• Assist Financial Advisors by collecting client data and accurately enter into financial planning software.
• Train new Advisors and support staff on Ameriprise systems and functionality; partner with Advisors to educate and guide IncredibleBank sales teams on effective cross-selling strategies to drive portfolio growth for IncredibleBank and IncredibleWealth.

This is a regular full-time hourly non-exempt position, averaging approximately 40 hours/week. Schedule may vary between the hours of 8:00 am to 5:30 pm CST Monday through Friday.

This position will work on-site at our IncredibleBank branch location on 17th Avenue in Wausau, WI.

About You

You do what is right over what is easy. You don’t settle for good enough. You’re driven to learn and grow. You recognize your impact on the customer experience, regardless of your role.

Those attributes are just a few things our incredible employees have in common.

And, if you are looking for an opportunity to join a dynamic team, we’d be so excited to learn a little more about you and your interest in joining the team! Our recommended and preferred qualifications are:

• Bachelor’s degree in Finance, Business, or Accounting preferred and 3+ years equivalent combination of education or experience.
• Previous financial sales experience or exposure preferred.
• Previous experience and working knowledge with broker dealer - Ameriprise Financial, preferred.
• Demonstrates confidence, perseverance, and a strong drive to achieve results.
• Exceptional verbal, written, and active listening communication skills.
• Proven ability to deliver superior customer service and build lasting client relationships.
• Advanced organizational, planning, and prioritization skills to manage multiple tasks efficiently.

About Our Benefits and Compensation

Our promise of ICE extends to our employees as well. Our employees are our greatest asset, and we strive to show our appreciation by offering top-tier benefits and, dare we say, more than competitive compensation that we’re willing to discuss up front.

And we are constantly evaluating and improving our benefits. In fact, eligible employees receive over 30 days off per calendar year! That includes 18 days of PTO to begin, PLUS an Anniversary Holiday, Birthday Holiday, Wellness Holiday, and 12 observed Bank Holidays.

Check out our total rewards package at: https://incrediblebank.mybenefitsapp.com/

About the Company

IncredibleBank first started in 1967 as River Valley Bank with a single location in Rothschild, WI. And we may have strong roots in community banking, but IncredibleBank wasn’t awarded as one of America’s Most Innovative Banks by the Independent Community Bankers of America for our popcorn Fridays. Though we do love free popcorn...

We strive to stay on the leading edge of banking technology with the goal providing the best, simplest way for our customers across the country to do their banking. But if our customers need us, they can pick up the phone and talk to a real person. And that’s what makes us America’s first national online community bank. And who doesn’t love the idea of a national community?

Today, IncredibleBank is a $2.0 billion-asset institution that has grown to 17 brick-and-mortar locations with customers in all 50 states. But we know that as an employer, it’s less about size than it is about culture. That’s why we’re especially proud to have been certified as a Great Place to Work.

Learn more about our Great Place to Work engagement results here: https://www.greatplacetowork.com/certified-company/7022621

IncredibleBank is an Equal Opportunity Employer. We will consider applicants for our positions without regard to any category protected by applicable federal, state, or local law, including but not limited to: race, color, religion, sex, gender identity, sexual orientation, pregnancy, age, national origin, physical or mental disability, military or veteran status, genetic information, or any other protected classification.