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© All Rights Reserved. ApplyBlast.com
Waukesha State Bank
The Client Services Associate provides sales and service support to investment advisors and clients, handling calls, correspondence, appointments, and maintaining client files and databases. The role also prepares portfolio reviews, sales and referral reports, and coordinates marketing initiatives while serving as a reliable resource for internal partners.
Headquarters
Waukesha, Wisconsin, United States
Company Size
201-500 employees
Founded
1944
Waukesha State Bank is a locally owned, independent community bank based in Wisconsin. Since 1944, it has served the community with a personalized, one-on-one approach to banking and a strong emphasis on customer service and community involvement. The bank offers a full suite of financial services, including personal and business banking, commercial and SBA loans, mortgages, payroll services, and wealth management and investments. With a focus on local expertise and relationship banking, Waukesha State Bank supports individuals and businesses in growing and managing their finances.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Waukesha State Bank.
32% below the average for this role