Eau Claire, WI

Finance Jobs in Eau Claire, WI

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Financial Service Representative

Heights Finance Corporation Eau Claire, WI

Eau Claire, WI

Today

$15 - $22/hr Full time Client Service Financial Representative Financial Services

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Job Description

Heights Finance Corporation is seeking a Financial Service Representative in Eau Claire, WI to support customers through the loan lifecycle while maintaining regulatory compliance.

Responsibilities

Deliver exceptional customer support for new and returning clients, guiding customers through the loan process with professionalism.
Apply consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
Handle inbound calls confidently and place proactive outbound calls to attract new business and promote offerings.
Work with customers on past-due accounts to provide solutions and work toward resolution.
Complete a hands-on training program with one-on-one mentoring to build skills and confidence.
Follow regulatory guidelines and company policies to protect customer information and company assets.

Requirements

Genuine desire to help others and deliver top-tier service in every customer interaction.
Confidence promoting products and services aligned to customer needs.
Strong verbal and written communication skills with the ability to build rapport quickly.
Ability to think on your feet and develop creative solutions to customer challenges.
Willingness to learn new systems and processes in a dynamic environment.
Collaborative mindset and desire to contribute to team success.
High school diploma or equivalent required; college coursework or degree is a plus.
Experience in customer service, sales, or consumer finance is preferred but not required; training will be provided for the right candidate.

Benefits

Paid Time Off
Medical, Dental, and Vision
Other voluntary coverages
401(K) program with company match
Benefits available to all full-time employees starting day one
30 days post hire, starting on the 1st of the month
Employee Assistance Program access
Emergency Relief Fund
Attain4All
Tuition Reimbursement
Leadership Development Programs
Potential to earn through the Monthly Bonus Program

Work Location

2701 North Clairemont Avenue, Eau Claire, WI 54703

Hours

Full Time - Monday through Friday, 8:30am to 5:30pm
Evenings and weekends based on business needs/peak seasons

Compensation

Hourly: $15.75 - $22.25
Base hourly range reflects the low and high end of the anticipated range for this position based on state average.
Actual hourly rate determined by factors including location, skills, knowledge, competencies, and experience.

This employer participates in E-Verify for US-based hires.
#LI-ONSITE
Keywords: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections

Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com, @heightsfinance.com, @lenddirect.com, and @cashmoney.ca.

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6mo ago

Salaried Financial Advisor

Investment Management Associates Eau Claire, WI

Eau Claire, WI

6mo ago Closed

$60k - $100k/yr Full time Advisor Business Development Client Relations

This position is no longer accepting applications (closed May 5, 2026).

Job Description

Responsibilities

Serve and maintain a portion of the owner’s existing book of business, including client meetings, follow-ups, and ongoing financial planning support
Identify opportunities to expand relationships by understanding clients’ goals, values, and life changes
Build trusted, long-term relationships with clients by understanding their financial goals and delivering personalized advice
Prepare, process, and submit all client paperwork accurately and in a timely manner for clients personally advised
Collaborate closely with team members to deliver seamless client experience

Requirements

Series 7 license required, Series 66 license preferred but can be obtained within 6 months of hire date
Prior experience as a Financial Advisor or in a similar client-facing financial services role
Deeply client focused – you care about doing what’s right not just what sells
Organized, detail-oriented, and committed to follow through
Willingness to handle own client paperwork and administrative tasks
Strong communicator who can explain investing and wealth management in a clear approachable way
A team player who values collaboration and contributes positively to workplace culture

Benefits

Competitive base salary with commissions opportunities
Access to an existing book of business to help build recurring revenue
Supportive, relationship-focused work environment
Opportunity to grow within a stable, well-established firm
Potential future opportunity to have ownership in a portion of an existing book of business, subject to performance and mutual agreement

Compensation

Base Salary: USD 60,000 - 100,000 per year
Commission/Bonus Opportunity

Job Types

Full-time
Permanent

Pay

USD 60,000.00 - 100,000.00 per year

Compensation Package

Bonus opportunities

License/Certification

Series 7 (Required)

Ability to Commute

Eau Claire, WI 54701 (Required)

Work Location

In person

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Finance Jobs in Eau Claire, WI

Financial Service Representative

Salaried Financial Advisor

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