Advisory Client Service Supervisor

JOB REQUIREMENTS: At Nicolet National Bank, our culture is based on theprinciples of community banking, putting the needs of our customers atthe forefront of our decision-making. Our Core Values drive everythingwe do, and we are committed to serving our customers with excellence. Webelieve that every job in our organization is critical to our success,and we are dedicated to creating a work environment where our employeesfeel valued, respected, and supported. With locations in Wisconsin,Michigan, Minnesota, and Florida we are proud to service our localcommunities and make a positive impact on the lives of our customers. AtNicolet National Bank, we believe that our people are our most valuableasset, and we are committed to investing in their growth anddevelopment. The Advisory Client Service Supervisor is responsible foroverseeing the day-to-day management of the advisory client service andsupport team and is responsible for executing all tasks associated withthe Client Service Associate role. The Advisory Client ServiceSupervisor plays a critical role in ensuring a seamless clientexperience by providing exceptional customer service whilesimultaneously supporting efforts to grow the client base and assets.This role places a strong emphasis on client onboarding, clientexperience, client service, training, team management, projectmanagement, reporting, and continuous improvement. The Supervisor isresponsible for mentoring and training Client Service Associates,managing the review and completion of Standard Operating Procedures(SOPs), and ensuring the efficiency and effectiveness of processeswithin the team. As an Advisory Client Service Supervisor, you will:Leadership and Management: Supervise and support the advisory clientservice associates, fostering a collaborative and high-performance teamculture. Provide coaching, mentoring, and development opportunities toteam members. Assign and monitor daily tasks, ensuring alignment withdepartment goals and service standards. Lead regular team meetings tocommunicate updates, share best practices, and address challenges.Client Service: Ensure seamless client onboarding and ongoing servicedelivery across the advisory business. Monitor and enhance the clientexperience by identifying service gaps and implementing improvements.Serve as a point of escalation for client service issues, working withinternal teams and custodians to resolve concerns promptly. Promote aclient-first mindset throughout the team. Advisor... For full infofollow application link. An Equal Opportunity Employer. All qualifiedapplicants will receive consideration for employment without regard torace, color, religion, sex, sexual orientation, gender identity,national origin, or protected veteran status and will not bediscriminated against on the basis of disability. If you have anyquestions or need assistance in the application process, please contactHR at APPLICATION INSTRUCTIONS:Apply Online: ipc.us/t/4976B7E7C4114855

Created: 2025-12-05