UW Credit Union Jobs Hiring Now
UW Credit Union is hiring for 12 open roles on Migrate Mate as of July 16, 2026, concentrated in account management and consulting & professional services. Migrate Mate updates UW Credit Union's live openings daily. UW Credit Union is a member-owned financial cooperative serving the University of Wisconsin community and broader Wisconsin region, offering personal banking, lending, wealth management, and business financial services.
Find UW Credit Union JobsOverview
UW Credit Union hiring data on Migrate Mate, as of July 16, 2026.
- Open jobs
- 12
- Top team
- Account Management
- Seniority
- Across all levels
- Work type
- 25% remote or hybrid
- Top location
- Madison
Open Roles at UW Credit Union
Showing 12 of 12+ UW Credit Union jobs
Do you have a passion for providing exceptional customer service and delivering quality? Do you have strong organizational, verbal, and written communication skills? Are you looking for an opportunity that has development within the role? If you answered yes to all three questions, then this is the position for you!
At UW Credit Union, we provide meaningful financial services to our members with the honesty and integrity they deserve. As a Client Services Associate, you will be responsible for building relationships, promoting Wealth Management services to UW Credit Union employees, members, and the community at large and providing administrative support to the Wealth Management team.
A Day in the Life of a Client Services Associate
Every day will be different but below is a snapshot of what you will do:
- Start the day off preparing the office for appointments for the Advisors.
- Create a warm and welcoming environment at the front desk of one of our wealth management hubs.
- Provide personalized, professional service to all members and representatives in an exceptional manner, seeking out opportunities to exceed member expectations.
- Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine servicing activities (ex. tax planning tasks), seminar/webinar support, client events and financial transaction items.
- Interact with members in-person and over the phone to review their account status, answer questions and collect information.
- Continuously organize and regroup from priority interruptions while completing daily routine tasks.
- Manage, direct, and troubleshoot incoming calls from the wealth management group extension.
- Make outbound calls regarding various client situations and routine tasks.
- Work with multiple Financial Advisors to support sales functions.
- Associate's degree in buisness, finance or related field required or equivalent work experience.
- 1+ year of experience in financial services, bank operations and/or client services.
- 1+ years of customer service experience preferred.
- High level of problem-solving skills
- Demonstrated experience with inbound and outbound customer/member calls
- Efficient, detail-oriented, self-starter, able to work independently and as a member of a team
- Licensed in the following or obtain within the 1st year of employment (UW Credit Union will pay for 1-2 rounds of exam fees with the opportunity to receive a recognition bonus for successfully obtaining/having all licenses):
- WI Insurance Life & Health License
- Securities Industry Essentials (SIE)
- FINRA Series 7
- FINRA Series 66
Join one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:
- 21.5 days of annual time off (accrued per pay period)
- 2 weeks paid caregiver leave
- 2.5 weeks paid new child parental leave
- 2 days paid volunteer time
- 10 paid holidays (including your birthday!)
- 401k company match of up to 5%, plus approximately 4% discretionary match
- Variable bonus reward
- Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
- Employee Assistance Program
- And more!
All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category.
Do you have a passion for providing exceptional customer service and delivering quality? Do you have strong organizational, verbal, and written communication skills? Are you looking for an opportunity that has development within the role? If you answered yes to all three questions, then this is the position for you!
At UW Credit Union, we provide meaningful financial services to our members with the honesty and integrity they deserve. As a Client Services Associate, you will be responsible for building relationships, promoting Wealth Management services to UW Credit Union employees, members, and the community at large and providing administrative support to the Wealth Management team.
A Day in the Life of a Client Services Associate
Every day will be different but below is a snapshot of what you will do:
- Start the day off preparing the office for appointments for the Advisors.
- Create a warm and welcoming environment at the front desk of one of our wealth management hubs.
- Provide personalized, professional service to all members and representatives in an exceptional manner, seeking out opportunities to exceed member expectations.
- Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine servicing activities (ex. tax planning tasks), seminar/webinar support, client events and financial transaction items.
- Interact with members in-person and over the phone to review their account status, answer questions and collect information.
- Continuously organize and regroup from priority interruptions while completing daily routine tasks.
- Manage, direct, and troubleshoot incoming calls from the wealth management group extension.
- Make outbound calls regarding various client situations and routine tasks.
- Work with multiple Financial Advisors to support sales functions.
- Associate's degree in buisness, finance or related field required or equivalent work experience.
- 1+ year of experience in financial services, bank operations and/or client services.
- 1+ years of customer service experience preferred.
- High level of problem-solving skills
- Demonstrated experience with inbound and outbound customer/member calls
- Efficient, detail-oriented, self-starter, able to work independently and as a member of a team
- Licensed in the following or obtain within the 1st year of employment (UW Credit Union will pay for 1-2 rounds of exam fees with the opportunity to receive a recognition bonus for successfully obtaining/having all licenses):
- WI Insurance Life & Health License
- Securities Industry Essentials (SIE)
- FINRA Series 7
- FINRA Series 66
Join one of Wisconsin’s premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine’s Best Places to Work, Wisconsin State Journal’s Top Workplaces, and Milwaukee Journal Sentinel’s Top Workplaces to receive:
- 21.5 days of annual time off (accrued per pay period)
- 2 weeks paid caregiver leave
- 2.5 weeks paid new child parental leave
- 2 days paid volunteer time
- 10 paid holidays (including your birthday!)
- 401k company match of up to 5%, plus approximately 4% discretionary match
- Variable bonus reward
- Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
- Employee Assistance Program
- And more!
All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category.
Job Roles at UW Credit Union
Working at UW Credit Union
UW Credit Union's 12 open roles are across all levels, and about 25% are remote or hybrid. The most active teams are account management, consulting & professional services, and business development. UW Credit Union is a member-owned financial cooperative providing personal and business banking, lending, investment, and wealth management services to members across Wisconsin. Roles span branch operations, marketing, technology, credit, human resources, and financial advising. Most UW Credit Union roles are based in Madison.
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Browse jobs by roleUW Credit Union Jobs: Frequently Asked Questions
How many jobs is UW Credit Union hiring for right now?
UW Credit Union is hiring for 12 open roles on Migrate Mate as of July 16, 2026, updated daily, concentrated in account management and consulting & professional services. Positions span financial services, marketing, technology, operations, and human resources. Migrate Mate pulls UW Credit Union's current openings directly so the count reflects what is actively posted.
What kinds of roles does UW Credit Union hire for?
The most active teams are account management, consulting & professional services, and business development. UW Credit Union hires across financial consulting, credit analysis, wealth advising, deposit operations, marketing, communications, learning and development, security engineering, and HR. Most postings are across all levels, ranging from individual contributor and coordinator positions to director and vice president level roles.
Are UW Credit Union jobs remote or in-person?
A mix of remote and on-site. About 25% of UW Credit Union's open roles on Migrate Mate are remote or hybrid as of July 16, 2026, with the rest based in Madison. Each UW Credit Union listing shows its work location so you can filter before applying.
How do I apply to a job at UW Credit Union?
Find a UW Credit Union role on Migrate Mate, then follow the listing through to UW Credit Union's own careers page to submit your application directly. UW Credit Union manages its own hiring process, including application review, interviews, and offers. Migrate Mate does not collect or forward applications on the company's behalf.
Does UW Credit Union hire entry-level?
Most of UW Credit Union's open roles on Migrate Mate are across all levels as of July 16, 2026. Check individual UW Credit Union listings for stated experience requirements.
Where is UW Credit Union hiring?
Most UW Credit Union roles are based in Madison, and about 25% offer remote or hybrid work as of July 16, 2026. Migrate Mate shows the location on each listing.