Client Services Associate

Anticipated Start Date

1/4/27

Anticipated Hours Per Week

20

Schedule:

Minimum 20 hours/week, set schedule. 

Up to 10 additional hours per week; flexible schedule

Salary/Wage Range:

Hourly $20.00 to $23.00

Number Of Positions

1

Position Summary/Job Duties:

The Client Services Associate will help us provide excellent client service and administrative support within a busy financial advisory office. The position is essential to operations by managing calendars, processing routine account maintenance, and maintaining an organized, professional front-office environment. This role requires a person who enjoys talking to people, has fantastic communication skills, both written and verbal, and has a desire to learn.  This is a fast paced position and requires the candidate to switch quickly between tasks.  The ideal candidate will be friendly, organized, detail oriented, and motivated.

• Manage advisors' appointment schedules: setting up client meetings, coordinating calendar invites, confirming appointments, and sending timely meeting prep materials to clients.
• Prepare review materials for advisors ahead of client meetings

• Handle routine client account updates and data maintenance with high accuracy
• Prepare required paperwork and client service forms prior to meetings
• Greet and welcome clients, field incoming calls and emails, and route inquiries to the appropriate team members
• Maintain confidential client files (digital and physical) in accordance with financial industry data security regulations
• Comply with all industry rules and regulations and firm policies

Qualifications:

• Excellent attention to detail, follow-up skills, and the ability to think strategically and solve problems
• Proficiency with both Microsoft Office and Google Workspace
• Ability to work in a high energy team environment
• Excellent verbal and written communication skills
• Ability to strictly adhere to data privacy, compliance standards, and client confidentiality protocols
• Skilled at planning, organizing, prioritizing and executing simultaneous projects and activities; proven ability to work under pressure and adapt quickly to change
• Prior experience in an office administrative role preferred but not required
• Intellectual curiosity and a sense of humor

Application Instructions:

How to Apply

Interested candidates should send their application via email to [email protected] with the subject line: "Application: Client Services Associate – [Your Full Name]".

Please attach:

• Your resume in PDF format

• A brief personal Statement (attached as a document or included directly in the body of the email)

Note: It is important that you complete all application requirements

Contact:

Org: Wealth and Wisdom of Wisconsin
Contact: Tanna Freed
Email: [email protected]