Wealth Client Services Associate - Operations Lead
claire myers consultingSouth Milwaukee, WI
Wealth Client Services Associate - Operations Lead
claire myers consultingSouth Milwaukee, WI
2 days ago
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTelemarketing Bureaus and Other Contact CentersAbout the role
A growing wealth management firm is seeking a Client Service Associate to support Advisors and ensure seamless client service. You will monitor client requests, manage workflows, and maintain CRM integrity within a collaborative culture that values work-life balance and professional development. Ideal candidates will have 2–4+ years of experience in wealth management, strong organizational skills, and effective communication abilities. This role fosters autonomy while providing strong team support.
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JOB OVERVIEW
Experience level
Mid
Location
South Milwaukee, WI
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
2 days ago
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