Client Services Associate - Milwaukee
2 hours ago
Job description
Location:
Milwaukee, WI
Compensation:
$65,000 - $80,000 + benefits
Our client is a growing, team-oriented wealth management firm committed to delivering an exceptional client experience through thoughtful planning and operational excellence.
Structured around a collaborative pod model, this firm provides clear role ownership, strong cross-functional support, and defined processes that allow team members to thrive in their lane.
They are seeking a Client Service Associate to support an Advisor and clients.This role plays a critical part in ensuring seamless client service, operational accuracy, and proactive communication across advisors, planning, and investment operations.
This firm believes in growing with purpose — not just for clients, but for the team. You will be part of a collaborative, mission-driven culture that values work-life balance, clear expectations, and professional development. The environment is structured yet empowering, giving you ownership of your lane while ensuring strong team support.Role Overview:
The Client Service Associate serves as the operational quarterback for their Advisor pod, ensuring client requests, onboarding, documentation, and follow-ups are handled with accuracy and care.
This individual will manage workflows, maintain CRM integrity, and serve as a key liaison between the Advisor, clients, and internal teams.
Key Responsibilities:
Monitor and manage a Advisor inbox, responding to or routing client requests appropriately
Schedule client meetings and manage Advisor's calendar using the firm's scheduling system
Keep clients and advisors informed on the status of recommendations, onboarding, and service requests
Facilitate client onboarding calls, including information gathering and account-opening paperwork
Submit account requests to the investment operations team and track progress through completion
Confirm client money movement requests verbally and route documentation appropriately
Monitor incoming cash alerts for assigned clients
Review meeting notes to ensure documentation is complete and compliant
Track advisor follow-ups and confirm action items are completed after client meetings
Create and maintain tasks for planning and operations teams
Maintain clean, accurate, and up-to-date CRM records
Team Structure:
Pod-based model supporting a defined Advisor and group of clients
Coordinated workflow across Advisors, planning, and investment operations with clear handoffs
Ownership of responsibilities with autonomy to manage day-to-day priorities
Qualifications:
2–4+ years of experience in advisor support, client service, or operations within wealth management or financial services
Strong organizational skills and consistent follow-through
Clear, professional communication skills with clients and internal stakeholders
Comfortable working across multiple systems including CRM platforms, scheduling tools, and document management systems
Experience working with custodians such as Schwab, Fidelity, or Pershing preferred
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