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