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Client Service Associate

Client Service Associate

prescient financial solutionsWaukesha, WI

3 days ago

$55,000–$80,000

Personal Financial AdvisorsBrokerage ClerksFinancial Clerks, All Other
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
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About Us: We are a top, nationally recognized, boutique Wealth Management firm looking for a warm, friendly, detail-oriented, self-starter and “go-getter” to join our rapidly growing team. We’re hiring a Client Service Associate to support an advisor and their clients. This role is focused on communication, coordination, and follow-through, making sure client work moves smoothly across advisors, planning, and investment operations. It’s an execution and client-facing operations role for someone who enjoys ownership, organization, and keeping things on track.
Role/Responsibilities:
  • Monitor a shared inbox for your advisor pod and respond or route items appropriately
  • Schedule client meetings and manage advisor calendars using our scheduling system
  • Keep clients and advisors updated on the status of recommendations, onboarding, and service requests
  • Facilitate client onboarding calls (information gathering and account opening paperwork)
  • Submit account requests to our investment operations team and track progress through completion
  • Help verbally confirm client money movements and route requests appropriately
  • Monitor incoming cash alerts for assigned clients
  • Review meeting notes to ensure documentation is complete
  • Track advisor follow-ups and confirm action items are completed after meetings
  • Create and maintain tasks for planning and operations teams
  • Maintain clean, accurate CRM records for your client group How we’re structured
  • This is a pod-based role, supporting a defined group of advisors and clients
  • Work is coordinated across advisors, planning, and investment operations with clear handoffs
  • You’ll have ownership of your lane and the autonomy to manage priorities day to day
Experience/Requirements: 2-4+ years of experience in advisor support, client service, or operations within wealth management or financial services Strong organization and follow-through Clear, professional communication with clients and internal teams Comfortable working across multiple systems (CRM, scheduling tools, document management) Experience with custodians like Schwab, Fidelity, or Pershing is preferred
Compensation & benefits:
  • $55,000–$80,000 total comp, depending on experience
  • Bonus potential and benefits
  • Collaborative team environment with clear roles and expectations
Why Join Us: We believe in growing with purpose, not just for our clients, but for our team. You’ll be part of a supportive, mission-driven culture that values collaboration, work-life balance, and professional development.

Also on the board Same function, level within a rung

Level

Junior

Salary

$55,000–$80,000

Location

Waukesha, WI

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

3 days ago

Apply for this role →