Client Service Administrator

Pay: $18.00 - $26.00 per hour

This is a Full-Time position in a friendly office environment (M-F). As a Client Service Administrator (CSA), your primary focus will be to provide superior client service to our clients.
We are Fee-Only financial planning and investment management firm working with local families and
have begun our 25th year in business!

We are looking for an organized, detail-oriented team player to support administrative and client service duties. We have a staff of five and are looking to grow our team to eight over the next few years.
Work where you can make a difference! There are strong opportunities for growth tailored to the unique desires and career aspirations of each candidate. After serving as a CSA, you may consider future career paths into salaried positions within our financial planning or investment management teams.

• Full time - 40 hours per week
• Monday through Friday, no weekends
• 100% in-person located at W6184 Aerotech Dr
• No travel is required
• Modest flexibility in daily start and end times

• Hourly pay from $18 to $26 depending on experience and background
• Paid holidays
• 401k plan (featuring 4% employer match)
• Profit sharing plan
• 3-weeks Paid Time Off (PTO) in the first year
• Life & disability insurance
• Education reimbursement program

• Greet clients and visitors in a friendly and professional manner
• Answer and route phone calls
• Retrieve, sort, and process incoming and outgoing mail
• Maintain office supplies and place orders as necessary to manage inventory
• Scan documents and maintain files
• Maintain and update client relations management database
• Review written correspondence for grammar and clarity
• Assist with various projects as needed
• Light office cleaning

• Prepare and process Schwab paperwork for new and existing investment accounts
• Collaborate with Schwab to service client accounts as necessary
• Correspond with clients primarily by email and telephone to schedule meetings and coordinate signatures for paperwork as needed
• Process and monitor incoming checks and all general client money movements
• Prepare report packets prior to client meetings

• High school diploma or equivalent
• Experience with Microsoft Office tools

• Previous work experience in an office setting
• Previous financial services experience

Additional education and/or work experience are welcome and will be considered when determining compensation.

Job Type: Full-time

• 401(k)
• 401(k) 4% Match
• 401(k) matching
• Employee discount
• Flexible schedule
• Happy hour
• Life insurance
• Paid time off
• Paid training
• Professional development assistance
• Retirement plan
• Tuition reimbursement

• Profit sharing

• Appleton, WI 54914 (Preferred)

• Appleton, WI 54914:
  Relocate before starting work (Required)