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Client Services Specialist — Wealth Management
Job in
Appleton, Outagamie County, Wisconsin, 54914, USA
Listed on 2026-07-24
Listing for:
Wealth Enhancement Group
Full Time
position Listed on 2026-07-24
Job specializations:
-
Finance & Banking
Wealth Management, Financial Services
Job Description & How to Apply Below
Wealth Enhancement Group’s Clinton, WI office is seeking a Client Service Associate to support Senior Vice Presidents and clients across the full client service cycle. You will handle new account setup, paperwork, and inquiries while maintaining client files and coordinating with custodians.
The role emphasizes responsiveness, accuracy, and teamwork in a fast-paced wealth management environment. 2+ years of experience and a bachelor’s degree are preferred; on-site schedule supports M-TH 8:30–5
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