Client Services Specialist – Wealth Advisory Team
Job in
Delafield, Waukesha County, Wisconsin, 53018, USA
Listed on 2026-08-05
Listing for:
National Financial Partners
Full Time
position Listed on 2026-08-05
Job specializations:
-
Business
Office Administrator/ Coordinator, Client Relationship Management
Job Description & How to Apply Below
Wealthspire Advisors seeks a client service professional in Wisconsin to support advisors and clients with daily activities, scheduling, and paperwork processing. You will manage client requests, use CRM tools, prepare correspondence, and coordinate with teams to ensure accurate, timely service while maintaining a high level of professionalism and integrity.
Strong attention to detail and teamwork are essential, with a base salary range of $42,000–$68,000 plus PTO and 401(k) matching
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