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Client Services Associate – Wealth Management

Job in Delafield, Waukesha County, Wisconsin, 53018, USA
Listing for: National Financial Partners
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Business Administration
  • Business
    Business Administration
Salary/Wage Range or Industry Benchmark: 42000 - 68000 USD Yearly USD 42000.00 68000.00 YEAR
Job Description & How to Apply Below
A leading wealth management firm in Wisconsin is seeking an individual to manage client relationships and perform various administrative tasks. The ideal candidate should have a background in finance or business, complemented by proficiency in Microsoft Office and CRM software.

This role offers a competitive salary ranging from $42,000 to $68,000, alongside benefits like PTO, 401(k) match, and performance incentives. New graduates are encouraged to apply even if they don't meet every qualification.
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Position Requirements
10+ Years work experience
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