Client Services Specialist – Wealth Advisory Team
Listed on 2026-10-06
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Finance & Banking
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Customer Service/HelpDesk
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
This role, Client Services Specialist – Wealth Advisory Team at National Financial Partners, could be your next move.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Client Services Specialist – Wealth Advisory Team role in the description above.
We appreciate your interest in this position.
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