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Senior Wealth Client Services Lead
Job in
Green Bay, Brown County, Wisconsin, 54311, USA
Listed on 2026-08-06
Listing for:
Oliver James Associates Ltd.
Full Time
position Listed on 2026-08-06
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Oliver James Associates Ltd. is seeking a Senior Client Service Associate to support a team of Financial Advisors serving High Net Worth clients. This role focuses on efficient administration, client onboarding, and delivering exceptional service.
The ideal candidate will have a Bachelor's degree, 3+ years in wealth management support, and strong communication. A career-driven, client-first mindset and ability to work with a collaborative team are essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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