Wealth Management: Client Service Associate; Hybrid
Job in
La Crosse, La Crosse County, Wisconsin, 54602, USA
Listed on 2026-01-03
Listing for:
EmergencyMD
Full Time
position Listed on 2026-01-03
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A financial services firm in La Crosse is seeking a full-time Client Service Associate to support their Wealth Management team. The ideal candidate should have a 2-year degree in a relevant field and excellent communication skills. You will be responsible for maintaining client relationships, addressing inquiries, and assisting in financial document preparation.
This role offers a hybrid work schedule, and the company promotes a culture of inclusion and team collaboration with various perks.
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Position Requirements
10+ Years
work experience
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