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Client Service Associate — Financial Advisory Support
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-08-05
Listing for:
National Financial Partners
Full Time
position Listed on 2026-08-05
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management, Customer Service Rep, Office Administrator/ Coordinator, Customer Success Management
Job Description & How to Apply Below
Wealthspire Advisors is seeking an Associate, Client Service to forge and nurture relationships with clients, advisors, and teams across the firm. You will handle money movement requests, account balances, check re-orders, and charitable giving confirmations, while efficiently managing client paperwork and CRM workflows.
The role supports scheduling, communication, and documentation tasks, serving as a reliable point of contact to resolve issues and ensure a seamless client experience.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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