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Strategic Client Services Associate – Wealth Advisory
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-09-09
Listing for:
Baker Tilly International
Full Time
position Listed on 2026-09-09
Job specializations:
-
Entertainment & Gaming
Customer Service Rep
Job Description & How to Apply Below
Baker Tilly in Madison is seeking a detail-oriented Client Service Associate to join our Registered Investment Advisor (RIA) firm. You will be the primary liaison for clients, handling account administration, communications, and service-related requests to ensure a seamless experience.
You’ll support financial advisors with reviews, reporting, and documentation, maintain records in CRM and portfolio systems, and assist with compliance and data integrity in a fast-paced, client-focused
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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