Client Service & Relationship Coordinator — Wealth Advisory
Listed on 2026-10-07
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Finance & Banking
Wealth Management, Financial Advisor / Consultant
Baker Tilly Advisory Group, LP in Madison, WI is seeking a detail-oriented Client Service Associate (CSA) to join our Registered Investment Advisor practice. You will serve as a key point of contact for clients, assist with account administration, and support advisors with review preparation and reporting.
Ideal candidates have a Bachelor's degree and 3+ years in financial services or client service, with strong organization, communication, and CRM skills including Redtail/Salesforce/eMoney.
We are currently recruiting a Client Service & Relationship Coordinator — Wealth Advisory for our team in Madison, WI, United States.
We would love to welcome a new Client Service & Relationship Coordinator — Wealth Advisory to our organisation in Madison, WI, United States.
For the Client Service & Relationship Coordinator — Wealth Advisory position at Baker Tilly Advisory Group, LP, we are reviewing applications now.
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