Strategic Client Services Associate – Wealth Advisory
Listed on 2026-10-07
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Finance & Banking
Financial Advisor / Consultant
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
The Strategic Client Services Associate – Wealth Advisory role at Baker Tilly International is now open for applications in Madison, WI, United States.
Join Baker Tilly International and contribute to our ongoing work.
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This posting is for the Strategic Client Services Associate – Wealth Advisory role at Baker Tilly International, based in Madison, WI, United States.
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