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Client Assistant - Wealth Management Onboarding & Support

Job in Mequon, Ozaukee County, Wisconsin, 53097, USA
Listing for: Baird
Full Time position
Listed on 2025-12-31
Job specializations:
  • Finance & Banking
  • Customer Service/HelpDesk
Job Description & How to Apply Below
A financial services firm in Mequon seeks a Client Assistant to enhance client service and support Financial Advisors. The role involves onboarding clients, managing communications, and operating the Client Relationship Management system. Candidates should possess strong communication skills and have 2+ years of relevant experience. The firm encourages obtaining necessary financial licenses within the first 18 months of employment. This is a great opportunity to contribute to client success and enhance operational effectiveness.
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