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Client Success & Retention Lead
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-08-22
Listing for:
Investment Company (Confidential)
Full Time
position Listed on 2026-08-22
Job specializations:
-
Business
Client Relationship Management
Job Description & How to Apply Below
Investment Company (Confidential) in Chicago seeks a Client Services Manager to strengthen and repair client relationships, driving retention and loyalty. You will create structured processes to provide high-touch service, coordinate with advisors and leadership, and leverage firm resources to address client needs.
The role requires 5+ years in financial services client management, a Bachelor’s degree, and a Series 65 license (CFP preferred).
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