Client Lead — Wealth Management
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-03-03
Listing for:
Wealth Enhancement Group
Full Time
position Listed on 2026-03-03
Job specializations:
-
Customer Service/HelpDesk
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Finance & Banking
Job Description & How to Apply Below
A financial services firm in Milwaukee is seeking a Sr. Client Service Associate to support the Client Service Team. You will manage client onboarding, handle financial paperwork, and ensure a seamless client experience. The ideal candidate has a degree in business or finance and over 3 years of customer service experience in a similar environment.
This role offers a competitive salary range of $55,000 to $65,000 and comprehensive benefits including medical, dental, and 401k matching.
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