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Client Relationship Management

Wealth Client Services Associate – Operations Lead

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: Claire Myers Consulting
Full Time position
Listed on 2026-06-26
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Management
Job Description & How to Apply Below
A growing wealth management firm is seeking a Client Service Associate to support Advisors and ensure seamless client service. You will monitor client requests, manage workflows, and maintain CRM integrity within a collaborative culture that values work-life balance and professional development. Ideal candidates will have 2–4+ years of experience in wealth management, strong organizational skills, and effective communication abilities. This role fosters autonomy while providing strong team support.
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Position Requirements
10+ Years work experience
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