Wealth Management Client Services Specialist
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-06-24
Listing for:
Bank of Montreal
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Services, Financial Consultant
Job Description & How to Apply Below
The Bank of Montreal in Milwaukee, WI is looking for an individual to provide support and expertise for the financial planning team. Responsibilities include assisting Wealth Advisors, conducting market research, and ensuring exceptional client experiences.
Candidate must have a post-secondary degree and 3-5 years of relevant experience in financial planning or wealth management. The role offers a competitive salary range of $41,714.00 - $77,500.00 with additional benefits.
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