Client Service Associate

Client Service Associate – Milwaukee, WI

Team Sadoff in our Milwaukee, WI office is looking for a Client Service Associate to join the Client Service Team as a liaison between the client and the Financial Advisor (FA). This is an on‑site position.

• New Client Onboarding
  • Facilitate new account set‑up at the custodial and broker‑dealer level; follow up on fund transfers
  • Ensure accurate completion of prospect/new client paperwork and set‑up
  • Maintain CRM database and client files (filing, copies, data input)
  • Record incoming assets to the appropriate blotting tool
  • Research and follow up on any issues with the Broker/Dealer, WEG Operations, and vendors
• Client Relationship Management
  • Support Senior Vice President, the Client Service Team, and clients by leading and implementing the service model
  • Respond to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
• Client Review Preparation and Follow‑Up
  • Gather client data and prepare materials for client meetings and reviews
  • Support client service functions for all teams as requested
  • Complete any review follow‑up needs for the team
• Team and Corporate Support
  • Assist Advisor Team Operations to streamline processes
  • Complete operational projects to support enhancements and changes
  • Communicate process and sales updates to the team
  • Manage vendors to Service Level Agreements

• 4‑year degree in business, finance, economics or related field (preferred)
• 3+ years of customer service/administrative experience for a client‑service or investment firm (required)
• Financial administration experience is a plus
• Familiarity with account brokerage paperwork and industry terms (e.g., RMD, QCD, IRA, ACH) is strongly preferred
• Strong interpersonal skills to develop team and client relationships
• Strong attention to detail and process
• Good problem‑solving skills, ability to work with deadlines and prioritize work
• Proficient with Microsoft Office;
  Salesforce and Adobe experience are a plus

Base salary range: $65,000 to $70,000 (exclusive of bonuses and benefits). The full salary grade for this level is $42,500–$63,750; the above range reflects the starting pay.

Benefits: Health, dental and vision coverage; HSA with employer contribution; FSA for medical, dependent and transit expenses; life and AD&D insurance; short‑term and long‑term disability; workers’ compensation; 401(k) with match and profit sharing; wellness programs; voluntary pet insurance; 18 days of paid time off (25 days after 4 years of service); 12 paid holidays annually; paid parental and caregiver leave; tuition reimbursement upon meeting service requirements.

We are an equal opportunity employer, including disabled and veterans. We do not discriminate based on race, color, religion, sex, national origin, age, disability or any other protected status. Your personal information is handled in accordance with applicable data protection laws.

Wealth Enhancement may use artificial intelligence (AI) tools to assist in the initial screening of resumes. All AI‑supported evaluations are reviewed by our recruitment team to ensure accuracy and fairness. If you require reasonable accommodation during the application or selection process, contact the Human Resources Department at 763‑417‑1700.