Client & Operations Specialist

Financial Planner Recruiting Llc in Milwaukee, WI seeks an experienced Operations and Client Experience Associate. The role focuses on delivering exceptional client service, coordinating AUM and planning tasks, and maintaining compliant client records, with a strong emphasis on Redtail CRM usage and teamwork.

Ideal candidates have 3–5 years of relevant experience, familiarity with RIAs, and solid tech skills including Redtail, Microsoft Office, and platform familiarity with Fidelity and Schwab.

The following opportunity is for a Client Experience & Operations Specialist with Financial Planner Recruiting Llc.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Client Experience & Operations Specialist role in the description above.

We appreciate your interest in this position.

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