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Client Experience Specialist - Financial Services
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-08-06
Listing for:
Russell Investments
Full Time
position Listed on 2026-08-06
Job specializations:
-
Sales
Client Relationship Management
Job Description & How to Apply Below
Russell Investments in Milwaukee seeks a Client Service Associate to be the first point of contact for existing and potential clients. You will answer inbound calls and provide client service across US Advisor & Intermediary Solutions.
You will generate client-ready proposals and reports for sales teams and support the opening, maintenance, and closing of PMA accounts. In this role you will develop consultative, selling and relationship management skills while supporting both sales and
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