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Client & Onboarding Specialist
Job in
Oak Creek, Milwaukee County, Wisconsin, 53154, USA
Listed on 2026-08-24
Listing for:
Savaglia Financial Advisors
Full Time
position Listed on 2026-08-24
Job specializations:
-
Customer Service/HelpDesk
Bilingual, Bank Customer Service -
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
Savaglia Financial Advisors in Oak Creek, WI seeks a Client Service Representative to be a primary contact for service needs and to support financial advisors. You will onboard clients, schedule appointments, and process paperwork.
The ideal candidate is highly organized, detail-oriented, with at least two years in financial services, proficient with MS Office, and able to maintain confidentiality while delivering exceptional client service.
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