Client Service Associate - Retirement Plans (Remote-Eligible
Remote / Online - Candidates ideally in
Mequon, Ozaukee County, Wisconsin, 53097, USA
Listed on 2026-08-21
Mequon, Ozaukee County, Wisconsin, 53097, USA
Listing for:
Spectrum Investment Advisors, Inc.
Remote/Work from Home
position Listed on 2026-08-21
Job specializations:
-
Business
Client Relationship Management, Office Administrator/ Coordinator
Job Description & How to Apply Below
Spectrum Investment Advisors, Inc. is seeking a Client Service Associate to support Relationship Managers in delivering an exceptional client experience across our retirement plan book.
You will prepare meeting materials, coordinate follow-up items, and manage day-to-day administrative details to keep client relationships running smoothly. The ideal candidate embraces organization and service, ensuring clients feel supported.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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