Wealth Management: Client Service Associate; Remote Flex

Garry Executive Search is recruiting a Client Service Associate for a growing wealth management firm. You will be the main contact for 150–200 clients, manage advisers’ inboxes, and coordinate scheduling while ensuring clear communication across all teams.

This role emphasizes autonomy, long-term stability, and a collaborative culture with a focus on work‑life balance and client service excellence.

The Wealth Management:
Client Service Associate (Remote Flex) role at Garry Executive Search is now open for applications in Town of Brookfield, WI, United States.

Full responsibilities and requirements are described in the listing above.

Learn more about the Wealth Management:
Client Service Associate (Remote Flex) role in the description above.

We appreciate your interest in this position.

Join Garry Executive Search and contribute to our ongoing work.

Take a moment to read everything above and see whether this role is right for you.