Client Service Associate

Overview

A growing wealth management firm is seeking a Client Service Associate to support Financial Advisors with day-to-day client service, account administration, paperwork, meeting preparation, and client follow-up. This is a strong opportunity for someone with experience in wealth management, financial services, banking, trust, private banking, brokerage, RIA, or advisor support who enjoys client interaction and detailed operational work.

• Serve as a key point of contact for client service requests and account questions
• Prepare and process new account paperwork, transfers, distributions, and account maintenance
• Support advisors with meeting prep, client follow-ups, scheduling, and documentation
• Maintain CRM records, client files, and service workflows
• Coordinate with custodians and internal operations teams to resolve client requests
• Track outstanding paperwork and ensure requests are completed accurately and on time
• Help deliver a high-touch client experience for individuals and families

• Client service experience within wealth management, financial services, banking, brokerage, RIA, trust, private banking, or advisor support
• Experience supporting Financial Advisors or client-facing financial services teams preferred
• Strong attention to detail, follow-up, organization, and communication
• Experience with account paperwork, ACAT transfers, money movement, distributions, or account maintenance preferred
• CRM and Microsoft Office experience preferred
• SIE, Series 7, Series 66, or Series 65 preferred but not required

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at

• Position:
  Client Service Associate
• Location:
  
  Sheboygan / Kohler, WI Area
• Salary: $60K–$70K + Benefits

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.

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