Wealth Client Services Specialist
Job in
Sheboygan, Sheboygan County, Wisconsin, 53082, USA
Listed on 2026-07-31
Listing for:
Mohr Talent
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Bank Customer Service
Job Description & How to Apply Below
MOHR Talent is seeking a Client Service Associate to support Financial Advisors with day-to-day client service, account paperwork, and meeting preparation in the Sheboygan area. You will maintain CRM records, handle transfers and distributions, and ensure high-quality client follow-up.
This role emphasizes detail-oriented operations, accurate documentation, and proactive communication with clients and custodians. Prior experience in wealth management or financial services is preferred.
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