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Client & Onboarding Specialist
Job in
Town of Wausau, Wausau, Marathon County, Wisconsin, 54401, USA
Listed on 2026-09-05
Listing for:
Wausau Region Chamber of Commerce
Full Time
position Listed on 2026-09-05
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Location: Town of Wausau
Integrated Wealth Partners is a high-touch wealth management firm in Wisconsin, focused on providing integrated financial planning, investment management, tax strategy, and estate planning. The Client Experience Associate will support the entire IWP team and client base from the Wausau office, coordinating meetings, onboarding, and CRM updates to ensure a seamless, personalized client journey.
The role emphasizes ownership, proactive communication, and technology adoption to improve efficiency
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