Client Relationship Specialist

Compensation:$75,000
Location:Kohler, WI
Position Overview

We are seeking an experienced Client Relationship Specialist II to play an advanced role in supporting client relationships, managing complex account and service needs, and delivering an exceptional client experience.

As a trusted partner to Financial Advisors and clients, this individual will serve as a primary point of contact for sophisticated client situations, including complex account structures, wealth planning initiatives, and ongoing service requests.

In addition to client-facing responsibilities, the Client Relationship Specialist II will contribute to operational excellence by identifying process improvements, participating in business initiatives, and mentoring less experienced team members.

This position requires strong technical knowledge, attention to detail, sound judgment, and a commitment to delivering a high level of service.

The role also provides a potential career path into wealth advisory. Individuals who successfully complete the required FINRA licensing requirements and demonstrate proficiency in client relationship management, advisory support, wealth planning processes, and overall job competencies may be eligible for advancement to a Wealth Advisor Associate position.

Serve as a primary point of contact for clients, ensuring timely and accurate resolution of inquiries and service requests.

Manage complex account structures, including trusts, estates, and multi-entity accounts.

Build and maintain strong relationships with clients, Financial Advisors, and internal partners.

Proactively identify opportunities to enhance the client experience and improve service delivery.

Handle confidential client information with professionalism, discretion, and accuracy.

Support client appreciation events, educational seminars, workshops, and community engagement initiatives.

Support wealth planning initiatives in collaboration with Financial Advisors and outside legal and tax professionals.

Gather client information, prepare reports, and assist Advisors in developing financial plans and recommendations.

Assist with appointment scheduling, meeting preparation, agenda development, and follow-up activities.

Coordinate the implementation of client strategies and service plans across internal and external partners.

Support Advisors in addressing sophisticated client service and account administration needs.

Maintain accurate client records, documentation, and account information.

Identify opportunities to improve operational processes, systems, workflows, and client service delivery.

Participate in business initiatives designed to enhance efficiency, scalability, and team effectiveness.

Maintain knowledge of regulatory requirements, compliance standards, and industry best practices.

Stay informed on financial industry trends and market developments relevant to client needs.

Contribute ideas and recommendations to improve overall service quality and operational performance.

Provide guidance, coaching, and support to Associates and newer Client Relationship Specialists.

Share best practices and help maintain consistent service standards across the team.

Collaborate with Financial Advisors and colleagues to ensure efficient operations and exceptional client support.

Demonstrate sound judgment in determining when client situations require Advisor involvement.

Assist with traditional and digital marketing initiatives that strengthen client relationships.

Support client engagement activities, educational events, and community outreach.

Contribute to initiatives that support client retention and business development efforts.

• Strong understanding of financial services operations, account administration, and client service best practices.

• Experience supporting Financial Advisors and managing client relationships within a financial services environment.

• Ability to manage complex client accounts and service requests with accuracy and professionalism.

• Excellent written, verbal, and interpersonal communication skills.

• Strong organizational, time management, and prioritization abilities.

• Exceptional attention to detail and ability to handle confidential information.

• Proficiency with Microsoft Office Suite, CRM platforms, and financial planning software.

• Ability to work independently while exercising sound judgment.

• Strong problem-solving skills…