Client Service Associate

Milwaukee, United States


  • Answer phone calls, resolve issues and/or take messages as needed.
  • Interact directly with clients to answer questions regarding administrative tasks such as money movement requests, account balances, re-ordering of checks, and charitable giving confirmations.
  • Manage the calendar; set appointments and meetings for Advisors. Attend meetings as requested.
  • Confirm appointments directly with clients, via email and/or phone.
  • Assist with travel arrangements and trip itineraries.
  • Schedule lunch and dinner reservations for client meetings as needed.
  • Prepare expense reports to include coding and scanning receipts.
  • Utilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/off boarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
  • Interact with other teams to prepare and submit client paperwork, update account statements, facilitate both simple and complex money movements on behalf of our clients.
  • Draft client letters as needed.


  • College degree (preferred). New grads considered with a business-related degree and internship/work experience.
  • Previous back-office operations or executive/administrative assistant experience (preferred); experience in financial planning and/or the securities industry (helpful).
  • Previous high-touch, direct client experience is essential. 
  • Excellent typing and computer skills. General technical ability and comfort with navigating various software applications and systems.
  • Proficiency in Microsoft Office is required; experience with any CRM, portfolio management and document management software is a plus. Interm./Advanced Excel required-creating investment tables, data exports, vlook-ups, etc
  • Continuously exhibits personal integrity and professional initiative and a personable attitude.

Client Service Associate

Job description

Client Service Associate

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