Client Relationship Specialist

About the Role

A growing wealth-management organization is seeking a Client Relationship Specialist II to support financial advisors and provide responsive, accurate service to clients. This is a junior-to-intermediate opportunity for someone with experience in wealth management, investment services, or financial-advisory support who wants to continue developing within the industry. Securities licenses are not required.

Responsibilities

• Serve as a primary contact for client service and account requests.
• Support the administration of individual, retirement, trust, estate, and multi-entity accounts.
• Prepare, process, and monitor account documentation and service requests.
• Coordinate activities among clients, advisors, custodians, and outside professionals.
• Gather client information and help prepare reports and financial-planning materials.
• Schedule meetings, prepare agendas, and track follow-up items.
• Maintain accurate and confidential client records.
• Help implement client strategies and ongoing service plans.
• Identify opportunities to improve workflows and the client experience.
• Assist with client events and relationship-building initiatives.

Qualifications

• Previous experience in wealth management, financial planning, brokerage operations, or investment-client service.
• Understanding of account administration and client-service procedures.
• Exposure to trusts, estates, or complex account registrations is strongly preferred.
• Strong attention to detail, organization, and professional judgment.
• Excellent written and verbal communication skills.
• Experience using Microsoft Office, CRM platforms, and financial-services technology.
• Ability to manage confidential information professionally.
• Interest in professional growth and potentially obtaining FINRA licenses in the future.

Benefits and Growth

• Health insurance and a competitive benefits package.
• 401(k) plan.
• Tuition reimbursement for qualified expenses.
• Training and professional development.
• Defined growth opportunities within wealth management.
• Potential progression into wealth-advisory support or an advisory career path.

Location: Sheboygan Falls, WI 53085 | Work Arrangement: Fully Onsite | Employment Type: Direct Hire | Full-Time | Compensation: Up to $70,000 annually