Client Service Associate

About The Role

We are seeking a Client Service Associate to support our retirement plan Relationship Managers in delivering an exceptional client experience across our book of business. This role is responsible for preparing meeting materials, coordinating follow-up items, and managing the day-to-day administrative details that keep client relationships running smoothly. The ideal candidate has a passion for organization and service, so that clients feel supported.

About Spectrum

Spectrum Investment Advisors is a fiduciary, fee-only firm based in Mequon, WI, serving plan sponsors and their employees — from boardroom to break room — for over 30 years. We're proud to be recognized as one of the Best Places to Work in Wisconsin, and we're guided by a culture that values integrity, teamwork, and long-term thinking in everything we do.

Key Responsibilities

• Prepare client reviews, quarterly reports and participant education materials to assist Relationship Managers in delivering and ensuring client satisfaction
• Maintain and update client files and databases containing plan sponsor information, contact details and other related records while checking for accuracy
• Follow up on plan changes and investment changes, preparing and coordinating the related documentation and materials needed to see each change through to completion
• Provide first impression experience through welcoming clients and vendors to our office, at various events and fielding incoming calls
• Provide various forms of written communication and correspondence support to Relationship Managers in the form of letters, emails or notes composed and typed according to company procedures
• Coordinate with recordkeepers and third-party administrators on plan document updates, fund lineup changes, and required compliance notices to ensure timely and accurate delivery to clients
• Open, review and distribute materials received in the office to the appropriate Relationship Managers
• Support the use of technology, AI tools, and marketing resources to enhance client communications and streamline day-to-day service delivery

Skills & Qualifications

• 1-3+ years of experience in client service, financial services, or a related administrative support role (retirement or investment industry experience a plus)
• Strong written and verbal communication skills, with the ability to represent the firm professionally with clients and vendors
• Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines simultaneously
• Proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook); comfort learning and using CRM and portfolio/plan management systems
• Familiarity with AI tools and a willingness to use technology to improve efficiency and client communications
• General knowledge of retirement plan concepts (401(k)/403(b) plans, plan documents, fund lineups) or willingness to learn industry-specific terminology and processes
• Ability to work collaboratively with Relationship Managers and other team members in a fast-paced, client-focused environment

Pay

• Base salary with bonus. Salary paid bi-weekly.
• Annual bonus based on corporate profits, retention and revenue targets. Ranges from 4%-15%; 10-year average = 8.8% (~$9,200); 2025 = 13.5% of salary
• Referral bonus opportunity: 5%-15% of Spectrum's net fee for Wealth Management referrals over $250,000

Benefits

• 401(k) Plan: 3% base Safe Harbor contribution; $0.60 per $1.00 match to 6%; discretionary profit sharing of 1%; Total Employer Contribution = 7.6% of pay at full matching participation
• Insurance (eligible after 60 days): Group Medical Insurance (75% SIA; 25% employee); Group Dental & Vision Insurance (50% by SIA; 50% employee); HSA with employer contribution; Long-Term Disability insurance; $100,000 of Term Life Insurance with AD&D; $2,000 annual compensation if not enrolled in Spectrum's health insurance
• PTO format following calendar year, awarded January 1 and usable January 1 through December 31. New employees awarded based on hire month. Effective January 1 following hire year, full-time employees eligible for: less than 1 year = 10 days (if hired Apr-June; begin January 1); 1-4 years = 17 days; 5-9 years = 22 days; 10+ years = 29 days
• Annual employee reviews
• Reports to the Office Manager

Schedule

• Full time. On-site. Remote work available based on supervisor prior approval.

About The Company

GuideSteps is an exclusive financial wellness program developed by Spectrum Investment Advisors. It provides employees with a guided approach to help identify, prioritize, and take steps to improve their financial picture.

Spectrum is a Registered Investment Adviser located in Mequon, WI. We are committed to building long-term relationships founded on trust and understanding. We are dedicated to making a positive impact within our community and those that participate in it. That means engaging at every level and understanding the real wants and needs of those we advise.

Spectrum Investment Advisors is honored to be listed as a: 2026 Top DC Advisor Firm by NAPA (National Association of Plan Advisors); 2026 Best Places to Work in Wisconsin by the Best Companies Group; 2026 Milwaukee's Best & Brightest Companies to Work For® by the National Association for Business Resources; 2025 Best Workplaces in Money Management by Financial Planning; 2025 Milwaukee's Best & Brightest Companies to Work For® by the National Association for Business Resources; 2024 Milwaukee Business Journal Best Places to Work; 2024 Milwaukee-Area Investment Management Firms ranking by Milwaukee Business Journal; 2024 Best Places to Work for Financial Advisers by InvestmentNews.

For more information about Spectrum Investment Advisors, visit www.spectruminvestor.com.