Client Service Associate – Wealth Management

Build your career in wealth management while helping clients navigate important financial decisions. An established wealth-management firm is seeking a Client Service Associate to support financial advisors and deliver attentive, dependable client service. This opportunity combines hands-on account support with mentorship, professional development, and the potential to grow toward an advisory career. If you enjoy working with people, keeping details organized, and learning how financial plans become action, this could be a meaningful next step.

Location: Sheboygan, WI (onsite).

Responsibilities

• Answer client questions, coordinate service requests, and follow through on outstanding items.
• Support account opening, maintenance, and documentation, including more complex account needs.
• Gather client information and prepare materials for advisor meetings.
• Keep client records accurate and track next steps across internal teams and outside professionals.
• Help improve everyday processes and create a consistent, positive client experience.

Requirements

• Relevant experience in financial services, banking, account administration, or financial operations.
• Clear communication and a professional, service-focused approach.
• Strong attention to detail, organization, and discretion with confidential information.
• Ability to manage competing priorities and recognize when advisor guidance is needed.
• Comfort with Microsoft Office and learning account, CRM, and planning systems.
• Availability to work onsite in Sheboygan.

Wealth-management experience and securities licensing are valued. Candidates with transferable financial-service experience and a strong interest in developing within the industry are encouraged to apply.

Benefits

• Career development: Build knowledge of investment accounts, client relationships, and advisor support.
• Mentorship: Learn alongside experienced wealth-management professionals.
• Growth potential: Opportunity to progress toward advisory responsibilities based on licensing, demonstrated proficiency, and available opportunities.
• Compensation and benefits: Base salary up to $50,000, health insurance, a 401(k), and tuition reimbursement for qualified expenses.

Pay

Base salary up to $50,000 + anticipated 10% performance-based incentive.

Schedule

Onsite in Sheboygan, WI.