Financial Client Services Specialist

Posted 3 days ago

130 raymond james financial servicesGreen Bay (WI)

Financial Clerks, All Other Portfolio Management and Investment Advice

SENIORITY

Junior

Apply

About the role

ZK Financial Group is seeking a Registered Client Associate to join our team in a client-focused capacity. You will handle daily inquiries, schedule meetings, and greet clients while supporting financial advisors and the branch office with administrative tasks. A strong eye for detail and client service mindset are essential. Ideal candidates will have experience in the financial industry, excellent communication skills, and the ability to work both independently and as part of a team.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.