Client Services Associate

Posted 4 days ago

financialoscopyOnalaska (WI)

Securities, Commodities, and Financial Services Sales Agents Portfolio Management and Investment Advice

SENIORITY

Junior

SALARY

$38,000–$48,000

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About the role

Client Service Associate (Client Advocate) — Financialoscopy Inc. Onalaska, WI | In-person | Full-time | $38,000–$48,000 | 36-hour week Help clients of a nearly 40-year La Crosse–Onalaska financial firm feel known, organized, and taken care of. This is a client-facing support role with a path toward licensed advisory work.

About the role: You are the connective tissue between clients and advisors. You handle daily communication, document every important detail, prepare meetings, and keep work moving so advisors can spend time with people—not paperwork.

What you will do:

Communicate with clients by phone, email, notes, and video; keep a complete written record of conversations, concerns, and next steps
Prepare appointment folders, compile advisor notes, and start financial-model updates from statements and client information
Sit in on meetings, take notes, send recaps, and track action items with the team
Research investment and life-insurance options and help service accounts once properly licensed
Back up the front office: phones, scheduling, applications, and walk-in help
Protect advisor time by prioritizing documentation and deadlines What you bring Required
Reliable in-person presence at 1401 Main Street, Suite 101, Onalaska (greater La Crosse)
Strong writing, phone manner, and Microsoft Office / Excel skills
Comfort juggling details without dropping them
Ability to pass fingerprint, criminal, and credit background checks
Willingness to pass the SIE exam if you are not already licensed Preferred
Associate degree or higher
Customer service, banking, insurance, legal support, marketing, or sales experience
Calm, warm style with people who are making money decisions Schedule and pay
Full-time, 36 hours per week
Office closes Friday at 12:30 p.m.
Paid Christmas Eve through New Year’s Day
Extra paid days: Friday before Memorial Day and Labor Day, Presidents’ Day, and Martin Luther King Jr. Day, plus earned vacation
Salary $38,000–$48,000 based on experience
Professional development and a path that can grow into independent advisory work within about three years

This is not a sales-floor job and not remote. It is a small, established team serving families across the Coulee Region. Apply on Indeed. Please include a resume. Candidates who move forward may also send a detailed resume to mark@financialoscopy.com.

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