Client Service Associate

Posted 4 days ago

prescient financial solutionsWaukesha (WI)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Junior

SALARY

$55,000–$80,000

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About the role

About Us: We are a top, nationally recognized, boutique Wealth Management firm looking for a warm, friendly, detail-oriented, self-starter and “go-getter” to join our rapidly growing team. We’re hiring a Client Service Associate to support an advisor and their clients. This role is focused on communication, coordination, and follow-through, making sure client work moves smoothly across advisors, planning, and investment operations. It’s an execution and client-facing operations role for someone who enjoys ownership, organization, and keeping things on track.

Role/Responsibilities:

Monitor a shared inbox for your advisor pod and respond or route items appropriately
Schedule client meetings and manage advisor calendars using our scheduling system
Keep clients and advisors updated on the status of recommendations, onboarding, and service requests
Facilitate client onboarding calls (information gathering and account opening paperwork)
Submit account requests to our investment operations team and track progress through completion
Help verbally confirm client money movements and route requests appropriately
Monitor incoming cash alerts for assigned clients
Review meeting notes to ensure documentation is complete
Track advisor follow-ups and confirm action items are completed after meetings
Create and maintain tasks for planning and operations teams
Maintain clean, accurate CRM records for your client group How we’re structured
This is a pod-based role, supporting a defined group of advisors and clients
Work is coordinated across advisors, planning, and investment operations with clear handoffs
You’ll have ownership of your lane and the autonomy to manage priorities day to day

Experience/Requirements: 2-4+ years of experience in advisor support, client service, or operations within wealth management or financial services Strong organization and follow-through Clear, professional communication with clients and internal teams Comfortable working across multiple systems (CRM, scheduling tools, document management) Experience with custodians like Schwab, Fidelity, or Pershing is preferred

Compensation & benefits:

$55,000–$80,000 total comp, depending on experience
Bonus potential and benefits
Collaborative team environment with clear roles and expectations

Why Join Us: We believe in growing with purpose, not just for our clients, but for our team. You’ll be part of a supportive, mission-driven culture that values collaboration, work-life balance, and professional development.

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