Client Services Associate

Client Services Associate

Salary/Wage Range or Lump Sum: $20.00 to $23.00 Job Categories: Business Management, Finance, and Marketing, Customer Service Anticipated Start Date 1/4/27 Anticipated Hours Per Week 20 Schedule: Minimum 20 hours/week, set schedule. Up to 10 additional hours per week; flexible schedule Salary/Wage Range: Hourly $20.00 to $23.00 Number Of Positions 1 Position Summary/Job Duties: The Client Services Associate will help us provide excellent client service and administrative support within a busy financial advisory office. The position is essential to operations by managing calendars, processing routine account maintenance, and maintaining an organized, professional front-office environment. This role requires a person who enjoys talking to people, has fantastic communication skills, both written and verbal, and has a desire to learn. This is a fast paced position and requires the candidate to switch quickly between tasks. The ideal candidate will be friendly, organized, detail oriented, and motivated. Manage advisors' appointment schedules: setting up client meetings, coordinating calendar invites, confirming appointments, and sending timely meeting prep materials to clients. Prepare review materials for advisors ahead of client meetings Handle routine client account updates and data maintenance with high accuracy Prepare required paperwork and client service forms prior to meetings Greet and welcome clients, field incoming calls and emails, and route inquiries to the appropriate team members Maintain confidential client files (digital and physical) in accordance with financial industry data security regulations Comply with all industry rules and regulations and firm policies Qualifications: Excellent attention to detail, follow-up skills, and the ability to think strategically and solve problems Proficiency with both Microsoft Office and Google Workspace Ability to work in a high energy team environment Excellent verbal and written communication skills Ability to strictly adhere to data privacy, compliance standards, and client confidentiality protocols Skilled at planning, organizing, prioritizing and executing simultaneous projects and activities; proven ability to work under pressure and adapt quickly to change Prior experience in an office administrative role preferred but not required Intellectual curiosity and a sense of humor Application Instructions: How to Apply Interested candidates should send their application via email to tanna@wealthandwisdomwi.com with the subject line: "Application: Client Services Associate - [Your Full Name]"Please attach: Your resume in PDF format A brief personal Statement (attached as a document or included directly in the body of the email)