Associate, Client Service – Madison, WI

National Financial Partners; Madison (WI); On-site; USD 42,000 - 68,000; Full time

Job summary

Wealthspire Advisors is seeking an Associate, Client Service to forge and nurture relationships with clients, advisors, and teams across the firm. You will handle money movement requests, account balances, check re-orders, and charitable giving confirmations, while efficiently managing client paperwork and CRM workflows.

The role supports scheduling, communication, and documentation tasks, serving as a reliable point of contact to resolve issues and ensure a seamless client experience.

Qualifications

• College degree preferred; new grads with business/finance degree and internship/work experience considered.
• Minimum two years of directly related industry experience preferred; experience in financial planning helpful.
• Numerical accuracy and attention to detail required.
• Ability to prioritize tasks and work in a team.
• Professional appearance and proactive attitude.
• CRM/portfolio/document management software experience a plus; MS Office proficiency required.

Responsibilities

• Develop and maintain strong relationships with clients, advisors and team members.
• Interact with clients regarding money movement, account balances, check re-orders and charitable giving confirmations.
• Manage distribution/receipt of clients' paperwork.
• Answer phone calls, resolve issues, and take messages as needed.
• Use CRM to submit tasks, onboarding/offboarding, update contacts, and track current work.
• Collaborate with Wealthspire teams to prepare and submit client paperwork.
• Prepare client letters and emails as needed.
• Assist advisors with scheduling client meetings and calendar management.
• Confirm appointments with clients via email or phone.
• Perform other duties as needed.

Skills

Relationship building

Communication

Organization

Team player

Attention to detail

Education

College degree (preferred)

Finance/business degree (optional)

Tools

CRM software

Portfolio management software

Document management software

Microsoft Office

Job description

Who We Are:

Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20 offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client’s financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com.

Summary:

As an Associate, Client Service, your primary responsibility is to forge and nurture robust relationships with clients, advisors, and team members across the firm. This dynamic role places you at the forefront of client interaction, addressing a variety of requests such as money movement, account balance inquiries, check re-orders, and charitable giving confirmations, to name a few. You will play a crucial role in managing the flow of client paperwork, ensuring smooth distribution and receipt, while being a reliable point of contact for resolving issues and answering phone calls. Leveraging the power of the CRM application, you will efficiently manage tasks, update client information, and streamline processes, contributing to the overall excellence of client service and support. Your ability to seamlessly blend administrative prowess with personalized client care will be pivotal in delivering an exceptional client experience.

Essential Duties and Responsibilities:

• Develop and maintain strong relationships with clients, advisors and other team members across the firm.
• Interact directly with clients regarding different types of requests, such as money movement requests, account balances, re-ordering of checks, charitable giving confirmations, etc.
• Manage distribution/receipt of clients' paperwork.
• Answer phone calls, resolve issues, and/or take messages as needed.
• Utilize CRM application to perform various functions, such as submitting/assigning tasks, running dialogues (onboarding/offboarding of clients, new contract, and RMD requests), creating new contact entries, updating existing contact information, utilizing the dashboard feature to track tasks, running reports, etc.
• Collaboratively work with other Wealthspire teams, coordinating items such as preparation and submission of client paperwork.
• Prepare client letters/emails as needed.
• Assist advisors with scheduling client meetings and calendar management.
• Confirm appointments directly with clients, via email and/or phone.
• Perform other duties as and when needed.

Qualifications:

• College degree (preferred). New grads considered with a business and/or finance-related degree and internship/work experience.
• Minimum two years of directly related industry experience (preferred); experience in financial planning and/or the securities industry (helpful).
• Numerical accuracy and attention to detail (required).
• Ability to prioritize tasks and work in a team
• Desire to learn, be resourceful, and think outside the
• Professional appearance and
• Proficiency in Microsoft Office is required; experience with any CRM, portfolio management, and document management software is a plus.
• Continuously exhibits personal integrity and professional initiative and a personable

What We Offer:

Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $42,000 -$68,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.