Client Experience Associate

WISCONSIN WEALTH ADVISORS, LLC; Town of Sun Prairie (WI); On-site; USD 27,552 - 31,684; Full time

Benefits offered by this job

Collaborative work environment

Paid time off and benefits

Job summary

A financial advisory firm in Sun Prairie is seeking a Client Experience Associate to support office operations and provide excellent client service. The ideal candidate will have at least 2 years of experience in office administration, exceptional communication skills, and a strong attention to detail. This in-person position involves greeting visitors, managing phone calls, processing paperwork, and maintaining client records. Enjoy a collaborative work environment with opportunities for growth and competitive pay.

Qualifications

• Minimum of 2 years of office administration experience is required.
• Excellent verbal and written communication skills are mandatory.
• Exceptional attention to detail with a commitment to accuracy.

Responsibilities

• Greet clients and visitors professionally.
• Answer and manage incoming phone calls confidently.
• Prepare and process account paperwork accurately.
• Investigate any issues that arise smoothly.
• Maintain accurate client records and assist with data entry.

Skills

Office administration experience

Client-first attitude

Communication skills

Attention to detail

Interpersonal skills

Ability to multitask

Software proficiency

Ability to work in a dog-friendly environment

Tools

Microsoft Office

Job description

WISCONSIN WEALTH ADVISORS, LLC is an independent SEC Registered Investment Advisory firm committed to providing comprehensive portfolio management for its clients. We are dedicated to helping our clients achieve their financial goals through our independence and tailored advice. Our team values professionalism, accountability, collaboration, and precision in everything we do. With a foundation built on trust and expertise, we strive to deliver exceptional client experiences. Learn more about our services and values at www.wiwealthadvisors.com.

Position Overview

The Client Experience Associate plays a vital role in supporting daily office operations and creating a seamless, professional experience for clients. This position is ideal for someone who thrives working as a team member in a flexible environment where change is the norm. We are seeking a person that enjoys speaking with clients, can organize their time and tasks independently, able to exhibit follow-through with assigned tasks, and understands that small details make a meaningful difference.

This is an in-person, office-based role. Remote or hybrid arrangements are not available. Expected office hours M-Th 9:30 AM – 3:30 PM, F 9:30 AM – 3 PM

Key Responsibilities

• Greet clients and visitors in a warm, professional manner.
• Answer and manage incoming phone calls with confidence and professionalism.
• Prepare and process account paperwork, ensuring that all processing is completed.
• Investigate issues when things don’t go as smoothly as expected.
• Scan client paper documents and rename them according to office protocol.
• Process incoming mail.
• Maintain accurate client records and assist with data entry and documentation, to ensure firm compliance obligations are met.
• Manage office mailings including birthday, special occasion, and holiday card mailings.
• Assist with office special projects as needed.

Qualifications

• Minimum of 2 years of office administration experience. Related experience in the financial industry is a plus but not required.
• A team player and “client first” attitude is a must.
• Excellent verbal and written communication skills are a must.
• Exceptional attention to detail and commitment to accuracy.
• Strong phone presence and outstanding interpersonal skills.
• Ability to complete tasks despite frequent interruptions.
• Able to maintain confidentiality of personal client information and meet compliance obligations as part of the firm’s everyday workflow processes.
• Ability to learn multiple software programs related to the investment industry. Prior experience with industry-related software is a plus.
• Proficiency with Microsoft Office (Outlook, Word, Excel).
• Ability to work in a dog friendly environment. (Yes, this is a requirement!)
• Background check will be required prior to employment.

What We Offer

• Collaborative and fun work environment
• Meaningful impact on client experiences
• Paid time off and benefits available
• Approximate salary range – $20-$23 depending on experience