Client Relationship Specialist

Mohr Talent; Sheboygan Falls (WI); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Training and professional development

Defined growth opportunities

Job summary

MOHR Talent seeks a Client Relationship Specialist II in Sheboygan Falls, WI to support financial advisors and deliver responsive client service. This onsite role emphasizes wealth-management knowledge and detail-oriented account administration.

No securities licenses are required at entry. Responsibilities include handling client requests, coordinating with custodians, preparing reports, and maintaining confidential records while fostering growth opportunities in wealth-management support and

Qualifications

• Experience in wealth management, financial planning, brokerage operations, or investment-client service.
• Understanding of account administration and client-service procedures.
• Exposure to trusts, estates, or complex account registrations is preferred.
• Strong attention to detail, organization and judgment.
• Excellent written and verbal communication skills.
• Experience using MS Office, CRM, and financial-services tech.
• Ability to handle confidential information professionally.
• Interest in growth and possibly obtaining FINRA licenses.

Responsibilities

• Serve as a primary contact for client service and account requests.
• Support administration of individual, retirement, trust, estate, and multi-entity accounts.
• Prepare, process, and monitor account documentation and service requests.
• Coordinate activities among clients, advisors, custodians, and outside professionals.
• Gather client information and help prepare reports and financial-planning materials.
• Schedule meetings, prepare agendas, and track follow-up items.
• Maintain accurate and confidential client records.
• Help implement client strategies and ongoing service plans.
• Identify opportunities to improve workflows and the client experience.
• Assist with client events and relationship-building initiatives.

Skills

Wealth management

Investment-client service

Client service

Attention to detail

Communication skills

Microsoft Office

CRM platforms

Professional judgment

Confidentiality

FINRA licenses

Tools

Microsoft Office

CRM platforms

Financial-services technology

Job description

Job Description

Client Relationship Specialist II

Location: Sheboygan Falls, WI 53085
Work Arrangement: Fully Onsite
Employment Type: Direct Hire | Full-Time
Compensation: Up to $70,000 annually

A growing wealth-management organization is seeking a Client Relationship Specialist II to support financial advisors and provide responsive, accurate service to clients.

This is a junior-to-intermediate opportunity for someone who already has experience in wealth management, investment services, or financial-advisory support and wants to continue developing within the industry. Securities licenses are not required.

Responsibilities

• Serve as a primary contact for client service and account requests.
• Support the administration of individual, retirement, trust, estate, and multi-entity accounts.
• Prepare, process, and monitor account documentation and service requests.
• Coordinate activities among clients, advisors, custodians, and outside professionals.
• Gather client information and help prepare reports and financial-planning materials.
• Schedule meetings, prepare agendas, and track follow-up items.
• Maintain accurate and confidential client records.
• Help implement client strategies and ongoing service plans.
• Identify opportunities to improve workflows and the client experience.
• Assist with client events and relationship-building initiatives.

Qualifications

• Previous experience in wealth management, financial planning, brokerage operations, or investment-client service.
• Understanding of account administration and client-service procedures.
• Exposure to trusts, estates, or complex account registrations is strongly preferred.
• Strong attention to detail, organization, and professional judgment.
• Excellent written and verbal communication skills.
• Experience using Microsoft Office, CRM platforms, and financial-services technology.
• Ability to manage confidential information professionally.
• Interest in professional growth and potentially obtaining FINRA licenses in the future.

Benefits and Growth

• Health insurance and a competitive benefits package.
• 401(k) plan.
• Training and professional development.
• Defined growth opportunities within wealth management.
• Potential progression into wealth-advisory support or an advisory career path.

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]

Share:

Job Summary

Published: 9/22/2026

Type: Direct Hire

Category: Operations Management

At MOHR Talent, your progress is our passion. We are a national, minority-owned firm committed to empowering diverse talent. Our team provides personalized, growth-driven solutions whether you are looking for a new career move or eager to drive your enterprise further.

Get In Touch

5775 Waterford District Dr, Suite #190 ,
Miami, FL 33126