Client Service Associate

Russell Investments; Milwaukee (WI); On-site; USD 50,000 - 60,000; Full time

Job summary

Russell Investments in Milwaukee seeks a Client Service Associate to handle inbound calls, answer fund questions, and support PMA accounts with sales and operations teams. You will develop consultative skills, assist with proposals, and contribute to a high-quality client experience in a role with growth toward regional opportunities.

The position requires a bachelor’s degree and financial services experience; FINRA licenses are preferred.

Qualifications

• Bachelor’s degree required.
• FINRA Series 7 and 63/65 licenses preferred.
• Demonstrate a passion and skill in the art of selling.
• One or more years of client service and financial industry experience.
• Mutual fund experience is preferred.
• Superior telephone answering skills and strong communication.
• Ability to thrive in a team environment.

Responsibilities

• Respond to inbound client calls and provide excellent service.
• Act as 1st tier resource for client inquiries and route as needed.
• Coordinate PMA account opening and maintenance with advisers and admins.
• Prepare client-ready proposals and reports for sales teams.
• Document and enforce policies to ensure compliance and quality service.
• Escalate issues to appropriate regional teams when needed.

Skills

Client service

Communication

Teamwork

Time management

Analytical skills

Project management

Education

Bachelor's degree

Tools

CRM software

Job description

Salary Range: $50,000 USD - $60,000 USD Specific compensation will be based on candidate’s experience, skills, qualifications, commercial considerations, and other job-related factors permitted by law. At Russell Investments, salary is just one part of our compensation package. Our total rewards approach includes participation in our competitive benefits programs including healthcare, retirement, vacation, and wellbeing programs. In addition, the successful candidate for this role has the ability to earn sales incentives based on activity, revenue, cashflow generation, or other performance criteria.

Job Description:

Primary Purpose

The primary purpose of this position is to be the first point of contact for existing and potential clients by answering inbound telephone calls and providing client service for products within US Advisor & Intermediary Solutions (AIS). The Client Service Associate (CSA) will be responsible for responding to fund-related questions and requests via inbound calls and the Russell website. The CSA associates generate several types of client-ready proposals and reports for both Russell sales teams and financial advisors. This person will provide support to both sales and operations through the process of opening, maintaining and closing PMA accounts. The CSA provides a high-quality service experience by assisting the sales teams with new and current relationships. While in this role, it is encouraged to acquire, develop and refine consultative, selling and relationship management skills. A potential path to a future Regional Consultant opportunity.

Responsibilities

• Reactive and proactive Client Support
• Act as 1st tier resource for inbound general client calls
• Act as primary point of contact on account service questions and inquiries using a variety of tools and elevate appropriately
• Work with financial advisors, sponsors and account administrators to coordinate the account opening process and transactions of Russell Personalized Managed Accounts (PMA)
• Identify and solve reconciliation questions around PMA
• Understand plan administrator’s tools, dashboards and systems regarding PMA
• Professionally represent Russell Investments by promptly and accurately meeting the service needs of clients, vendors, and Russell Investments associates
• Research distributor questions or inquiries using a variety of systems and resources, both internal and external
• Accurately communicate and enforce all established policies and procedures designed to provide consistent, quality service to clients and limit financial risk to Russell Investments
• Escalate operational, client service and technical issues as necessary
• Demonstrating proficient Technical and Analytical Skills
• Support internal sales team by creating proposals and performance reports and by fulfilling reactive client requests
• Support the rollout, and upgrades, and provide in-depth knowledge of; Multi-Asset Portfolio Builder, Value of Tax Management Tool and Russell Investments website.
• Ensure all client requests; issues, resolutions, and other relevant information are documented in the CRM system to ensure open communication and effective reporting
• Document and update processes and procedures necessary to meet client needs
• Provide fulfillment services for clients
• Effectively Contribute to the Teamwork Environment
• Escalate clients' calls to the appropriate regional service or sales team member when a sales opportunity is present or the inquiry requires more in-depth expertise
• Seek ways to improve and enhance products/processes
• Assist with sales team initiatives from a subject matter expert standpoint
• Back-up associates during absences and heavy workload periods
• Support the sales team in the achievement of department objectives
• Responsible for sharing insight from financial professionals and demands in the investment marketplace to help bring new products or concepts to market, as well as timely communication
• Maintain an Associate Regional Director and or Regional Director as a mentor for a meaningful period

Qualifications

• FINRA Series 7 and 63 & 65 (or 66) licenses preferred.
• Bachelor’s degree.
• Demonstrate a passion and skill in the art of selling.
• One or more years of client service and financial industry experience, including experience in an operations-based financial environment.
• Mutual fund experience is preferred.
• Superior telephone answering skills, including a high comfort level with working with customers to resolve issues over the telephone.
• Ability to thrive in a team environment.
• Demonstrated outstanding client service and interpersonal skills.
• Excellent listening, written, and verbal communication skills; ability to follow written procedures.
• Capacity to establish and manage a process under deadlines.
• Time management and organizational skills; managing multiple responsibilities and changing priorities.
• Demonstrated proficient analytical and technical skills- working with various software products.
• Demonstrated project management/participation skills

This role is not eligible for employment-based immigration sponsorship. Applicants must be legally authorized to work in the United States without employer sponsorship, now or in the future.

Equal Employment Opportunity Russell Investments is committed to providing equal employment opportunities for all associates and employment applicants regardless of race, religion, ancestry, creed, color, gender (including gender identity which refers to a person's actual or perceived sex, and includes self-image, appearance, behavior or expression, whether or not different from that traditionally associated with a person's biological sex), age, national origin, citizenship status, disability, medical condition, military status, veteran status, marital status, sexual orientation, past or present unemployment status , or any other characteristic protected by law. Russell Investments is a leading global investment solutions partner providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Since 1936, Russell Investments has been building a legacy of continuous innovation to deliver exceptional value to clients, working every day to improve people’s financial security. The firm has $381 billion in assets under management (as of 3/31/2026) for clients in 30 countries. Headquartered in Seattle, Washington, Russell Investments has offices in 17 cities around the world. Russell Investments' ownership is composed of a majority stake held by funds managed by TA Associates Management, L.P., with a significant minority stake held by funds managed by Reverence Capital Partners, L.P. Certain of Russell Investments' employees and Hamilton Lane Advisors, LLC also hold minority, non-controlling, ownership stakes.