Client Service Associate, Wealth Management Ops

NFP Corp; Madison (WI); On-site; USD 50,000 - 58,000; Full time

Benefits offered by this job

Competitive salary

PTO & paid holidays

401(k) with match

Job summary

NFP Corp is seeking a Client Service Associate to support advisor teams and clients through account operations and onboarding. In this role, you will manage account inquiries, onboarding, and maintain strong communication with clients to ensure accuracy and efficiency.

The ideal candidate possesses a Bachelor's degree in Finance or Economics, strong computer skills, and a commitment to professional growth. This position offers a competitive salary and benefits.

Qualifications

• Relevant experience in financial services or a related industry.
• Strong computer skills, including proficiency with Microsoft Office Suite.
• Commitment to professional growth and development.

Responsibilities

• Process account onboarding, including preparation of Advisory Agreements.
• Manage custodial inquiries and account maintenance through resolution.
• Support retirement account rollovers and reconciliation of transferred assets.

Skills

Client orientation

Organizational skills

Communication skills

Problem-solving

Education

Bachelor’s degree in Finance, Economics, or a related field

Tools

Microsoft Office Suite

CRM systems

Job description

NFP Corp is seeking a Client Service Associate to support advisor teams and clients through account operations and onboarding. In this role, you will manage account inquiries, onboarding, and maintain strong communication with clients to ensure accuracy and efficiency.

The ideal candidate possesses a Bachelor's degree in Finance or Economics, strong computer skills, and a commitment to professional growth. This position offers a competitive salary and benefits.