Client Service & Solutions Associate — Financial Services

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

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.