Client Service Specialist

Walkner Condon Financial Advisors; Madison (WI); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

Professional development

Work-life balance

Equal opportunity employer

Job summary

Walkner Condon Financial Advisors in Madison, WI seeks a Client Services Specialist to support financial advisors, manage client onboarding, and keep office operations running smoothly.

The role emphasizes detail orientation, confidentiality, and strong organizational skills; securities licenses are a plus, and the team offers a collaborative environment and competitive pay.

Qualifications

• 4+ years of proven experience in a client services or administrative role; experience in financial services preferred.
• Securities licenses (e.g., Series 6, 7, 63, 65, or 66) are a plus but not mandatory.
• Proficiency with Google Workspace or Microsoft Office Suite and CRM software.

Responsibilities

• Serve as the primary point of contact for clients, ensuring exceptional service and timely responses to inquiries.
• Support financial advisors with client onboarding, account maintenance, and preparation of meeting materials.
• Prepare and process account documents, maintain accurate records in the CRM system, and ensure compliance with regulatory standards.
• Manage advisor schedules, coordinate appointments, and assist with meeting preparation.
• Handle client correspondence, including emails, phone calls, and mail, in a professional and efficient manner.
• Assist with compliance documentation and maintain adherence to industry regulations.
• Manage office supplies, vendors, and administrative tasks to maintain an organized and efficient office environment.
• Provide support for special projects, data entry, and reporting as needed.

Job description

Walkner Condon Financial Advisors is a boutique financial advisory firm dedicated to providing exceptional service and guidance to our clients. We value collaboration, innovation, and building strong relationships with our clients and within our team. We are currently seeking a detail-oriented and motivatedClient Services Specialistto join our team and help us continue delivering on our commitment to excellence.

Position Overview

TheClient Services Specialistwill play a vital role in ensuring a seamless client experience by supporting financial advisors and maintaining efficient office operations. While experience in finance and securities licenses is a plus, a strong work ethic, attention to detail, and excellent organizational skills are essential.

Key Responsibilities

• Serve as the primary point of contact for clients, ensuring exceptional service and timely responses to inquiries.
• Support financial advisors with client onboarding, account maintenance, and preparation of meeting materials.
• Prepare and process account documents, maintain accurate records in the CRM system, and ensure compliance with regulatory standards.
• Manage advisor schedules, coordinate appointments, and assist with meeting preparation.
• Handle client correspondence, including emails, phone calls, and mail, in a professional and efficient manner.
• Assist with compliance documentation and maintain adherence to industry regulations.
• Manage office supplies, vendors, and administrative tasks to maintain an organized and efficient office environment.
• Provide support for special projects, data entry, and reporting as needed.

Qualifications

• 4 + years of proven experience in a client services or administrative role; experience in a financial services environment is strongly preferred. Experience with Schwab as a custodian is also preferred.
• Securities licenses (e.g., Series 6, 7, 63, 65, or 66) are a plus but not mandatory.
• Proficiency with Google Workspace or Microsoft Office Suite (Word, Excel, Outlook) and experience with CRM software is a plus.
• Excellent organizational, time management, and multitasking skills.
• Strong attention to detail and accuracy in work.
• Exceptional communication and interpersonal skills, with a client-first mindset.
• Ability to handle sensitive information with the utmost confidentiality.

Why Join Us?

• Collaborative and supportive team environment.
• Opportunities for professional development and growth.
• Top of range salary and benefits package; range will be $60k-$100k depending on experience. Top of range candidates will need licensing and significant financial services experience.
• The chance to be part of a firm that values work-life balance and employee satisfaction.

Join our team and help us make a difference in the lives of our clients and their financial futures!

Walkner Condon Financial Advisors is an equal-opportunity employer. We encourage applicants of all backgrounds and experiences to apply.