Client Services Associate

Truity Partners; Wisconsin; On-site; USD 55,000 - 90,000; Full time

Job summary

Truity Partners LLC seeks a Client Services Associate in Outagamie County. The role emphasizes delivering a welcoming client experience, handling inquiries, and coordinating service with strong attention to detail. Onsite position with potential high visibility within a collaborative team.

Qualifications include 2+ years in client services, a degree preference, and proficiency in Microsoft Excel and CRM tools. SIE/Series credentials are a plus; compensation ranges up to $55K–$90K annually.

Qualifications

• 2+ years of experience in client services or a related role.
• Excellent communication skills and attention to detail.
• Flexible team player with a proactive client service approach.
• CRM, portfolio management, and document management software experience is a plus.

Responsibilities

• Serve as the first point of contact for clients, providing a welcoming experience and handling inquiries.
• Coordinate client service needs by researching questions, managing schedules, and following up on items.
• Manage onboarding, track paperwork, and coordinate priorities with strong attention to detail.

Skills

Communication skills

Detail-oriented

Team player

CRM experience

Microsoft Excel

Education

Associate or Bachelor’s Degree preferred

Tools

Microsoft Excel

CRM software

Document management software

Job description

Our client is an organization in the Outagamie County area that’s looking for a Client Services Associate. Our client is looking for someone with 2+ years of experience, has excellent communication skills, and is detail-oriented. This company offers a collaborative team, flexibility, and high visibility. This position is onsite.

The salary for this position is up to $55K - $90K.

The Client Services Associate will be responsible for, but not limited to, the following:

RESPONSIBILITIES

• Serve as the first point of contact for clients, providing a welcoming experience, answering calls, and responding promptly and professionally to inquiries.
• Coordinate client service needs by researching and resolving questions, managing schedules, and communicating follow-up items to support timely service.
• Manage the new client onboarding process, tracking paperwork, outstanding items, and priorities with strong attention to detail to support a smooth client experience.
• Prepare and submit client paperwork, update account statements, and facilitate client money movement requests in coordination with Advisors and established procedures.
• Maintain accurate client information in the CRM application, updating contact records, tracking tasks through dashboards, and generating client reports to support follow-through.
• Create, update, and run reports using Microsoft Excel and specialized financial software, reviewing information for accuracy and organizing results for client service and Advisor needs.
• Assist with special projects and coordinate client or employee events, supporting planning, scheduling, logistics, and follow-up as needed.

The Client Services Associate will possess the following:

EXPERIENCE REQUIRED

• Associate or Bachelor’s Degree preferred.
• Flexible team player with a strong work ethic and collaborative approach.
• Organized and detail-oriented, able to prioritize in a fast-paced environment.
• Professional integrity, initiative, and a proactive client service approach.
• Microsoft Office proficiency required; CRM, portfolio management, and document management software experience a plus.
• Administrative assistant experience preferred, especially in financial planning or securities.
• SIE, Series 6, or Series 7 credentials a strong plus.

Equal Opportunity Employer

The compensation philosophy reflects the Company’s reasonable expectation at the time of posting. Actual compensation is influenced by a variety of factors including, but not limited to skills, experience level, and overall qualifications. This role may also be eligible to participate in a discretionary incentive program, subject to the rule governing the program.