Client Services Associate

University of Wisconsin–Madison; Wisconsin; On-site; USD 28,000 - 32,000; Part time

Job summary

University of Wisconsin–Madison is seeking a Client Services Associate to provide excellent client service and administrative support in a busy financial advisory office in Madison. You will manage calendars, handle routine account updates, and maintain a professional front-office environment while communicating clearly with clients and team members.

The role requires strong verbal and written communication, attention to detail, and the ability to switch between tasks quickly in a fast-paced

Qualifications

• Excellent attention to detail and follow-up skills.
• Proficiency with Microsoft Office and Google Workspace.
• Ability to work in a high energy team environment.
• Excellent verbal and written communication skills.
• Adherence to data privacy, compliance standards, and client confidentiality protocols.
• Ability to plan, organize, prioritize and manage multiple projects simultaneously.
• Office experience is a plus but not required.

Responsibilities

• Manage advisors' appointment schedules and calendar invites.
• Prepare review materials ahead of client meetings.
• Handle routine client account updates and data maintenance with accuracy.
• Prepare paperwork and client service forms for meetings.
• Greet clients, handle calls and emails, route inquiries to the team.

Skills

Attention to detail

Communication skills

Microsoft Office

Google Workspace

Team collaboration

Data privacy

Problem solving

Handling multiple tasks

Tools

Microsoft Office

Google Workspace

Job description

Job No: 30321
Division/Organization: Wealth and Wisdom of Wisconsin
Job Type: Local Student Jobs
Remote Eligbility: Not Remote
Location: 8201 Mayo Dr, Suite 111 Madison, WI 53719 (not on bus line)
Salary/Wage Range or Lump Sum: $20.00 to $23.00
Job Categories: Business Management, Finance, and Marketing, Customer Service

Position Summary/Job Duties:

The Client Services Associate will help us provide excellent client service and administrative support within a busy financial advisory office. The position is essential to operations by managing calendars, processing routine account maintenance, and maintaining an organized, professional front-office environment. This role requires a person who enjoys talking to people, has fantastic communication skills, both written and verbal, and has a desire to learn. This is a fast paced position and requires the candidate to switch quickly between tasks. The ideal candidate will be friendly, organized, detail oriented, and motivated.

• Manage advisors' appointment schedules: setting up client meetings, coordinating calendar invites, confirming appointments, and sending timely meeting prep materials to clients.
• Prepare review materials for advisors ahead of client meetings
• Handle routine client account updates and data maintenance with high accuracy
• Prepare required paperwork and client service forms prior to meetings
• Greet and welcome clients, field incoming calls and emails, and route inquiries to the appropriate team members
• Maintain confidential client files (digital and physical) in accordance with financial industry data security regulations
• Comply with all industry rules and regulations and firm policies

Qualifications:

• Excellent attention to detail, follow-up skills, and the ability to think strategically and solve problems
• Proficiency with both Microsoft Office and Google Workspace
• Ability to work in a high energy team environment
• Excellent verbal and written communication skills
• Ability to strictly adhere to data privacy, compliance standards, and client confidentiality protocols
• Skilled at planning, organizing, prioritizing and executing simultaneous projects and activities; proven ability to work under pressure and adapt quickly to change
• Prior experience in an office administrative role preferred but not required
• Intellectual curiosity and a sense of humor

Advertised: October 19, 2026 05:00 AM CST Central Standard Time
Applications close: November 13, 2026 05:00 AM CST Central Standard Time