Client Services Associate - Financial Advisory (Madison)

The QTI Group; Madison (WI); On-site; USD 40,000 - 70,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Disability insurance

Job summary

An innovative and growing Registered Investment Advisor firm seeks a Client Services Associate to join their team in Madison, Wisconsin. This role offers tremendous opportunities for career development and involves providing exceptional customer service to clients and investment advisors. You will manage client inquiries, support account opening processes, and ensure compliance while working in a fast-paced environment. If you have a passion for financial services and a strong work ethic, this position is perfect for you. Join a team that values growth and client satisfaction!

Qualifications

• 3+ years of experience in client service with an RIA firm or financial advisory practice.
• Strong computer skills, including Microsoft Office Suite; Salesforce experience is a plus.

Responsibilities

• Provide high-level customer service by managing client inquiries and requests.
• Complete tasks related to client onboarding, including opening new accounts.

Skills

Customer Service

Communication Skills

Attention to Detail

Financial Services Knowledge

Salesforce

Microsoft Office Suite

Education

Post-secondary degree

Tools

Salesforce

Addepar

ShareFile

3rd party custodial platforms

Job description

An innovative and growing Registered Investment Advisor firm seeks a Client Services Associate to join their team in Madison, Wisconsin. This role offers tremendous opportunities for career development and involves providing exceptional customer service to clients and investment advisors. You will manage client inquiries, support account opening processes, and ensure compliance while working in a fast-paced environment. If you have a passion for financial services and a strong work ethic, this position is perfect for you. Join a team that values growth and client satisfaction!