Onsite Wealth Management Client Specialist

The QTI Group; Madison (WI); On-site; USD 42,000 - 56,000; Full time

Job summary

The QTI Group is seeking a Wealth Management Client Service Associate in Madison, WI to support Financial Advisors, serve clients, and help maintain an exceptional client experience. This full-time onsite role combines client relationship support, practice operations, and administrative coordination in a collaborative team environment.

Responsibilities include coordinating client meetings, preparing materials, managing workflows, and partnering with home office teams to ensure timely client

Qualifications

• Experience supporting financial advisors, wealth managers, or financial services professionals
• Experience in a financial advisory, wealth management, banking, or related environment
• Exceptional organizational and time management skills
• High level of professionalism and discretion with confidential information
• Ability to balance client interactions and administrative responsibilities
• Strong attention to detail
• Proficiency with Microsoft Office; willingness to learn other platforms

Responsibilities

• Coordinate client meetings, documentation, and follow-up activities
• Prepare correspondence and meeting materials for Advisors
• Manage office workflows and daily practice operations
• Partner with home office teams to ensure timely completion of client requests
• Serve as primary point of contact for client service needs
• Schedule appointments and communicate with clients regarding upcoming meetings
• Maintain complete and accurate records of client interactions
• Support client outreach initiatives and relationship-building activities

Skills

Client relationship management

Organizational skills

Discretion with confidential info

Attention to detail

Professionalism

Tools

Microsoft Office

Job description

The QTI Group is seeking a Wealth Management Client Service Associate in Madison, WI to support Financial Advisors, serve clients, and help maintain an exceptional client experience. This full-time onsite role combines client relationship support, practice operations, and administrative coordination in a collaborative team environment.

Responsibilities include coordinating client meetings, preparing materials, managing workflows, and partnering with home office teams to ensure timely client