Senior Client Experience Specialist - Wealth Management

Wealth Enhancement; Milwaukee (WI); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Medical, dental and vision coverage

Health Savings Account with employer

Life and AD&D insurance

Short-term and long-term disability

401k with match and profit sharing

Paid time off and holidays

Tuition reimbursement

Job summary

Wealth Enhancement in Milwaukee, WI is seeking a Senior Client Service Associate to join the Client Service Team as a liaison between clients and the Financial Advisor. You will handle onboarding, paperwork, and client review preparation, ensuring accurate data and smooth service delivery.

The role is on-site, with a starting base salary range of $60,000 to $70,000, exclusive of bonuses and benefits. Applicants are encouraged to share compensation expectations.

Qualifications

• Bachelor’s degree preferred (or equivalent demonstrated through work/education)
• 4-7+ years of client service experience at a wealth management firm required
• Familiarity with account brokerage paperwork and terms (RMD, QCD, IRA, ACH) preferred
• Strong interpersonal, attention to detail, and problem-solving skills; ability to meet deadlines

Responsibilities

• Facilitate new account set up at custodial level; follow up on fund transfers
• Ensures accurate completion of prospect/new client paperwork/set up
• Maintains Salesforce database and client files (Filing, copies, data input)
• Record incoming assets to the appropriate blotting tool
• Research and follow up on issues with Broker/Dealer, Wealth Enhancement Operations, and vendors
• Support Senior Vice President and the Client Service Team by leading and implementing the client service model
• Responds to and resolve client requests; complete necessary financial paperwork to execute client recommendations, change beneficiaries, establish trusts, etc.
• Gather client data and may prepare materials for client meetings and reviews
• Support client service functions for all teams as requested
• Completes any review follow up needs for client
• Assists Advisor Team Operations to streamline processes
• Completes operational projects to support enhancements and changes
• Communicates process and sales updates to team
• Manages vendors to Service Level Agreements

Skills

Interpersonal skills

Attention to detail

Problem solving

Time management

Microsoft Office

Communication skills

Education

Bachelor’s degree in business/finance/economics

4-7+ years client service experience

Tools

Salesforce

Schwab platform

Fidelity platform

Adobe

Job description

Wealth Enhancement in Milwaukee, WI is seeking a Senior Client Service Associate to join the Client Service Team as a liaison between clients and the Financial Advisor. You will handle onboarding, paperwork, and client review preparation, ensuring accurate data and smooth service delivery.

The role is on-site, with a starting base salary range of $60,000 to $70,000, exclusive of bonuses and benefits. Applicants are encouraged to share compensation expectations.