Senior Client Service Associate

MOHR Talent; Sheboygan (WI); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k)

Tuition reimbursement

Job summary

MOHR Talent is seeking a Senior Client Service Associate in Sheboygan, WI. This onsite role offers ownership of client service outcomes and collaboration with financial advisors to navigate important financial decisions.

You will manage detailed account needs, build trusted relationships, and drive requests from initial contact through resolution. The position supports growth into advisory roles with licensing and proficiency demonstrated.

Qualifications

• Experience in financial-services client support and account administration.
• Ability to handle complex account needs with accuracy and judgment.
• Excellent communication and follow-through; maintain confidentiality.
• Capable of prioritizing tasks and knowing when to involve an advisor.

Responsibilities

• Serve as a dependable contact for clients, answering questions and coordinating service requests.
• Handle account administration involving trusts, estates, and complex structures.
• Prepare advisor meetings, gather client information, and follow through on next steps.
• Coordinate with advisors, internal teams, and outside tax and legal professionals.
• Maintain accurate client records and improve workflows.
• Share knowledge and support newer team members.

Skills

Financial-services support

Account administration

Clear communication

Prioritization

MS Office

CRM platforms

Financial-planning software

Education

Securities licensing

Job description

Senior Client Service Associate

Sheboygan, WI | Onsite |$60,000-$75,000 |depending on experience

Put your wealth-management experience to work in a role with greater client ownership and room to grow.

A confidential wealth-management firm is seeking a Senior Client Service Associate to partner with financial advisors and help clients navigate important financial decisions. You'll manage detailed account needs, build trusted relationships, and keep client requests moving from the first conversation through resolution.

What you'll do

Serve as a dependable contact for clients, answering questions and coordinating service requests.

Handle account administration involving trusts, estates, and other complex account structures.

Prepare advisor meetings, gather client information, and follow through on next steps.

Coordinate with advisors, internal teams, and outside tax and legal professionals.

Maintain accurate client records and help improve everyday workflows.

Share your knowledge and support newer team members.

What you'll bring

Experience in financial-services client support and account administration.

Ability to work through complex account needs with accuracy and sound judgment.

Clear communication, strong follow-through, and care when handling confidential information.

Confidence managing competing priorities and knowing when to involve an advisor.

Proficiency with Microsoft Office, CRM platforms, and financial-planning software.

Availability to work onsite in Sheboygan.

Relevant securities licensing and experience supporting financial-planning activities are valued.

What makes this opportunity attractive

Meaningful ownership of client relationships and service outcomes.

Close collaboration with financial advisors and exposure to wealth planning.

Training and potential advancement into an advisory role, subject to licensing and demonstrated proficiency.

Health insurance, a 401(k), and tuition reimbursement for qualified expenses.

MOHR Talent is an equal-opportunity employer and complies with all applicable federal, state, and local nondiscrimination laws. We provide equal employment opportunities regardless of race, color, religion, sex, national origin, age, disability, marital status, sexual orientation, gender identity, genetic information, military/veteran status, or any other protected status. If you believe you have been discriminated against or have concerns about our compliance, please contact our Human Resources department at [e-mail]