Senior Client Service Liaison – Wealth Management

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

Benefits offered by this job

Health insurance

401k with match

Paid time off

Paid holidays

Tuition reimbursement

Parental leave

Life insurance

Disability insurance

Job summary

Wealth Enhancement Group 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 and ongoing client service tasks.

The role requires 4–7+ years' client service experience in wealth management, strong interpersonal skills, and proficiency with Microsoft Office and CRM systems like Salesforce.

Qualifications

• 4–7+ years of client service experience in wealth management.
• Experience with account brokerage paperwork (RMD, QCD, IRA, ACH) preferred.
• Strong interpersonal skills and attention to detail.
• Proficient in Microsoft Office; Salesforce experience a plus.

Responsibilities

• Onboard new clients and set up accounts; manage fund transfers.
• Support advisor team and respond to client requests; complete paperwork.
• Prepare client meeting materials and reviews; follow up on actions.
• Assist operations to streamline processes and manage vendors.

Skills

Client service

Interpersonal skills

Microsoft Office

Salesforce

Attention to detail

Time management

Education

Bachelor’s degree in business

Tools

Salesforce

Schwab/Fidelity platforms

Adobe

Job description

Wealth Enhancement Group 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 and ongoing client service tasks.

The role requires 4–7+ years' client service experience in wealth management, strong interpersonal skills, and proficiency with Microsoft Office and CRM systems like Salesforce.