Strategic Client Services Associate – Wealth Advisory

Baker Tilly International; Madison (WI); Hybrid; USD 70,000 - 92,000; Full time

Job summary

Baker Tilly in Madison is seeking a detail-oriented Client Service Associate to join our Registered Investment Advisor (RIA) firm. You will be the primary liaison for clients, handling account administration, communications, and service-related requests to ensure a seamless experience.

You’ll support financial advisors with reviews, reporting, and documentation, maintain records in CRM and portfolio systems, and assist with compliance and data integrity in a fast-paced, client-focused

Qualifications

• Bachelor’s degree required.
• 3+ years of experience in financial services, wealth management, banking, or client service.
• Excellent verbal and written communication skills.

Responsibilities

• Serve as a primary point of contact for client service requests and inquiries.
• Build and maintain strong client relationships through timely and professional communication.
• Assist clients with account maintenance, paperwork, and service-related needs.
• Coordinate client meetings and prepare meeting materials.
• Follow up on action items to ensure timely completion and a seamless client experience.
• Prepare and process account opening, transfers, beneficiary updates, distributions, and other account-related documentation.
• Monitor account paperwork for completeness and accuracy.
• Coordinate with custodians and third-party providers to resolve operational issues.
• Track account transfers and ensure efficient onboarding of new clients.
• Assist advisors with client review preparation and follow-up activities.
• Generate reports, performance summaries, and client correspondence.
• Maintain accurate client records within CRM and portfolio management systems.
• Support implementation of financial planning and investment recommendations.
• Maintain client documentation in accordance with firm policies and regulatory requirements.
• Assist with compliance-related administrative tasks.

Skills

Client service orientation

Attention to detail

Verbal and written communication

Microsoft Office proficiency

Education

Bachelor’s degree

Tools

CRM systems (Redtail, Salesforce, eMoney)

Microsoft Office Suite

Job description

Baker Tilly in Madison is seeking a detail-oriented Client Service Associate to join our Registered Investment Advisor (RIA) firm. You will be the primary liaison for clients, handling account administration, communications, and service-related requests to ensure a seamless experience.

You’ll support financial advisors with reviews, reporting, and documentation, maintain records in CRM and portfolio systems, and assist with compliance and data integrity in a fast-paced, client-focused