Wealth Client Experience Specialist

Johnson Financial Group; Milwaukee (WI); On-site; USD 42,000 - 66,000; Full time

Job summary

Johnson Financial Group is seeking a Wealth Client Specialist to provide comprehensive support to Wealth Advisors and clients, acting as an in-house relationship manager. This entry-to-mid level role offers structured training and growth within Wealth Management.

You will handle client service needs, onboarding, and ongoing administrative tasks to ensure a smooth client experience and accurate record-keeping. The position emphasizes responsiveness and professional communication.

Qualifications

• Bachelor’s degree in Finance, Business, or related field preferred.
• 0-2 years of experience in financial services or wealth management; internships or related customer service or administrative experience considered.
• Strong organizational and time management skills with the ability to prioritize and manage multiple tasks.
• Effective oral and written communication skills.
• Proficient with MS Office Suite; willingness to learn industry-specific systems.
• Investment custody and/or Trust accounting system knowledge highly desired.
• Keys to Success: High adaptability, problem solving and ‘client first’ mindset.

Responsibilities

• Assist as a point of contact for client service needs, account inquiries and administrative requests, escalating as needed.
• Support the scheduling of client meetings and preparation of meeting materials.
• Assist with onboarding new clients, including preparing and collecting Know Your Customer documentation, completing account applications, and setting up custody and investment accounts.
• Help organize documents, maintain client files, and manage day-to-day administrative tasks (e.g., calendar management, answering phones, filing, mail handling).
• Ensure prompt follow-up on client requests, maintaining high standards of responsiveness and professionalism.

Skills

Organization

Communication

Time management

Client service mindset

Attention to detail

Education

Bachelor’s degree in Finance, Business, or related field

Tools

MS Office Suite

Investment custody systems

Trust accounting systems

Job description

Johnson Financial Group is seeking a Wealth Client Specialist to provide comprehensive support to Wealth Advisors and clients, acting as an in-house relationship manager. This entry-to-mid level role offers structured training and growth within Wealth Management.

You will handle client service needs, onboarding, and ongoing administrative tasks to ensure a smooth client experience and accurate record-keeping. The position emphasizes responsiveness and professional communication.