Wealth Client Services Associate – Operations Lead

Claire Myers Consulting; Milwaukee (WI); On-site; USD 50,000 - 65,000; Full time

Job summary

A growing wealth management firm is seeking a Client Service Associate to support Advisors and ensure seamless client service. You will monitor client requests, manage workflows, and maintain CRM integrity within a collaborative culture that values work-life balance and professional development. Ideal candidates will have 2–4+ years of experience in wealth management, strong organizational skills, and effective communication abilities. This role fosters autonomy while providing strong team support.

Qualifications

• 2–4+ years of experience in advisor support, client service, or operations within wealth management or financial services.
• Experience working with custodians such as Schwab, Fidelity, or Pershing preferred.

Responsibilities

• Monitor and manage an Advisor inbox, responding to or routing client requests appropriately.
• Schedule client meetings and manage Advisor’s calendar using the firm’s scheduling system.
• Keep clients and advisors informed on the status of recommendations, onboarding, and service requests.

Skills

Strong organizational skills

Professional communication skills

Experience with CRM systems

Client service experience

Tools

CRM platforms

Scheduling tools

Document management systems

Job description

A growing wealth management firm is seeking a Client Service Associate to support Advisors and ensure seamless client service. You will monitor client requests, manage workflows, and maintain CRM integrity within a collaborative culture that values work-life balance and professional development. Ideal candidates will have 2–4+ years of experience in wealth management, strong organizational skills, and effective communication abilities. This role fosters autonomy while providing strong team support.