Wealth Management Client Relations Specialist II

Mohr Talent; Sheboygan Falls (WI); On-site; USD 42,000 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Training and professional development

Defined growth opportunities

Job summary

MOHR Talent seeks a Client Relationship Specialist II in Sheboygan Falls, WI to support financial advisors and deliver responsive client service. This onsite role emphasizes wealth-management knowledge and detail-oriented account administration.

No securities licenses are required at entry. Responsibilities include handling client requests, coordinating with custodians, preparing reports, and maintaining confidential records while fostering growth opportunities in wealth-management support and

Qualifications

• Experience in wealth management, financial planning, brokerage operations, or investment-client service.
• Understanding of account administration and client-service procedures.
• Exposure to trusts, estates, or complex account registrations is preferred.
• Strong attention to detail, organization and judgment.
• Excellent written and verbal communication skills.
• Experience using MS Office, CRM, and financial-services tech.
• Ability to handle confidential information professionally.
• Interest in growth and possibly obtaining FINRA licenses.

Responsibilities

• Serve as a primary contact for client service and account requests.
• Support administration of individual, retirement, trust, estate, and multi-entity accounts.
• Prepare, process, and monitor account documentation and service requests.
• Coordinate activities among clients, advisors, custodians, and outside professionals.
• Gather client information and help prepare reports and financial-planning materials.
• Schedule meetings, prepare agendas, and track follow-up items.
• Maintain accurate and confidential client records.
• Help implement client strategies and ongoing service plans.
• Identify opportunities to improve workflows and the client experience.
• Assist with client events and relationship-building initiatives.

Skills

Wealth management

Investment-client service

Client service

Attention to detail

Communication skills

Microsoft Office

CRM platforms

Professional judgment

Confidentiality

FINRA licenses

Tools

Microsoft Office

CRM platforms

Financial-services technology

Job description

MOHR Talent seeks a Client Relationship Specialist II in Sheboygan Falls, WI to support financial advisors and deliver responsive client service. This onsite role emphasizes wealth-management knowledge and detail-oriented account administration.

No securities licenses are required at entry. Responsibilities include handling client requests, coordinating with custodians, preparing reports, and maintaining confidential records while fostering growth opportunities in wealth-management support and