Wealth Management Client Services Associate

Garry Executive Search; Milwaukee (WI); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Medical coverage through Blue Cross Blue Shield

Dental coverage through Delta Dental

VSP vision coverage

Long-term disability, 100% employer paid

Life insurance, 100% employer paid

401(k) with employer contributions

Generous PTO

Dedicated remote days

Summer hours

Parking and cell phone stipend

Reimbursement for licenses

Quarterly team outings

Job summary

Garry Executive Search is seeking a Wealth Management Associate for a wealth management firm in Milwaukee. This role involves managing a portfolio of 150 to 200 clients, ensuring communication across the advisory team.

The ideal candidate should have 3+ years of experience in client service, possess a Series 7 certification, and demonstrate strong organizational skills. The position offers a salary of $65,000 - $95,000 along with various benefits including medical, dental, and 401(k).

Qualifications

• 3 or more years of experience in wealth management or financial services.
• Series 7 certification required.
• Strong attention to detail and follow-through.

Responsibilities

• Serve as the primary point of contact for clients.
• Manage advisor inboxes and coordinate schedules.
• Facilitate communication between internal teams.

Skills

Client service experience

Organization skills

Communication skills

Proficiency with Microsoft Office and CRM

Job description

Garry Executive Search is seeking a Wealth Management Associate for a wealth management firm in Milwaukee. This role involves managing a portfolio of 150 to 200 clients, ensuring communication across the advisory team.

The ideal candidate should have 3+ years of experience in client service, possess a Series 7 certification, and demonstrate strong organizational skills. The position offers a salary of $65,000 - $95,000 along with various benefits including medical, dental, and 401(k).