Wealth-Management Client Services Lead

MOHR Talent; Sheboygan (WI); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Health insurance

401(k)

Tuition reimbursement

Job summary

MOHR Talent is seeking a Senior Client Service Associate in Sheboygan, WI. This onsite role offers ownership of client service outcomes and collaboration with financial advisors to navigate important financial decisions.

You will manage detailed account needs, build trusted relationships, and drive requests from initial contact through resolution. The position supports growth into advisory roles with licensing and proficiency demonstrated.

Qualifications

• Experience in financial-services client support and account administration.
• Ability to handle complex account needs with accuracy and judgment.
• Excellent communication and follow-through; maintain confidentiality.
• Capable of prioritizing tasks and knowing when to involve an advisor.

Responsibilities

• Serve as a dependable contact for clients, answering questions and coordinating service requests.
• Handle account administration involving trusts, estates, and complex structures.
• Prepare advisor meetings, gather client information, and follow through on next steps.
• Coordinate with advisors, internal teams, and outside tax and legal professionals.
• Maintain accurate client records and improve workflows.
• Share knowledge and support newer team members.

Skills

Financial-services support

Account administration

Clear communication

Prioritization

MS Office

CRM platforms

Financial-planning software

Education

Securities licensing

Job description

MOHR Talent is seeking a Senior Client Service Associate in Sheboygan, WI. This onsite role offers ownership of client service outcomes and collaboration with financial advisors to navigate important financial decisions.

You will manage detailed account needs, build trusted relationships, and drive requests from initial contact through resolution. The position supports growth into advisory roles with licensing and proficiency demonstrated.