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Customer Service Rep Client Relationship Manager

Wealth Management Client Services Associate

Job in La Crosse, La Crosse County, Wisconsin, 54602, USA
Listing for: Stifel Financial
Full Time position
Listed on 2026-01-24
Job specializations:
  • Customer Service/HelpDesk
    Customer Service Rep, Client Relationship Manager
Job Description & How to Apply Below
A financial services firm is seeking a Client Services Associate in La Crosse, Wisconsin. You will assist Financial Advisors with the management of client accounts, perform various administrative duties, and provide customer service support. The ideal candidate should possess strong organizational and customer service skills, along with a high school diploma and two years of relevant experience. This role is pivotal in ensuring efficient client account management while contributing to a collaborative and supportive team environment.
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Position Requirements
10+ Years work experience
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