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Client Service Associate, Wealth Management

Job in Madison, Dane County, Wisconsin, 53774, USA
Listing for: National Financial Partners
Full Time position
Listed on 2026-01-02
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 42000 - 68000 USD Yearly USD 42000.00 68000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Madison, WI is seeking an Associate, Client Service to enhance client relationships and improve service delivery. This role involves direct client interaction, processing paperwork, and utilizing CRM software to manage tasks efficiently. Ideal candidates possess strong numerical accuracy, attention to detail, and a willingness to learn, with a preferred college degree. The position offers a competitive salary ranging from $42,000 to $68,000 based on experience and skill level.
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Position Requirements
10+ Years work experience
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