Client Services Advisor

Overview

Head of Technical & Executive Search, Blue Lake Consulting Group — On behalf of our client, a Madison-based financial services firm, we are seeking the Client Services Advisor to support the financial services practice and gain knowledge regarding all facets of the company. This role will be an integral part of the growth plan as the entrepreneurial, yet well-established firm continues to expand strategically across select Wisconsin markets.

Team Penn, partnered with a large national mutual financial services firm, has a strong focus on planning, investment portfolio management and insurance administration. The firm values ongoing education and personal growth. Each team member is offered the opportunity to pursue industry licenses and designations as part of their development plan. We are looking for someone who can work independently while being part of a team, can interact with high-net-worth clients, can take initiative, is detail- and process-oriented, and is willing to grow and learn.

This role provides the perfect opportunity to be part of a small, experienced team focused on providing the best client experience possible with tremendous growth potential for the ideal team player.

Job Location: This role can be onsite or hybrid-remote with office space located in Madison, WI

• Support the financial services practice across all facets of the company and contribute to growth initiatives.
• Interact with high-net-worth clients and provide exceptional client service.
• Work independently while collaborating as part of a small, experienced team.
• Be detail- and process-oriented; take initiative and seek process improvements.
• Learn and grow within the role, pursuing relevant licenses and designations as part of development.

• You are detail-oriented, flexible and can move quickly.
• People have told you that one of your strengths is thinking ahead.
• You are a self-starter and enjoy finding solutions on your own.
• You have a "+can do" attitude.
• You have excellent writing skills, including penmanship.
• You can see things from the client’s perspective.
• People describe you as warm, caring, and empathetic.
• Interacting with people energizes you.
• You are open to giving and receiving constructive feedback.

• Integrity: We are honest, doing the right thing even when no one is watching
• Growth: We are continually learning and improving
• Courage: We have the moral strength to do things that are difficult
• Clarity: We strive to be easily understood and transparent in our work
• We >
  Me: We serve, support, and respect each other, while holding each other accountable

• 3+ years of professional experience
• Associate or bachelor’s degree (willing to consider applicable experience)
• Financial services industry experience is ideal (e.g., financial planning, insurance, investment portfolio management, brokerage and/or advisory services)
• Previous client service or customer success experience is preferred
• Open to obtaining FINRA SIE and Wisconsin Life and Health licensing in the first 6 months
• Open to obtaining Series 7 and 63 securities licenses in the 9–12 months
• Desire to collaborate within small team dynamics