More jobs:
Wealth Client Services Advisor; High-Net-Worth
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-01-24
Listing for:
Madison Professional Group
Full Time
position Listed on 2026-01-24
Job specializations:
-
Finance & Banking
Financial Advisor, Wealth Management, Financial Services
Job Description & How to Apply Below
A specialized wealth management recruiting firm is seeking a Client Service Advisor in Milwaukee, Wisconsin. This role involves providing high-touch client servicing, supporting Wealth Advisors, and managing operational tasks in a dynamic fiduciary environment. The ideal candidate will have at least 3 years of experience within a wealth management firm, particularly with high-net-worth clients, and will be proficient in CRM systems, notably Salesforce.
Competitive compensation includes base salary, bonus, and profit sharing.
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