Touch PAM Client Services Associate
Job in
Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listed on 2026-03-11
Listing for:
Baird
Full Time
position Listed on 2026-03-11
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A financial services firm in Milwaukee is seeking a PAM Client Service Associate to deliver exceptional service to high-net-worth and institutional clients. Responsibilities include supporting client onboarding, managing requests, and preparing tax reporting materials. The ideal candidate should have over 2 years of experience in a relevant field, possess active securities licensure or willingness to obtain, and demonstrate strong organizational and communication skills.
This role requires attention to detail and the ability to thrive in a fast-paced environment.
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Position Requirements
10+ Years
work experience
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