Client Services Associate
Location: Elkhorn, WI
Employment Type: Full-Time
About OWG Financial Advisors
OWG Financial Advisors is a growing independent wealth management firm dedicated to helping individuals and families pursue their financial goals through personalized financial advice and exceptional client service. We pride ourselves on building lasting relationships and creating a welcoming, professional environment for every client who walks through our doors.
We are seeking an organized, personable, and detail-oriented Client Services Associate to become an integral member of our team. This individual will serve as the first point of contact for clients while ensuring the office operates efficiently each day.
Position Overview
The Client Services Associate is responsible for providing outstanding client service, supporting the advisory team with administrative tasks, and managing the day-to-day operations of the office. The ideal candidate enjoys helping people, is highly organized, communicates professionally, and thrives in a fast-paced environment where no two days are exactly alike.
Primary Responsibilities:
Client Experience
· Welcome clients and visitors with a warm, professional demeanor.
· Answer incoming phone calls and direct inquiries appropriately.
· Schedule client appointments and assist with calendar management.
· Prepare meeting rooms and ensure clients have an exceptional experience.
· Assist with client communications and follow-up correspondence.
Administrative Support
· Provide administrative support to financial advisors and staff.
· Prepare, organize, scan, and maintain client documents.
· Assist with processing paperwork and maintaining accurate client records.
· Coordinate incoming and outgoing mail and deliveries.
· Maintain confidentiality of all client information.
Office Administration
· Oversee the daily operations of the office to ensure a clean, organized, and welcoming environment.
· Order and maintain office and kitchen supplies.
· Coordinate with vendors and service providers as needed.
· Help improve office processes and maintain an efficient workflow.
· Assist with special projects and other administrative duties as assigned.
Qualifications
· Previous experience in an administrative, office management, receptionist, or customer service role preferred.
· Experience in a professional office environment is a plus.
· Excellent interpersonal and communication skills.
· Strong organizational skills with exceptional attention to detail.
· Ability to prioritize multiple responsibilities and manage time effectively.
· Professional appearance and positive attitude.
· Proficiency with Microsoft Office, including Outlook, Word, and Excel.
· Ability to learn new technology and software systems quickly.
What We’re Looking For
The ideal candidate is someone who:
· Enjoys working with people and providing outstanding customer service.
· Takes pride in creating an organized and welcoming office environment.
· Is dependable, proactive, and detail-oriented.
· Handles confidential information with professionalism and discretion.
· Works well independently while supporting a collaborative team.
Benefits
OWG Financial Advisors offers a competitive benefits package, including:
· Competitive compensation based on experience
· Health insurance
· Dental insurance
· Vision insurance
· Life insurance
· 401(k) with a 5% company match
· Paid time off
· Paid holidays
· Opportunities for professional growth and development
Join Our Team
If you enjoy helping people, take pride in keeping an office running smoothly, and want to be part of a team dedicated to providing exceptional client service, we encourage you to apply.
Please submit your resume and a brief cover letter explaining why you would be a great fit for our team.
Pay: From $20.00 per hour
Benefits:
- 401(k)
- 401(k) 5% Match
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Work Location: In person
