Top 17 Wealth management client service associate Jobs in Fitchburg, Wi

Associate, Client Service - Wealth Mgmt (Hybrid)
NFP Corp —Madison, WI
- $50,000 - $58,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Wealth Management Client Service Associate
The QTI Group —Madison, WI
- Full-time
- Mid-level
- Office
- Administrative experience
Quick Apply
Client Services Associate - Middleton, WI
Savant Wealth Management —Middleton, WI
- $57,000 - $76,000 a year
- Full-time
- Office
- Administrative experience
- US work authorization
- Health savings account
- AD&D insurance
14d
Client Services Associate I - Wealth Management Department
UW Credit Union —Madison, WI
- From $25.46 an hour
- Full-time
- Office
- Finance
- US work authorization
- Paid holidays
- Health insurance
Associate Advisor - Middleton, WI
Savant —Middleton, WI
- $65,000 - $85,000 a year
- Full-time
- Hybrid work
- Research
- Office
- Finance
- Health savings account
- AD&D insurance
Associate Financial Advisor
Wealth Enhancement Group —Madison, WI
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Paid parental leave
Associate Veterinarian
Global Veterinary Careers —Madison, WI
- $140,000 - $170,000 a year
- Full-time
- Mid-level
- Bachelor's degree
- US work authorization
- Continuing education credits
- Paid parental leave
Quick Apply
Client Specialist
Robert W. Baird —Madison, WI
- Microsoft Excel
- Mid-level
- Office
Wealth Management Associate
Morgan Stanley —Middleton, WI
- Email
- 5 years
- Computer literacy
- Writing skills
Retail Manager Oregon Office
Lake Ridge Bank —Oregon, WI
- Weekends as needed
- Mid-level
- Office
- Bachelor's degree
12d
Investment Consultant - Madison, WI
Fidelity Investments —Middleton, WI
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
1d
Senior Wealth Advisor, Wealth Management
Choreo —Madison, WI
- Office
- Organizational skills
- Financial services
- Paid parental leave
- Disability insurance
Quick Apply
Trust Sales Advisor
UMB Financial Corporation —Madison, WI
- $110,250 - $235,810 a year
- Email
- CPA
- Business development
- Supervising experience
- Paid holidays
- Health insurance
Chief Lending Officer
Lake Ridge Bank —Middleton, WI
- Email
- Customer service
- English
- Finance
5d
Tax Senior Manager, Core Tax Services
BDO —Madison, WI
- $120,000 - $200,000 a year
- Full-time
- CPA
- Research
- Office
- Employee stock ownership plan
- Retirement plan
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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Client Service Advocate (CSA)
Katterhenry Investment Group of NEST Capital —Dublin, OH
Field incoming calls, emails, faxes, and correspondence. We offer a competitive compensation and benefits package including medical, dental, vision, retirement,…
$60,000 - $70,000 a year
Quick Apply
Private Wealth Client Associate
Bank of America —Columbus, OH
Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while…
$25 - $44 an hour
13h

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Associate, Client Service - Wealth Mgmt (Hybrid)

NFP Corp -
Madison, WI

Quick Apply

Job Details

Full-time
$50,000 - $58,000 a year

Benefits

Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Flexible schedule

Qualifications

Customer communication
Teamwork
Employee relationship building
Bachelor's degree
Attention to detail
Financial services
Time management

Full Job Description

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services - empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first - our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC , dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Summary of the Role: The Client Service Associate supports advisor teams and clients through account operations, onboarding, and ongoing maintenance. This role builds foundational technical knowledge, develops client communication skills, and learns to manage custodial work with guidance from senior team members. The CSA takes ownership of their responsibilities from initiation through completion, escalating complex matters as needed.

Essential Duties and Responsibilities:

Process account onboarding, including preparation of Advisory Agreements and custodial account agreements
Manage custodial inquiries and account maintenance through resolution, including retirement coding reconciliations and general account maintenance
Handle asset movement requests with clients and at the custodial level from initiation to completion, including checks, wires, ACH, and journals
Support retirement account rollovers, reconciliation of transferred assets, and annuity rollovers with guidance
Assist with Separately Managed Account and subdocument processing, including client profile sheets and private investment subscription documents
Coordinate offboarding client notifications and manage returned mail/abandoned property accounts
Provide proactive communication with clients and advisor teams throughout all account-related matters
Assure accuracy and timeliness of all custodian work

Technical Expertise

Build foundational technical knowledge in operational matters
Learn custodial bulletins and procedures
Understand and comply with all financial regulations
Maintain high diligence in client privacy and security
Develop proficiency in the systems used by the company, such as CRM, custodian websites, and other relevant technological resources
Maintain required logs and supporting documentation for compliance-related purposes

Team Collaboration

Observe and learn from client meetings within areas of expertise
Receive training and mentorship from Senior Client Service Associates and leadership
Provide support to Advisor Associates, Lead Advisors, and Service Advisors
Support process improvement initiatives and follow established procedures
Assist in maintaining standard templates, policies, procedures, and materials
Embrace and adopt new technology solutions
Contribute positively to office culture, morale, and team collaboration
Escalate issues and requests to appropriate personnel when necessary

Qualifications:

Bachelor’s degree in Finance, Economics, or a related field preferred
Relevant experience in financial services or a related industry
Strong computer skills, including proficiency with Microsoft Office Suite
Experience with CRM systems and custodial platforms preferred
Excellent organizational and time management skills
Commitment to professional growth and development

Client Service Excellence

Strong client orientation with focus on creating positive experiences
Professionalism and developing communication skills (verbal and written)
Willingness to learn issue resolution techniques
Interpersonal skills and relationship development abilities

Operational Excellence

Strong organizational, planning, and prioritization skills
Attention to detail and commitment to delivering quality work
Ability to handle multiple tasks while maintaining accuracy and meeting deadlines
Developing problem-solving and decision-making capabilities
Willingness to build technical proficiency in relevant systems and custodian platforms

Professional Development

Quick learner with the ability to adapt to new challenges.
Open to change and committed to continuous improvement.
Technology-oriented, with a focus on incorporating best practices.
Proactive in seeking feedback and asking questions

What We Offer:

Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $50,000 –$58,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.

Pay: $50,000.00 - $58,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
Health savings account
Paid time off
Vision insurance

Work Location: Hybrid remote in Madison, WI 53718

Quick Apply

Refine Your Search

wealth management client service associate jobs in fitchburg, wi

Associate, Client Service - Wealth Mgmt (Hybrid)

Wealth Management Client Service Associate

Client Services Associate - Middleton, WI

Client Services Associate I - Wealth Management Department

Associate Advisor - Middleton, WI

Associate Financial Advisor

Associate Veterinarian

Client Specialist

Wealth Management Associate

Retail Manager Oregon Office

Investment Consultant - Madison, WI

Senior Wealth Advisor, Wealth Management

Trust Sales Advisor

Chief Lending Officer

Tax Senior Manager, Core Tax Services

Wealth Solutions Advisor

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