Top 16 Wealth management client service associate Jobs in Fitchburg, Wi

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
Retail Manager Oregon Office
Lake Ridge Bank —Oregon, WI
- Weekends as needed
- Mid-level
- Office
- Bachelor's degree
12d
Wealth Management Associate
Morgan Stanley —Middleton, WI
- Email
- 5 years
- Computer literacy
- Writing skills
Investment Consultant - Madison, WI
Fidelity Investments —Middleton, WI
- Full-time
- Mid-level
- Office
- Experience equivalent to degree accepted
2d
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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wealth management client service associate jobs near fitchburg, wi

Client Services Associate - Middleton, WI

Savant Wealth Management -
Middleton, WI

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Job Details

Full-time
$57,000 - $76,000 a year
14 days ago

Benefits

Health savings account
AD&D insurance
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Gym membership
Benefits from day one
Life insurance

Qualifications

Financial services customer support
Administrative experience

Full Job Description

Make an impact where relationships matter. As a Client Services Associate, you'll play a key role in delivering an exceptional client experience by partnering with financial advisors and supporting clients through every stage of their financial journey. If you're organized, client-focused, and eager to grow your career, we'd love to connect with you.

As a Client Services Associate, you'll serve as a key partner to both Advisors and clients, helping create a seamless and exceptional client experience. In this role, you'll manage a variety of responsibilities, including office administration, preparing client paperwork, processing client requests, coordinating meetings, managing incoming calls, and ensuring everything is in place for successful client interactions. Success in this position requires strong communication skills, the ability to multitask and troubleshoot with confidence, and a positive, client-centric approach to every interaction.

Clients may include individuals, households, or external advisors utilizing our Turnkey Asset Management Program (TAMP) services.

The Client Services Associate can expect to focus in the following areas:

Provides first line of contact with clients and prospects with a professional approach.
Troubleshoots problems, schedules, and organizes meetings, serves as a liaison between Advisors and Clients as needed.
Meets routine client needs in a timely manner and understands Savant’s unique philosophies.
Manages client information—prepares client reports, submits and follows up on necessary paperwork, regularly updates Salesforce.
Utilizes technology to perform a variety of tasks including populating and maintaining Salesforce information regarding clients and documents all client interactions.
Supports account opening process with Savant for all prospects and clients in a seamless way.
Knowledgeable of various custodial relationships and able to navigate complexities in a simple way working with clients.
Facilitate completion of all client applications and transfer documents.
Proofreads reports, documentation, and electronic data for errors.
Assembles materials for client meetings.
Utilizes Salesforce to complete both client and internal requests.
Professionally answers and directs incoming telephone calls.
Professionally greets and assists office visitors while maintaining office, lobby, and conference room cleanliness.
Assists in coordinating RSVPs, planning, and set-up for events in area.
Prepares for upcoming meetings including preparing reports and confirming next-day appointments.
Serves as back up to others within Client Services as needed.
Maintains team approach by assisting and filling in for others as requested.

A couple things to note about this position:

This position based out of our office in Middleton, WI.
The schedule for this role is Monday - Friday 8:00am - 5:00pm.

The Client Services Associate position typically requires the following qualifications:

Bachelor’s or Associate’s Degree from accredited college or university preferred
Minimum 2+ years of proven success in a client services/administrative support function in the field of financial services, banking, or insurance

What Sets Savant Apart

Collaborative, integrated model across advisory, tax, and planning—no silos
Growth-oriented firm, offering meaningful opportunities for career development and long-term impact
Values-driven culture, grounded in excellence, integrity, lifelong learning, respect, growth, and servant leadership
Majority employee-owned, giving our team a shared stake in our long-term success

The Perks

At Savant, we invest in our people—supporting both their well-being and long-term growth.

We take a market-based approach to compensation. The expected base salary range for this role is $57,000 - $76,000 annually with final pay determined by experience, skills, and location. This role may also be eligible for additional incentive compensation based on responsibilities and performance.

Our Total Rewards

Core Benefits (Effective Day One):

Medical, dental, and vision coverage with multiple plan options
Health Savings Account (HSA) or Flexible Spending Account (FSA)
Company-paid life insurance, AD&D, and disability coverage

Financial & Long-Term Rewards:

401(k) with company match (Roth and Traditional options)
Team-based incentive opportunities and recognition programs

Time Away & Flexibility:

Generous paid time off, plus at least 10 paid holidays
Annual “Savantiversary” day
Summer Hours (shorter work weeks during the summer)
Parental leave, personal leave, and other life-event support

Well-Being & Everyday Perks:

Employee Assistance Program (EAP)
Wellness reimbursements (e.g., gym memberships)
Flexible “Dress for Your Day” approach

We’re happy to share more details about our benefits and total rewards during the hiring process.

Take your career to new heights, apply today!

All applicants must be authorized to work for ANY employer in the U.S. We are unable to sponsor or take over sponsorship of an employment Visa at this time.

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required of the incumbent in this position. Any combination of equivalent education and work experience will be considered.

Savant Capital LLC, is an Equal Opportunity Employer

Apply Now

Refine Your Search

wealth management client service associate jobs in fitchburg, wi

Client Services Associate - Middleton, WI

Client Services Associate I - Wealth Management Department

Associate Advisor - Middleton, WI

Associate Financial Advisor

Associate Veterinarian

Client Specialist

Retail Manager Oregon Office

Wealth Management Associate

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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