Client Service Associate Jobs in Wisconsin

Job Overview

We are seeking a dynamic and proactive Client Service Associate to join our team at North Haven Wealth Management to elevate the client experience through exceptional service and expert account management. In this role, you will serve as the primary point of contact for clients, ensuring their needs are met with enthusiasm and professionalism. The responsibilities of the Client Service Associate are to assist the Advisor in onboarding and supporting clients with investment and insurance planning. Provide data entry and service administrative support for the office operations by following acceptable procedures. Specific responsibilities include but will not be limited to:

Responsibilities:

• Prepare, complete, submit, and track account opening paperwork from onboarding through implementation
• Initiating transfers and completing rollover calls
• Tracking account funding and communicating money movement with clients
• Processing account service work for clients i.e. beneficiary changes, withdrawal requests, etc.
• Prepare, complete, submit, and track insurance application paperwork from onboarding through delivery of the policy with accuracy and attention to detail. Communicating with underwriters and clients on requested items during the application process
• Review case notes, process correspondence and maintain client case files
• Process service requests for clients with attention to detail, accuracy, and urgency i.e. policy loan requests, beneficiary changes, etc.
• Maintain organized documentation, tracking, and case notes of your work to ensure seamless tracking and workflow across the advisory team
• Manage our client data system (CRM), including organization, client notes, reports, and future activities
• File new statements, account forms and other insurance/investment-related materials
• Maintain clear communication with advisors on client onboarding status providing weekly to daily updates as requested

Qualifications

It is recommended that the individual in this role have the following qualifications:

• Required: Life, Accident & Health License or passed within 60 days of employment
• 1-3+ years of Financial Service or Insurance industry experience preferred
• 1-3+ years of experience in business administration
• Preferred: Bachelor’s degree in business, finance, and/or equivalent work experience
• Demonstrated computer experience required
• Strong organizational and time management skills with ability to set priorities and meet deadlines
• Ability to work with a high degree of accuracy in handling detailed work
• Excellent communication skills (verbal and written) with the ability to collaborate effectively with others
• Ability to multi-task and prioritize
• Ability to adapt to change, and identify process improvements

This role is ideal for motivated individuals eager to develop their expertise in client services while making a meaningful impact on our clients’ success. Join us to be part of a vibrant team dedicated to delivering exceptional value through energetic service and innovative solutions!

Pay: $50,000.00 - $55,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person