Client Services Associate

2 weeks ago


Green Bay, Wisconsin, United States KerberRose S.C. Full time
Client Services Associate

KerberRose Wealth Management is seeking a highly skilled Client Services Associate to join our dynamic team. As a key member of our Wealth Management team, you will play a critical role in delivering exceptional client service and support.

Key Responsibilities:
  • Manage client calendars and schedules, ensuring seamless communication and coordination.
  • Participate in client meetings, providing expert guidance and support to help clients achieve their financial goals.
  • Educate clients on the use of online tools and resources, empowering them to take control of their financial well-being.
  • Process client account openings, transfers, and closures, maintaining accurate records and ensuring compliance with regulatory requirements.
  • Respond to client inquiries and requests in a timely and professional manner, providing exceptional customer service.
  • Develop and maintain relationships with professional partners, identifying opportunities to meet client needs and drive business growth.
Requirements:
  • Minimum 2 years of experience in Wealth Management or a related field.
  • Series 65 license required.
  • College education preferred, but not required.
  • Proficiency in Microsoft Excel, Word, and Outlook, as well as Adobe.
  • CRM database experience a plus.
Culture and Core Values:

KerberRose Wealth Management is committed to creating a supportive and inclusive work environment that fosters professional growth and development. Our core values drive our culture:

  • Honesty
  • Integrity
  • Respect
  • Balance
  • Community
Benefits:
  • Mentorship and talent development opportunities.
  • Continuing professional education.
  • Financial incentives and exam fees reimbursed for passing industry-recognized certifications.
  • Paid time off and holidays.
  • Employer-matched 401(k) and profit-sharing plan.
  • Health, dental, vision, and life insurance.
  • Flexible spending account and section 125 plan.
  • Health care reimbursement account.
  • Short-term and long-term disability.
  • Wellness reimbursement and programs.
  • Student loan repayment program.
  • Business development incentives.

KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting's Top 200 Firms.



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