Client Services Liaison

2 weeks ago


Madison, Wisconsin, United States Advisor Employee Services Full time

Job Summary:

We are seeking a highly organized and detail-oriented Client Services Liaison to join our team at Advisor Employee Services. As a Client Services Liaison, you will be responsible for providing exceptional client service, resolving issues, and maintaining accurate records.

  • Key Responsibilities:
  • Complete service requests and resolve client issues
  • Input notes into CRM and keep records updated
  • Process new client applications and maintain database programs
  • Respond to client inquiries and handle account transactions

Requirements:

  • Associate's Degree preferred
  • Financial industry experience strongly preferred
  • 2+ years working alongside a Financial Advisor in a fast-paced office environment
  • Life and Health license required or willingness to obtain within 90 days
  • Experience with MS Office Suite and CRM software

What We Offer:

  • Competitive salary range: $40,000 - $80,000 based on experience
  • Flexible schedule after 90 days
  • Unlimited PTO
  • Health, dental, and vision benefits
  • 401K retirement plan
  • Profit-sharing and bonus opportunities
  • Free lunches and team-building activities

About Us:

Advisor Employee Services is a consulting firm representing the top 1% of financial advisors in the US. We are dedicated to providing exceptional service to our clients and employees.



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