Client Service Administrator/Office Coordinator

Title

Client Service Administrator / Office Coordinator (CSA/OC)

Location

Milwaukee, WI

About Us

Curi Capital, founded in 2005, is a rapidly growing national registered investment advisory firm (RIA) based in Chicago with $14 billion in assets under management. We are committed to building meaningful relationships and making a difference in our clients' financial wellness. Our mission is focused on enriching the lives of our teammates, clients, partners, and the communities in which we live and work. Curi Capital is perennially ranked among Barron's Top 100 Independent Registered Investment Advisors globally. Our values-Accountability, Curiosity, Teamwork, Inclusion, and Service Commitment-are at the core of our culture.

The Role

We are looking for a highly organized, customer focused individual to work as a Client Service Administrator / Office Coordinator (CSA/OC) in our Milwaukee office. In this role you will support the Wealth Management and Wealth Builder teams by executing a wide range of administrative responsibilities. You will have the opportunity to service from an administrative capacity, high net-worth individuals, while working in a team environment. Because the Client Service Administrator/Office Coordinator supports client-facing teams, you will have a significant impact on the client's impression and trust in the firm. Accuracy and timeliness of work and communications is critical for success in this role.

• Prepares and processes custodian and internal Compliance paperwork, such as new brokerage account applications and Client Agreements.
• Arranges delivery of paperwork for signature to clients and prospects through DocuSign.
• Organizes and maintains client electronic files.
• Responsible for diligent record keeping in the proper databases.
• Supports client-facing teams through routine account maintenance.
• Assists efforts to complete firm-wide administrative projects.
• Resolves complex custodial and third-party manager issues.
• Participates in ongoing administrative training.
• Effectively communicates with custodians, managers, team members, and other departments.
• Office Coordinator responsibilities:
  1. Inventories office and kitchen supplies; orders when necessary.
  2. Maintains a clean and welcoming office area and kitchen.
  3. Prepares, reviews, and submits team expense reports.

• Undergraduate degree or equivalent work experience required.
• One or more years of experience in an administrative capacity preferred.
• Exposure to financial services preferred.
• Experience servicing customers and third-party vendors preferred.
• Experience in clubs, activities, sports, or any team-oriented experience.

Our Vision: To be the trusted partner in medicine, business, and life.

Our Mission: By providing valued advice and support, we help strengthen care, mitigate risk, and build financial futures to enhance the lives of those we serve.

Our Values:

ACCOUNTABILITY: We are driven to act, work with integrity, and deliver results.
CURIOSITY: We ask and listen, stay curious, and are eager to learn.
TEAMWORK: We build strong relationships, celebrate success, and partner for greater impact.
INCLUSION: We respect, recognize, and encourage the differences that make us stronger-we are better together.
Built ON a ...
SERVICE COMMITMENT: We demonstrate an unwavering commitment to our clients, business partners, teammates, and communities.

Compensation

The base salary will be commensurate with an individual's work experience and educational background.

Our Benefits

Curi offers eligible team members and their dependents comprehensive health benefits, including medical, dental, vision, and life insurance.Other benefits for eligible team members include education assistance, 401(k) and employer match, short-term disability, long-term disability and flexible time off, 10 paid holidays, and summer hours.