Client Service Associate

2 days ago

Madison, WI, United States Windward Recruiting Full time

We have an opportunity for a detail-oriented, client-centric Client Service Associate to join a collaborative advisory team. This is a non-sales role designed for a professional interested in deepening their planning experience and advancing toward future advisory responsibilities.

DUTIES & RESPONSIBILITIES

  • Support client meetings through preparation of agendas, materials, and follow-up summaries
  • Participate in client calls and meetings as a secondary resource, providing documentation and managing action items
  • Respond to client requests with professionalism, accuracy, and efficiency
  • Assist with portfolio reviews and ensure alignment with each client's financial plan
  • Coordinate implementation of financial strategies across investments, insurance, estate planning, and more
  • Maintain accurate client records in the firm's CRM and ensure compliance with internal protocols
  • Collaborate with planning and investment teams to deliver integrated client service
  • Track and follow through on meeting prep, planning tasks, and operational items
QUALIFICATIONS
  • 2+ years of experience in financial services, client service, or advisory support
  • Series 65 or equivalent preferred (or willingness to obtain)
  • Excellent communication skills - verbal, written, and interpersonal
  • Technically proficient; experience with tools like eMoney or similar a plus
  • Highly organized and attentive to detail; able to manage multiple priorities in a fast-paced environment
  • Team-oriented mindset with a commitment to delivering outstanding service

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