Client Services Specialist
Brookfield, WI  / Pewaukee, WI  / Waukesha, WI 
Posted 26 days ago
Job Description
Established and award-winning financial firm is in search of a Client Service Specialist to serve as the connection between their clients, support team and advisors.   The Client Service Specialist will engage and support the success of the team by working directly in areas of client support, onboarding, compliance and responsibilities.   This individual will possess good time management, flexibility in a fast paced environment, have great attention to detail as well as working quickly and efficiently with technology.  Knowledge with Salesforce preferred and proficiency with Microsoft Office Suite Required.

We are looking for someone ideally with experience in financial services, leadership qualities, experience with investments and financial planning as well as holding licenses of Series 7 or 66 and FPQP certification or similar a definite plus!

We offer an excellent benefit package including health, dental, vision and life insurance along with retirement benefits with a 401K match plan, paid time off, Friday afternoons OFF, monthly company lunches, and other annual events.

Salary range is $50,000 - $60,000+ per year based on experience.   Please forward your resume to Tom Krist at: or call Tom at:   414-365-3651.


Job Summary
Start Date
Employment Term and Type
Regular, Full Time
Hours per Week
Work Hours (i.e. shift)
8-4:30 Fri 8-12
Salary and Benefits
Health, Life, Disability,Dental insurance, Retirement Benefits, Generous vacation time and many perks.
Required Education
Bachelor's Degree
Required Experience
3+ years
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