Client Service & Portfolio Support Associate

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Located in Mequon, WI

Salary: $65-75K DOE

Wealth Management company looking for Client Service & Portfolio Support Associate!

 

Key duties and responsibilities may include:

• Support the day-to-day operations of a financial advisor’s office. This role is ideal for someone who enjoys structured work, documentation, and client service, and who can thrive in a small, high-trust team environment.

Preferred Qualifications:

• Series 7/63 Preferred or willing to obtain (sponsored by office)
• Assist clients with routine account service needs and follow up on requests.
• Support office operations and workflow organization in a small-team environment.
• Learn firm portfolio processes and assist with portfolio management support under the top-down direction of the President.
• Initiate and track workflow requirements, documentation, and process follow-through for ongoing client and portfolio needs.

Job Specifications:

• Pay Range: $65-75K depending upon experience
• Shift(s): Full or Part Time opportunity available
• Hours: 8:30a to 5:00p FT or 8:30a - 3:00p PT

Why work with Express:

• Weekly pay and competitive wages!
• Early access to multiple job opportunities in your area!
• Supportive team dedicated to your success!
• 2 CHANCES to win a $25 GIFT CARD and other prizes upon (1) completion of our interview process and (2) receiving your first paycheck through Express!

About Express Employment Professionals:

Express is a staffing company that works with numerous companies throughout Ozaukee, Washington, and northern Milwaukee counties. We help local companies fill a variety of roles in numerous skillsets including light industrial, skilled trades, office services, and professional.

 

Mequon Location: 11126 N. Cedarburg Rd. Mequon, WI 53092

Jackson Location: W225N16722 Cedar Park Ct. Jackson, WI 53037

Apply Now