Job Description
Description Are you an organized, client-focused individual ready to be a primary point of contact for clients?Client Service & Inquiry Resolution: Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. Research, follow-up, and...
Client Service Manager
We are seeking an exceptionally organized and client-centric individual to join our wealth management team in Appleton, WI. In this role, you'll combine your financial knowledge with your excellent client service skills to manage daily client transactions, resolve inquiries, and proactively build strong, personalized client relationships.
What You’ll Do
The primary purpose of this role is to be one of the primary points of contact for all service-related needs of a wealth management client, ensuring smooth transactions and maintaining exceptional client relationships.
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