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Addison Group

Client Service Administrator - WI

3+ months agoChicago, IL

Client Service Administrator- In-Office position

Our wealth management client is currently seeking a Client Service Administrator to join their team in Wauwatosa/ Milwaukee, WI office. This role is a contract to hire opportunity. This is an exciting opportunity for a hard-working team player who wants to make an impact in a fast-paced, entrepreneurial environment.

Pay: $20/hr on contract and then conversion salary of $48,000-$50,000

Hours: Monday-Friday, 8:00am - 5:00pm


  • Be the frontline for client service experience including team phone coverage
  • Prepare reports, mailings, and materials for client meetings
  • Prepare meeting minutes, meeting notes, and internal support materials
  • Oversee compliance processes and procedures for client relationships
  • Schedule visitors, appointments, client meetings, conference rooms, and travel
  • Prepare, review, and submit team expense reports
  • Coordinate and oversee the completion of special operational/administrative projects
  • Oversee client paperwork, opening accounts, and client account changes
  • Office coordinator related responsibilities
  • Open and close the office (lights, security access, etc.)
  • Welcome clients and visitors
  • Maintain a clean and welcoming office and kitchen
  • Maintain office and kitchen supplies

  • Work alongside company S.V.P Wealth Management Advisor - support team
  • Support office functions

  • Free parking
  • Growth potential within the company
  • Medical/dental/vision/life/disability insurance
  • 401(k) and profit-sharing plan
  • Flexible spending accounts
  • Sabbatical awards
IND 001-001

Job ID: AddisonGroup-490799
Employment Type: Other