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

Requirements:

• 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