What are the responsibilities and job description for the Client Services & Operations Specialist position at Equity Design Group?
Client Services & Operations SpecialistAbout Equity Design Group
Equity Design Group is a financial services firm serving individuals and families with investment management, financial planning, and retirement planning services.
Our team of financial advisors and client service professionals works closely together to provide personalized guidance and responsive service. We place a high value on accuracy, clear communication, and following through on commitments to our clients.
About the Position
We are seeking a dependable, organized professional to join our client service team in Wausau, Wisconsin.
This position combines client interaction with the administrative and operational responsibilities that support our financial advisory practice. You will help welcome new clients, coordinate account-related activities, maintain accurate information, and ensure that requests are handled from beginning to completion.
We are looking for someone who enjoys helping people, takes pride in getting the details right, and is comfortable managing multiple responsibilities.
Previous financial services experience is helpful but not required. We are willing to train the right person.
Key Responsibilities
- Coordinate new client onboarding, including account setup, documentation, and communication.
- Assist existing clients with account maintenance, transfers, and other service requests.
- Prepare and review client paperwork to ensure accuracy and completeness.
- Monitor outstanding requests, identify missing information, and follow through until matters are resolved.
- Communicate professionally with clients by telephone, email, and in person, providing timely updates when appropriate.
- Maintain accurate client records and activities in our customer relationship management (CRM) system.
- Assist with meeting preparation, scheduling, and follow-up activities.
- Work closely with financial advisors and other team members to provide a consistent, positive client experience.
Qualifications
- Strong organizational skills and careful attention to detail.
- Excellent written and verbal communication skills.
- Ability to manage several ongoing tasks while maintaining accuracy and meeting deadlines.
- Comfortable learning new technology and working with multiple software applications.
- Sound judgment, professionalism, and respect for confidential information.
- Ability to recognize problems, ask appropriate questions, and take responsibility for following through.
- A positive, collaborative approach to working with clients and colleagues.
Education and Experience
We welcome candidates with experience in administrative support, banking, insurance, healthcare administration, legal services, and other professional office environments.
Technical college education, associate degrees, and relevant professional experience are valued. A bachelor's degree is not required.
Experience in financial services or familiarity with client relationship management software is an advantage, but not a prerequisite.
Position Details
- Full-time, in-person position in Wausau, Wisconsin
- Annual salary: $55,000–$70,000, depending on qualifications and experience
- Benefits include health insurance and a 401(k) plan
- Training and opportunities for professional development
About Our Services
Securities and advisory services offered through LPL Financial, a registered investment adviser and member FINRA/SIPC.
Pay: $55,000.00 - $70,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
- Professional development assistance
Work Location: In person
Salary : $55,000 - $70,000