Client Experience Associate

Client Experience Associate

Integrated Wealth Partners

Offices Located: Wausau, WI & Eau Claire, WI

At Integrated Wealth Partners, we believe wealth should have a purpose.

We are a high-touch wealth management firm providing integrated financial planning, investment management, tax strategy, estate planning, and wealth transition planning. We work with successful individuals, families, and business owners who value advice, take action, and want a trusted team supporting their Wealth With Purpose journey.

We're an ensemble-style team where advisors, financial planning professionals, client experience professionals, and operations work together to deliver exceptional client service.

We value collaboration, continuous improvement, work/life balance, community involvement, and having fun while doing meaningful work.

Position Overview

The Client Experience Associate helps ensure every IWP client receives a seamless, responsive, and personalized experience.

This is a Wausau-based position supporting our entire IWP team and client base. Because our firm is fully integrated, you'll work with clients and team members across both Wausau and Eau Claire using shared technology, client files, workflows, and communication systems.

You'll play an important role in client communication, meeting coordination, onboarding, follow-up, CRM management, and execution of client action items.

We're looking for someone who takes ownership, enjoys helping people, embraces technology, and naturally looks for ways to make things better.

Key Responsibilities:

Client Experience

• Serve as a primary point of contact for routine client needs.
• Answer and route incoming calls.
• Coordinate meetings, scheduling, confirmations, and reminders.
• Communicate with clients by phone and email.
• Assist with onboarding and re-onboarding.
• Proactively follow up on outstanding information, documents, signatures, and requests.
• Help create a consistently exceptional client experience.

Client Action Items & Planning Support

• Track and coordinate client action items to ensure nothing falls through the cracks.
• Assist with execution of Financial Action Plans.
• Coordinate planning-related tasks identified during client meetings.
• Maintain accurate client information, notes, and activity in the firm's CRM.
• Support meeting preparation and follow-up.

Technology & Process Improvement

• Utilize IWP's technology to its fullest potential.
• Learn and effectively use our CRM, workflow, communication, document management, and other technology platforms.
• Help maintain clean and organized client data.
• Identify opportunities to use technology and AI to improve efficiency and client service.
• Help create and improve scalable processes across the firm.
• Continually ask: "Is there a better way for us to do this?"

Team Collaboration

• Work closely with Wealth Advisors, Financial Planning, and Operations.
• Support both IWP offices as one integrated team.
• Participate in weekly team alignment meetings.
• Communicate effectively across team members and responsibilities.
• Contribute to a positive, collaborative, and enjoyable culture.

What We're Looking For:

We're looking for someone who is

• Warm, personable, and genuinely enjoys helping people.
• Highly organized and detail-oriented.
• Proactive and self-motivated.
• An excellent verbal and written communicator.
• A strong problem solver and critical thinker.
• Comfortable managing multiple priorities.
• Technology-savvy and eager to learn new systems.
• Interested in using technology and AI to improve how work gets done.
• Comfortable working independently while being part of a collaborative team.
• Professional, trustworthy, and discreet.
• Passionate about continuous improvement.
• Positive and willing to contribute to a fun team culture.

Education & Experience

• 2-year degree in Business, Accounting, Finance, or a related field preferred.
• Equivalent professional experience may be considered.
• Prior experience in client service, financial services, wealth management, professional services, or a similar environment is preferred.
• CRM, technology, or workflow experience is a plus.

You don't need to know all of our technology when you start. We do expect you to be someone who learns technology quickly and wants to use it to make our firm better.

What We Offer

At IWP, professional success and personal fulfillment should coexist.

You'll have the opportunity to:

• Work alongside a collaborative team of advisors, financial planning professionals, and operations professionals.
• Build meaningful relationships with successful individuals, families, and business owners.
• Work in a highly integrated, technology-forward environment.
• Help shape how a growing wealth management firm operates.
• Participate in professional development and community events.
• Enjoy a workplace that values work/life balance.
• Be part of a team that takes our work seriously; but doesn't take ourselves too seriously.
• Make a meaningful impact on our clients and the growth of IWP.

How to Apply

If you're a people-oriented, organized, technologically capable professional who enjoys taking ownership, solving problems, and helping others, we'd love to hear from you.

Please submit your resume and a brief cover letter explaining why you believe you'd be a strong fit for the Client Experience Associate position at Integrated Wealth Partners.

Location: Wausau, WI

Position: Full-Time, In-Office

Culture: Collaborative • Client-Focused • Technology-Driven • Community-Minded • Fun