Client Experience Associate

Company Description

WISCONSIN WEALTH ADVISORS, LLC is an independent SEC Registered Investment Advisory firm committed to providing comprehensive portfolio management for its clients. We are dedicated to helping our clients achieve their financial goals through our independence and tailored advice. Our team values professionalism, accountability, collaboration, and precision in everything we do. With a foundation built on trust and expertise, we strive to deliver exceptional client experiences. Learn more about our services and values at www.wiwealthadvisors.com.

Position Overview

The Client Experience Associate plays a vital role in supporting daily office operations and creating a seamless, professional experience for clients. This position is ideal for someone who thrives working as a team member in a flexible environment where change is the norm. We are seeking a person that enjoys speaking with clients, can organize their time and tasks independently, able to exhibit follow-through with assigned tasks, and understands that small details make a meaningful difference.

This is an in-person, office-based role. Remote or hybrid arrangements are not available. Expected office hours M-Th 9:30 AM – 3:30 PM, F 9:30 AM – 3 PM

Key Responsibilities

• Greet clients and visitors in a warm, professional manner.
• Answer and manage incoming phone calls with confidence and professionalism.
• Prepare and process account paperwork, ensuring that all processing is completed.
• Investigate issues when things don’t go as smoothly as expected.
• Scan client paper documents and rename them according to office protocol.
• Process in-coming mail.
• Maintain accurate client records and assist with data entry and documentation, to ensure firm compliance obligations are met.
• Manage office mailings including birthday, special occasion, and holiday card mailings.
• Assist with office special projects as needed.

Qualifications

• Minimum of 2 years of office administration experience. Related experience in the financial industry is a plus but not required.
• A team player and “client first” attitude is a must.
• Excellent verbal and written communication skills are a must.
• Exceptional attention to detail and commitment to accuracy.
• Strong phone presence and outstanding interpersonal skills.
• Ability to complete tasks despite frequent interruptions.
• Able to maintain confidentiality of personal client information and meet compliance obligations as part of the firm’s everyday workflow processes.
• Ability to learn multiple software programs related to the investment industry. Prior experience with industry-related software is a plus.
• Proficiency with Microsoft Office (Outlook, Word, Excel).
• Ability to work in a dog friendly environment. (Yes, this is a requirement!)
• Background check will be required prior to employment.