Lead with Purpose. Partner with Impact. The Client Relationship Specialist is responsible for delivering exceptional client service while providing operational, administrative, and technical support to advisors and inter…
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Senior International Trade Compliance Specialist Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Interested in the global economy? Uline is North America's leading distributor of shipping, industrial…
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Administrative Assistant - Distribution Operations
Glenview, Illinois, United States · On-site
Mid level
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English Teachers Wanted Corporate Headquarters 12575 Uline Drive, Pleasant Prairie, WI 53158 Are you a master of words with an eye for detail? At Uline, you’ll transform complex ideas and data into compelling insights, h…
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Medical Assistant (MA) Float - Outpatient Oncology Clinic
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Mid level$125M raised
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Job DetailsJob Location: 412 - Heritage Elm Grove - Elm Grove, WI 53122Job Category: Admin - ClericalConcierge | Receptionist | Front Desk | Full-Time Heritage Senior Living | Elm Grove, WI Heritage Senior Living is exce…
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Full-time
bachelor degree
401(k), Health Insurance, Tuition Reimbursement, Training and Development
Posted 26d ago
~40 hrs/week
Responsibilities
The role focuses on delivering exceptional client service and operational support to advisors, including onboarding and account administration. It also involves assisting with financial planning analyses and portfolio management as a development path toward becoming a Junior Investment Advisor.
Requirements
A bachelor's degree in Finance, Business, or Economics is preferred, along with experience in wealth management or financial services. Candidates should possess strong analytical skills and proficiency with custodial platforms and CRM software.
Full job description
Lead with Purpose. Partner with Impact.
The Client Relationship Specialist is responsible for delivering exceptional client service while providing operational, administrative, and technical support to advisors and internal teams. This role serves as a key point of contact for clients throughout the onboarding and service process while ensuring account administration, documentation, and operational activities are completed accurately and efficiently.
The Client Relationship Specialist collaborates closely with Advisors and Operations teams within the broker-dealer to support financial planning activities, portfolio management, and client relationship initiatives. This position is designed as a development path toward becoming a Junior Investment Advisor, providing hands-on exposure to financial planning, investment management, and advisory services.
What You'll Do:
Build and maintain strong relationships with clients by providing timely, professional, and personalized service.
Respond to client inquiries regarding account maintenance, service requests, and account access.
Assist clients with onboarding activities and ensure a seamless experience throughout the transfer and account-opening process.
Coordinate client meetings, prepare meeting materials, and support follow-up activities.
Demonstrate client portals, custodian websites, and online account access tools.
Participate in client meetings and contribute by preparing information, facilitating discussions, and supporting presentations.
Act as a liaison between clients, advisors, custodians, and internal teams to ensure prompt resolution of requests
Prepare and submit all required documentation for new account openings and client onboarding.
Coordinate account transfers, asset movements, money movement requests, checks, beneficiary updates, and other client service requests.
Interface directly with custodians to establish and maintain client accounts.
Monitor outstanding transactions and proactively follow up to ensure timely completion.
Maintain accurate client records, documentation, and compliance files.
Ensure cost basis information and account records remain current and accurate.
Complete paperwork related to alternative investments as needed.
Maintain client information within CRM and portfolio management systems.
Collaborate with Advisors to prepare financial planning analyses and recommendations.
Assist in gathering client data, developing risk profiles, and preparing investment reccomendations.
Support Advisors with financial planning assumptions and strategy implementation.
Develop asset allocation recommendations under the guidance of Advisors and the Investment Committee.
Assemble portfolio performance reports and client review materials.
Assist with investment research and portfolio management activities as needed.
Participate in projects designed to improve operational processes and client service delivery.
Support client appreciation events, educational programs, and marketing initiatives.
Collaborate with Advisors, broker-dealer operations and Compliance to ensure a consistent client experience.
Stay informed on industry changes, market developments, and firm initiatives that may impact clients.
Ensure all activities comply with regulatory, compliance, and firm policies.
What You Bring:
Bachelor's degree in Finance, Business Administration, Economics, or a related field preferred.
Experience in wealth management, financial services, banking, or a client-service environment preferred.
Strong understanding of account administration, client onboarding, and investment operations.
Experience with custodial platforms, CRM systems, portfolio management software, and Microsoft Office Suite.
Demonstrated ability to manage multiple priorities while maintaining exceptional attention to detail.
Strong analytical, organizational, and problem-solving skills.
Excellent written and verbal communication skills.
Ability to work independently while knowing when advisor guidance is required.
Commitment to providing an exceptional client experience.
Demonstrated interest in financial planning, portfolio management, and professional growth within the advisory profession.
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
Competitive pay and benefits with a large employer (over 1600 employees nationwide)
401(k), health insurance, and a competitive benefits package
Work in a supportive, collaborative environment committed to professional excellence
Help clients navigate meaningful financial decisions with confidence
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
The industry-leading, independent advisor platform that empowers your success.
Industry
Financial Services
Company size
201-500 employees
Headquarters
Austin, TX
LinkedIn followers
19,510
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve.
Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly.
Meet Kestra at KestraFinancial.com.
Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/.
Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Offices: 5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735, US
Broker/Dealer ServicesAsset Management ServicesIntegrated Technology PlatformAdvisor and Staff TrainingConcierge Serviceand Practice ManagementFinanceBankingConsultingFinancial Services
Based on 472 listings with disclosed salaries, most administrative jobs in Wisconsin pay between $50k–$95k per year. Individual offers vary with seniority, company size, and specialization.
How many Administrative jobs are open in Wisconsin right now?
There are currently 5,149 open administrative positions in Wisconsin listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Administrative roles in Wisconsin?
Companies currently hiring include American Addiction Centers, Universities of Wisconsin, Froedtert Health, Ascension, Marcus Corporation, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Administrative jobs in Wisconsin?
Yes — 653 of the 5149 open administrative positions offer remote or hybrid work (175 remote, 478 hybrid).
How do I apply for Administrative jobs in Wisconsin?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.