Kristin Tetzke WFA 2020 Icon

Established and award-winning financial firm is looking for a Client Service Representative to manage client relationships and process securities related business for their company. This position will work closely with financial advisors and clients and requires high standards of business and professional ethics while performing work activities. REQUIRED SKILLS: Broad knowledge of financial planning concepts…

Read More
Kristin Tetzke WFA 2020 Icon

We are seeking an Administrator to join our client’s Green Bay are Business Services team! No certifications are required but are a plus`. This is a fantastic opportunity to grow with the position and learn the industry. Responsibilities: Provide administrative and client service support for  Licensed Financial and Insurance Planners Opening new accounts and maintaining…

Read More
KHT Profile LI

Established and award-winning financial firm is looking for a Client Service Representative to manage client relationships and process securities related business for their company. This position will work closely with financial advisors and clients and requires high standards of business and professional ethics while performing work activities. REQUIRED SKILLS: Broad knowledge of financial planning concepts…

Read More
Kristin Tetzke WFA Staff

We are seeking an Administrator to join our Business Services team! No certifications are required. This is a fantastic opportunity to grow with the position and learn the industry. Responsibilities: Provide administrative and client service support for 12 Licensed Financial and Insurance Planners Opening new accounts and maintaining communication Client meeting administrative preparation and support…

Read More