Client Service Specialist

Website WFA Staffing Group

Established and award-winning financial firm is in search of a Client Service Specialist to serve as the connection between their clients, support team and advisors.   The Client Service Specialist will engage and support the success of the team by working directly in areas of client support, onboarding, compliance and responsibilities.   This individual will possess good time management, flexibility in a fast paced environment, have great attention to detail as well as working quickly and efficiently with technology.  Knowledge with Salesforce preferred and proficiency with Microsoft Office Suite Required.

We are looking for someone with ideally 3+ years of experience in financial services, leadership qualities, experience with investments and financial planning as well as holding licenses of Series 7 or 66 and FPQP certification or similar a definite plus!

We offer an excellent benefit package including health, dental, vision and life insurance along with retirement benefits with a 401K match plan, paid time off, Friday afternoons OFF, monthly company lunches, and other annual events.

Salary range is $50,000 – $55,000+ per year based on experience.   Please forward your resume to Tom Krist at: or call Tom at:   414-365-3651.

Tagged as: financial, investment

Last Name, First Name, Middle
No. and Street, City, State & Zip
Enter Date

Present or Most Recent First

When completing this section do not disclose information regarding juvenile court convictions or minor traffic violations. A conviction record does not automatically bar you from employment. Providing false information, misrepresenting criminal conviction history, or omitting information will lead to disqualification from further consideration of your application for employment, or termination of your employment.

Upload your CV/resume or any other relevant file. Max. file size: 101 MB.

You can apply to this job and others using your online resume. Click the link below to submit your online resume and email your application to this employer.