Job Description:

RESPONSIBILITIES:

Kforce has a client in the Menomonee Falls, WI area that is looking for a Client Service Administrator for their Wealth Management office. This role reports to Owner and Advisors.

Responsibilities:

• Client Service Administrator will assist with all aspects of client servicing including onboarding new clients as well as ongoing maintenance and servicing of clients


• Assist with internal and external reporting, invoicing, trading, and compliance

REQUIREMENTS:

• 2+ years of experience in the financial services industry


• Exceptional relationship manager and client services skills


• Strong analytical skills, that is detail oriented, and has great organizational skills


• Proficiency in Word, Excel, PowerPoint, DocuSign, and Outlook


• Team player that can be collaborative and work well with the team in a small office environment


• Working Conditions: In Office

The pay range is the lowest to highest compensation we reasonably in good faith believe we would pay at posting for this role. We may ultimately pay more or less than this range. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs. This range may be modified in the future.

We offer comprehensive benefits including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD insurance to eligible employees. Salaried personnel receive paid time off. Hourly employees are not eligible for paid time off unless required by law. Hourly employees on a Service Contract Act project are eligible for paid sick leave.

Note: Pay is not considered compensation until it is earned, vested and determinable. The amount and availability of any compensation remains in Kforce's sole discretion unless
and until paid and may be modified in its discretion consistent with the law.

This job is not eligible for bonuses, incentives or commissions.

Kforce is an Equal Opportunity/Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, protected veteran status, or disability status.

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