Wealth Management Client Services Specialist

Do you excel in a professional environment helping clients and do you have a strong financial background? Do you value being appreciated and well-respected for your talents and contributions? Join the Schulfer & Associates, LLC Wealth Management team as a Client Services Specialist. We are a relationship-based firm where our clients appreciate our high-level service model delivered in one of the most beautiful office settings in Central Wisconsin, by a high-performing, caring and supportive Wealth Management team.

***** A minimum of 3 years’ experience is a must, more is preferred. Experience can include working in a wealth management office or similar firm, a bank or an accounting office. Pay and benefits will be commensurate with your prior experience and will increase with the ability that you demonstrate to excel in your role and with your dedication to our firm. *****

Our ideal candidate is financially literate with experience working directly with financial accounts and is technologically proficient. A friendly, energetic, dependable, well-organized professional demeanor is a must. Confident, professional interaction with clients is expected. The position requires excellent interpersonal skills and phone demeanor, an extraordinary client service attitude, and genuine interest in people to prosper. Candidate must be detail-oriented and able to work independently with little supervision. You will be working with clients and their accounts as well as with staff and Wealth Management Advisors, including organizing important and detailed data, facilitating incoming transfers and rollovers, distributions from investment accounts, processing, client service requests, account research, and assisting with advancing systems and processes.. Each day brings new tasks which often build upon each other, with the satisfaction of project completion.

We are a self-made Wealth Management firm, built from the ground up over the past 20 years. The owners of the firm, Gene and LouAnn, empower people and want someone who is very hands-on, anticipating needs of both the advisor and clients before they arise. The desire to be a long-term team player who helps to advance and grow the business is a must.

The better your contributions serve our clients, the more you will be rewarded in both compensation and the opportunity to enhance your responsibilities, tailored to your talents and interests. An opportunity to become a licensed advisor may also exist for the candidate who wishes to work toward that role.

Please send us your resume and cover letter expressing your interest. Starting pay is commensurate with your experience and level of training that you will require as a new employee. Benefits include a flexible schedule with Friday afternoons and weekends off, paid time off, and a retirement plan with an employer match. You will be required to pass a background check. Ethics, integrity, and a can-do attitude are a must. Health benefit options available. Regular office hours are Monday through Thursday, 8:00 a.m. to 4:30 p.m. and Friday 8:00 - noon. Some scheduling flexibility is available.

Job Type: Full-time

Benefits:

• 401(k) matching
• Flexible schedule
• Paid time off

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Stevens Point, WI 54481: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial services: 3 years (Required)

Work Location: In person