Client Service Manager

We are seeking an exceptionally organized and client-centric individual to join our wealth management team in Appleton, WI. In this role, you'll combine your financial knowledge with your excellent client service skills to manage daily client transactions, resolve inquiries, and proactively build strong, personalized client relationships.

What You’ll Do

The primary purpose of this role is to be one of the primary points of contact for all service-related needs of a wealth management client, ensuring smooth transactions and maintaining exceptional client relationships.