Wealth Management Specialist jobs in Madison, WI

What's the role?

Our Customer Relationship Manager provides operational support to MBE Wealth's Financial Advisors and customer service support to the firm's clients.

Your primary role will be to coordinate the onboarding of new clients and provide exceptional service to existing clients.

Your secondary role will be to assist the Financial Advisors with marketing campaigns and provide administrative support for various aspects of the firm's business as needed.

To be successful in this position you should be detail-oriented, professional, and have excellent written and verbal communication skills. Job tasks include :

• Executing clerical duties on behalf of the Financial Advisor and MBE Wealth team such as answering phone calls, responding to emails, and preparing documents, including office correspondence, memos, and presentations as needed.
• Coordinating and managing appointments, meetings, and the conference room schedule to prevent duplicate bookings.
• Assist in data entry of client and prospective client information into software systems.
• Assist client with onboarding by processing all paperwork without error.
• Maintaining digital client files, including data entry and database maintenance.
• Providing direct interface with clients and providing client information as requested.
• Working with clients and financial advisors to resolve any concerns or issues.
• Providing a warm welcome and escorting clients to the conference rooms or meeting spots.
• Proactively maintaining client service calendar and coordinating scheduling with financial advisor.
• Assisting with other duties associated with MBE Wealth as needed to support the team and our clients.

What experience and skills do I need to be successful?

• Ability to work efficiently and with accuracy in a fast-paced environment.
• Comfortable working daily in Microsoft Office products including Excel, Word, and Outlook.
• Strong communication and customer service skills for interacting with our customers on the phone, via email, and in person.
• Strong attention to detail and accuracy.
• Ability to work safely with confidential information daily.
• Previous experience in a related receptionist or administrative support role is highly desired.

Great Perks and Benefits :

• Competitive medical, dental, and vision insurance plans.
• FSA / HSA account options.
• Paid Time Off (PTO).
• 401k employer matching program to save for retirement.
• Tuition reimbursement and professional growth opportunities through continuing education.
• Supplemental insurance options for life, AD&D, STD, LTD, and critical illness.
• Bonuses for helping with business development leads.
• Incredible potential for upward mobility and career growth.

What will my schedule look like?

This onsite role supports our office hours of Monday-Friday 8a-5p. Generally, overtime is not expected.

How do I join?

The first step is applying with your resume. Qualified candidates will then complete a phone screen with HR, followed by an interview with the MBE Wealth team.

What else are you hiring for?

See all MBE Wealth's openings at or reach out to our Lead Recruiting Partner, Kayla Schaller-Greenwood, on LinkedIn.

More about MBE Wealth :

MBE Wealth is part of the MBE CPAs affiliate group. We are a team of financial experts who use our industry-based knowledge to help others succeed in their financial journeys through financial planning and wealth management.

We support our clients with 14 office locations including 11 in Wisconsin in Door Country, Fort Atkinson, Mauston, Marshfield, Portage, Reedsburg, Sun Prairie, Tomah, Wausau, Wisconsin Dells-Lake Delton, and our corporate headquarters in Baraboo plus 1 office in Chandler, Arizona and 2 offices in Scottsbluff and Kimball, Nebraska. Learn more here :

Last updated : 2024-03-29