Garry Executive Search has been retained by a well-established, independent wealth management firm in Milwaukee, WI to recruit a Sr. Client Service Associate. This is a permanent, long-term support role within a growing, tight-knit team that values trust, autonomy, and a client-first culture.

If you are highly organized, an exceptional communicator, and someone who finds deep satisfaction in being the operational backbone of an advisory team, this role is worth a close look.

The Opportunity

This is not a stepping stone into planning or advisory work. It is a senior coordination role designed for someone who takes pride in client service, thrives in a structured environment, and wants to grow within a support function long term. The firm serves 150 to 200 clients and is looking for someone who can serve as a true point of contact, keeping communication flowing between advisors, staff, and clients.

The firm offers a high degree of autonomy once trust is established, a collaborative leadership team that listens, and a genuine commitment to work-life balance, including 24 dedicated remote work days per year on top of standard PTO.

What You’ll Be Doing

• Serve as a primary point of contact for 150 to 200 clients via phone and email
• Manage advisor inboxes and coordinate scheduling on their behalf
• Handle client onboarding documentation and ensure accuracy and completeness
• Track meeting follow-up tasks, including dictation review and outstanding item management
• Run CRM workflows to delegate and confirm completion of meeting preparation
• Coordinate internal weekly advisor and associate meetings
• Support advisors with account maintenance tasks including beneficiary changes, rollover calls, and verbal authorizations
• Keep communication flowing between teams and ensure nothing falls through the cracks

Background They’re Looking For

• Series 7 license required (this is a hard requirement, screened early)
• 3 or more years of experience in financial services client service or administrative support
• Exceptional organizational skills and attention to detail
• Strong written and verbal communication, true team player
• Comfortable managing an advisor’s inbox and calendar on their behalf
• Excellent follow-through and accountability
• Positive, friendly demeanor with a client-first mindset
• Proficiency with Microsoft Office Suite and CRM systems
• Open to mentorship and growth within a support function over time

Compensation & Benefits

• Competitive base salary commensurate with experience
• Health coverage with firm covering 65 percent of premiums
• 401(k) available after a 6-month waiting period
• Summer hours offered
• Professional development support
• 24 dedicated remote days per year, separate from standard PTO

Why This Role Stands Out

• Permanent, long-term role with genuine stability and a clear growth path within the function
• High autonomy environment where trust is earned and independence is rewarded
• Tight-knit team with strong culture, great clients, and collaborative leadership
• Firm is growing, creating opportunities to expand your impact over time
• Leadership that listens and operates with integrity

Interested in Learning More?

This search is being conducted confidentially by Garry Executive Search, a boutique recruiting firm specializing exclusively in the wealth management and independent RIA space.

Apply directly to start a discreet conversation.

Garry Executive Search is dedicated to providing exceptional recruiting services to wealth management firms. We are an Equal Opportunity Employer and encourage candidates from all backgrounds to apply.