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Financial Client Services Manager

WFA Staffing Group

Financial Client Services Manager

Milwaukee, WI
Full Time
Paid
  • Responsibilities

    Job Description

    Milwaukee area financial investment firm seeks a Client Service Manager to supervise the client service team to ensure excellent service and support for the financial advisors of the company.

    Responsibilities will include, but not limited to coaching and supporting team members, evaluating their performance against objectives and overseeing the implementation of client service protocols.

    Our ideal candidate will have 5+ years of experience in client services. Also a Bachelor's degree and licenses in Series 7 and 66 are required.

    This company is an award winning financial services firm with a great reputation and offers very competitive and unique benefit package. If you would like to join a great company for this career opportunity, please email your resume to Tom Krist at: tkrist@wfastaffing.com or call Tom at 414-716-5373.

    Company Description

    One of Wisconsin's Largest Management Recruiting Firms!