Client Relationship & Onboarding Specialist

A financial management firm located in Reedsburg, Wisconsin, is seeking a Client Relationship Manager to provide operational support to Financial Advisors and exceptional service to clients. Responsibilities include onboarding new clients, assisting with marketing campaigns, and managing office tasks. Ideal candidates should be detail-oriented with strong communication skills and experience in administrative support. Benefits include competitive insurance, 401k match, and opportunities for growth. #J-18808-Ljbffr