Client Relationship & Onboarding Specialist

A financial advisory firm in Baraboo, Wisconsin is seeking a Client Relationship Manager. In this role, you will support Financial Advisors and provide exceptional service to clients. Responsibilities include coordinating client onboarding, managing appointments, and performing clerical duties. The ideal candidate should have strong communication skills, detail orientation, and proficiency in Microsoft Office. Benefits include competitive insurance, PTO, 401k matching, and opportunities for career growth. #J-18808-Ljbffr