Job ID: 137489


Are you a Client Services Associate who has strong organizational and prioritizing skills? Are you a Client Services Associate who is looking for an opportunity with great benefits?

Our client has been providing financial strategies for their clients for over 30 years. They offer a great benefit program that helps their employees’ achieve a successful work / life balance.


As a Client Services Associate, you will manage calendars, schedule meetings for clients, prospects and outside vendors.

  • Prepare and coordinate documents in preparation for meetings
  • Participate in client meetings
  • Educate clients on the online tools and resources available to them
  • Transcribe notes for all client meetings
  • Open, transfer and close customer accounts and maintain appropriate account records
  • Process all required paperwork to create, maintain and service client’s accounts
  • Attend client/prospect events and seminars
  • Coordinate daily client/prospect correspondence
  • Anticipate client needs, solve problems and follow through
  • Respond to incoming e-mails and telephone calls
  • Process deposit of client checks into the systems
  • Interact with corporate home office staff to develop cooperative relations
  • Document all relevant action items and tasks being tracked
  • Travel to and from post office for company mail


  • Must have at least 2 years of financial planning experience
  • Must have Series 7 and Series 66 Licenses
  • Bachelor’s degree is preferred
  • Intermediate skillset in MSWD and Excel
  • Any CRM database experience is a plus
  • Must have drive and ambition to work in the finance/investment industry and grow with the company
  • Professional, upbeat and outgoing
  • Strong organizational and prioritizing skills
  • Ability to work in a quick and efficient fast-paced environment
  • Excellent interpersonal and communication skills
  • Must have valid driver’s license and proof of insurance
  • Excellent work ethic and team player


  • Company that treats each team member with value and respect
  • Work / life balance
  • Company that promotes from within
  • Quarterly bonus plan
  • Health insurance
  • Life insurance
  • 401(k)
  • Paid time off
  • Paid holidays
  • Continuing education reimbursement plan


Hours: Full-time or part-time hours, Monday- Friday, contact us for details

Length: Temporary to Hire or Direct Hire

Pay for the Client Services Associate position: Based on experience, contact us for details

Location: Appleton and Oshkosh, WI

Job ID: 137489

Job descriptions may not include every responsibility or qualification of the position.

Cadre is an Equal Opportunity Employer.

To learn more about Cadre and to view hundreds of immediate openings, please visit our website at