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Job Details

Client Service Manager [CSM]

Job Summary

  • Company: Next Generation Wealth Management, Inc.
  • Location: Milwaukee, Wisconsin (Milwaukee, WI)
  • Compensation: Commensurate with work experience
  • Job Type: Full-Time
  • Education Level: Bachelor's (BA/BS)
  • Career Level: middle
  • Years of Experience: 2-5 years

Job Description

Role Description:

The ideal candidate is responsible for providing support to our wealth management team in the delivery of advice to clients. A CSM prepares financial advice documents and investment analysis under the guidance of senior level advisers. This role does not have actual accountability for the advice that is delivered.

Additionally, the team member will organize client meetings, collect client data, responding to administrative client inquiries, prepare marketing letters and account reporting. This role include requires:

- New client set-up | maintenance, setting appointments & client service
- Data gathering, modeling and integration of financial planning information
- Asset transfers, check processing & performance reporting
- General updates to marketing materials (letters, pitchbook, etc)
- Social Media awareness - website maintenance, LinkedIn & Facebook

The Candidate:

- Bachelors’ degree. A CFP designation is a plus
- Proficient in Microsoft Excel, PowerPoint and an ability other software programs is preferred
- Ability to garner the respect / trust of a sophisticated client base
- Unquestionable character, honesty and integrity
- An impeccable track record of client satisfaction
- Exceptional communication skills; writing, speaking, and presentations

Candidate Characteristics:

The ideal candidate is self-motivated and will work collaboratively with others on a 3-5 person team. They must value personal and professional growth and have a commitment to excellence. Other characteristics include:

- High energy and strong work ethic
- Sense of urgency
- Sound judgment and decision making skills
- Assertive and confident
- Detailed and organized in their approach
- Values error-free work, and takes an approach of excellence

About Our Firm:

We are an award winning, independent advisory firm that provides wealth management strategies to high net worth clients including: individuals, families, family businesses, trusts, foundations, and retirement accounts. The organization’s growth demands the candidate to be highly talented, eager to learn and willingness to multi-task on a daily basis.

All inquiries should be sent to:

David Massart

NG Wealth is an Equal Opportunity Employer

Candidates interested in applying to this role should e-mail