Paraplanner Wealth Management Client Service Associate

Paraplanner / Wealth Management Client Service AssociateWaukesha, Wisconsin | Hybrid (4 days on-site / 1 day remote)Industry: Wealth Management / Financial ServicesSalary: $60,000 to $75,000 DOE, bonus eligible
About the RoleOur client is a nationally recognized financial services firm with more than 100 locations across the U.S. and over $72 billion in client assets under management. This team, which oversees more than $1 billion in client assets, is seeking a polished, client-focused Paraplanner / Wealth Management Client Service Associate to support both advisor relationships and daily operations. This individual will contribute to financial planning support, account servicing, and client communications while serving as a key operational resource for the advisory team. The role offers broad exposure to both the service and planning functions of a full-service wealth management practice.
Key Responsibilities of the Paraplanner / Wealth Management Client Service AssociateServe as a primary point of contact for clients via phone, email, and in-person interactionsPrepare materials for client meetings and annual reviews, including agenda packets, portfolio summaries, and planning documentsRun reports and produce financial planning analyses to support advisor recommendations and client presentationsSupport financial planning activities including data gathering, analysis, documentation preparation, and implementation of client recommendationsAssist advisors with client relationship development and participate in client meetings in a technical support capacityManage account opening, maintenance, and ongoing servicing with a focus on accuracy and timelinessMaintain CRM records, client follow-ups, and action items to ensure proactive client engagementSupport daily operations including account processing, custodial coordination, billing, compliance reviews, and record managementAssist with trading support, transaction processing, and coordination with custodians and external partnersMaintain organized systems and processes to ensure efficiency, accuracy, and audit readiness
Qualifications of the Paraplanner / Wealth Management Client Service AssociateTwo or more years of experience in a Paraplanner, client service or operations role within wealth management, supporting one or more financial advisorsPrior experience in a paraplanning capacity, including financial plan, document preparation and advisor supportExperience with MoneyGuidePro (financial planning), Tamarac (portfolio management and reporting), and Junxure (CRM and workflow management) or similar is preferred.Familiarity with Pershing NetX360, NetX360+, Pershing X, or Wove is a plusStrong written and verbal communication skills with a client-first mindsetHighly organized with strong attention to detail and the ability to manage multiple priorities simultaneouslyDemonstrated integrity and understanding of fiduciary responsibilitySelf-motivated with the ability to work both independently and collaboratively
What They OfferCompetitive base salary with eligibility for individual and firm-wide bonusesComprehensive benefits including health, dental, vision, and life insurance401(k) with employer match and flexible spending accountGenerous PTOBroad exposure to client service, financial planning support, and operationsCollaborative, team-oriented cultureStrong opportunity for long-term professional growth in a thriving practice
KeywordsAccount Management, Account Servicing, Advisor Support, Audit Readiness, Client Relationship Management, Client Service, Compliance, CRM, Custodial Coordination, Data Analysis, Documentation, Fiduciary, Financial Planning, Financial Services, Hybrid, Meeting Preparation, NetX360, Operations, Paraplanner, Pershing, Portfolio Reporting, Portfolio Support, Record Management, Report Generation, Trading Support, Transaction Processing, Wealth Management, Wove