Operations
Client service associate
Open accounts, move money and keep every client request moving until it is done.
You will open and transfer accounts at Schwab, process distributions, prepare meeting packets and answer the phone when clients call.
You are organized, calm on the phone and careful with details. Experience at a custodian or advisory firm helps; we will train the rest.
Location
Madison, Wisconsin, in office
Salary
$48,000 to $56,000 a year
Send a resume and two sentences on why this role. Claire reads every application and replies within a week.
Talk to an advisor before you decide anything
A 30 minute call with a CFP professional. Bring one question about retirement, taxes or an old 401(k). There is no charge, and we will tell you if we are not the right fit.
Fee-only financial planning and investment management for families and business owners.
214 Monroe Street, Madison, Wisconsin 53711
Fairwood Wealth LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this site is an offer to buy or sell a security or personal advice for your situation. Investing involves risk, including the loss of principal. Projections are hypothetical, are not guarantees and do not reflect actual results. Read our Form ADV Part 2A and Form CRS on the disclosures page before you hire us.
Monday to Friday, 8 am to 5 pm Central
Fairwood