Client Services Associate - Middleton, WI

Provide first-line contact for clients and prospects, professionally answering calls, greeting visitors, and directing inquiries. Troubleshoot problems, schedule meetings, and serve as a liaison between Advisors and Clients to ensure seamless interactions. Manage client information by preparing reports, processing paperwork, updating Salesforce, and facilitating account openings and document transfers. Proofread documentation, assemble meeting materials, and coordinate RSVPs for events. Support the office by maintaining lobby cleanliness and assisting with back-up duties as needed. Monday through Friday, 8:00am to 5:00pm.