Client Associate - Milwaukee, WI

Client Associate - Milwaukee, WI

Bronfman E.L. Rothschild is currently looking for a Client Associate in our Milwaukee office.

Bronfman E.L. Rothschild is a financial services firm based that performs wealth management, retirement plan advisory, and retirement plan consulting services to clients throughout the United States. The company has approximately $4.2 billion in assets under advisement, and nearly 80 employees across 9 offices on the East coast and in the Midwest.

Responsibilities:

  • Actively service client accounts by processing transaction requests as directed. Create and execute tracking reports, fee billing, RMD (Required Minimum Distributions) and loss harvesting coordination
  • Assist with the development of client financial plans through utilization of financial planning software
  • Develop positive relationships with clients by handling administrative requests directly as well as from team members on behalf of clients. Handle client matters in a timely and efficient manner
  • Provide administrative support to assigned advisors and partners including the preparation of correspondence, client files, presentations and literature as directed by Advisors. Create and supply data for reports at the direction of the advisors
  • Research client issues as directed and present data
  • Act as a positive team player who works effectively within an entrepreneurial environment
  • Pursue professional development opportunities to include additional licenses and/or designations, actively participate in internal and external training sessions and networking events

     

Qualifications:

  • Bachelor’s Degree in Finance or related field, experience in lieu of degree will be considered
  • Three (3) plus years of demonstrated experience preferred, providing financial services customer service and/or experience with investment accounting / portfolio management and trading software
  • Demonstrated ability to provide quality customer service and manage multiple tasks simultaneously with a high degree of accuracy and confidentiality
  • High proficiency with Microsoft Office Suite and knowledge of, or willingness to learn, portfolio trading and reporting software systems
  • Ability to work extended hours due to client needs

Compensation:

  • Salary, bonus potential, plus standard benefits package including health care and 401(k).

     

How to Apply:

Applications can be submitted either through LinkedIn direct apply or via email to info@belr.com. When emailing or submitting via Linkedin, please be sure to include attachments of both your resume and cover letter.

Bronfman E.L. Rothschild is currently looking for a Client Associate in our Milwaukee office.