Client Service Associate

Orgel Wealth Management•Altoona, WI

2d•$55,000 - $70,000

About The Position

Join the Orgel Wealth Management Team Since 1984, Orgel Wealth Management, along with our founder’s predecessor practices, have been committed to providing comprehensive wealth management, consulting, and planning services to a diverse group of families, individuals, business owners, retirement plans, and foundations. Orgel Wealth Management is seeking a Client Service Associate who can provide exemplary customer service to our clients by anticipating their needs, being responsive to questions about their accounts, and assisting with routine account maintenance. Shared Values – At Orgel Wealth Management, our team believes in forming genuine relationships and serving clients with relentless excellence. We put clients first. Period. Nationwide Reach – Currently, our team serves clients in 43 states with more than $9.5 billion in assets under management (as of December 31, 2025). Experienced Team – Our credentialed team of 31 investment professionals (9 CFA® charterholders, 10 CFP® certificants) is supported by client service, operations, and technology specialists. Independence – By establishing an independent firm, we developed an organizational structure that allows for and supports employee ownership for multiple generations. Rapid Growth – Since becoming a Securities and Exchange Commission-registered investment advisor in 2013, we have doubled in size and now employ 89 people in our Wisconsin and Minnesota offices. Learn more about Orgel Wealth Management and “The Orgel Way” at www.orgelwealth.com. Summary The Client Service Associate often serves as the first point of contact for clients who need assistance with routine transactions and maintaining their accounts. Orgel Wealth Management Client Service Associates are liaisons between clients and Relationship Managers, who provide clients with account information, research client questions, prepare correspondence, and review and maintain appropriate records. Successful candidates will work well under strict deadlines and provide exceptional customer service. Requirements Position Summary At Orgel Wealth Management, the Client Service Associate (CSA) plays a critical role in delivering an exceptional client experience. The CSA serves as a key point of contact for clients and supports advisors by ensuring that all operational and service-related tasks are executed with precision, urgency, and care.

Requirements

Manage time effectively, set priorities, and meet deadlines
Maintain the highest level of confidentiality with respect to client and firm information
Understand and adhere to all firm policies and procedures
Exercise the highest level of professionalism in personal presentation, communication, and all interactions with clients and employees
Demonstrate high levels of integrity
Communicate effectively orally and in writing
Function well in a team environment by maintaining a positive, collaborative approach
Work independently with self-motivation
Leverage technology, including the Microsoft Office Suite, Practifi, Tamarac, and other software applications as necessary
High school diploma
Minimum 3 years of office experience with emphasis on customer service

Nice To Haves

Associate or Bachelor’s degree or post-high school education
Experience in the financial industry with an understanding of the stock market, investments, and retirement plans

Responsibilities

Deliver prompt, professional, and thoughtful service to clients via phone, email, and in-person interactions
Anticipate client needs and proactively address requests
Build trust by ensuring every interaction reflects a high standard of care and attention
Assist clients with obtaining online access
Document all client interactions accurately and in a timely manner
Assist with account opening and maintenance
Prepare necessary forms and assist clients with completion
Process client transactions accurately and efficiently
Communicate with custodian to research and resolve client account issues
Monitor workflows to ensure timely completion of all client requests
Maintain accurate and organized client records
Support advisors with meeting preparation, follow-up, and client communications
Collaborate with team members to ensure seamless service delivery
Assist team members as needed, especially during high-volume periods
Conduct oneself at all times in accord with The Orgel Way and maintain the highest standards of client confidentiality and organizational discretion
Track and prioritize multiple tasks in a fast-paced environment
Follow established processes while identifying opportunities for improvement
Maintain a high level of attention to detail in all work