Client Service Associate- Wisehaupt Bray Asset Management

Job description

Our Story At WB Wealth Management, we pride ourselves on being your trusted advisor—the one you turn to with every important financial question, and the advisor who knows and understands your preferences, aspirations and fears. Like a loyal friend and confidant, you can rely on us to help you through difficult times, celebrate accomplishments and encourage you in the pursuit of the future you envision. Whether you seek to plan for the next phase in life, pursue your lifelong dreams or secure your family’s future, we are here to support you along your path to success with trustworthy guidance and genuine compassion, every step of the way. Our primary clients are Retirees, Private Company Shareholders, Private Companies, Business Owners and Divorcing Individuals. What You’ll Do: We are looking for a successful Client Service Associate who excels in an evolving organization and performs at a high level under variable workloads. This is an opportunity to work with a personally supportive and successful small group of proven professionals. You will report to the Managing Director. - Provide heartfelt support and communication to partners, administration, and all clients. - Work with par...