The Well · 16 hours ago
Client Services Representative
Milwaukee, WI
Full-time
Onsite
New Grad, Entry Level
$50K/yr - $80K/yrThe Well is a growing wealth management firm supporting high-net-worth and ultra-high-net-worth individuals and families. They are hiring a Client Service Advisor to own the client experience and handle account management tasks. The role involves coordinating with custodians, supporting money movement, and ensuring a smooth client service process.
Staffing & Recruiting
Hiring Manager
Ally Hansen, AIRS, PRC, RLC
Responsibilities
Own the client experience before, during, and after meetings
Handle account openings, maintenance, transfers/rollovers, and service requests
Coordinate with custodians and carriers; track tasks and close loops fast
Support money movement, paperwork, and underwriting workflows
Qualification
Required
Detail-driven, calm under pressure, and highly responsive
Strong communication, follow-through, and an ownership mindset
Preferred
Wealth management / financial services ops experience is a plus (not required for the right learner)
Benefits
100% employer-paid medical/dental/vision
Disability
401(k) match
Unlimited PTO
Company
The Well
Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
Founded in 2023
11-50 employees
H1B Sponsorship
The Well has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (2)
2020 (1)
Funding
Current Stage
Early StageLeadership Team
Steven Perry
Founder
Company data provided by crunchbase