Client Service Associate

Description

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.

Principal Duties & Responsibilities

Client Service & Experience - 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

Account & Operational Support - 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

Team & Advisor Support - 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

Organization & Process Management - 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

Who We’re Looking For

We are seeking individuals who align with our core values and bring the following qualities:

• Service Mindset: Genuinely motivated to serve others and create meaningful client experiences
• Ownership: Takes responsibility, follows through, and finds solutions
• Attention to Detail: Understands that small details make a big difference
• Coachability: Open to feedback and committed to continuous improvement
• Team-Oriented: Willing to support others and contribute to team success

Additional Skills Required

• The Client Associate must be able to:
•  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

Education and Experience Requirements

Required:

•  High school diploma
•  Minimum 3 years of office experience with emphasis on customer service

Preferred:

•  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

Acknowledgement

This description is intended to be an accurate reflection of the principal elements of the job for which it was written. It should not be construed as a description of all requirements but merely a guideline. It will be updated from time to time to reflect changes and/or additions. One may be required to perform other duties as assigned by a supervisor or management. This job description is not a contract for employment, and either you or the organization may terminate employment at any time, for any reason.