Client Support Specialist - Greater Milwaukee, WI Area (REMOTE)

What you’d do

Support high net worth clients with $250,000 to $1 million in assets in a fast-paced, team-oriented remote role. Requires living within 90 miles of approved branch sites, including Mequon, WI. Full time. Found on the employer's careers page on Oct 17, 2026. Apply through the link.

You’ll need

• Series 7 required
• Series 63 or ability to obtain within 90 days
• 2-3 years of financial services experience
• Residence within 90 miles of approved branch sites
• Customer service and problem resolution skills