Client Service Associate - (Mequon, WI)

Position details We are looking for someone who wants to be an integral, longterm member of our team/family. Someone who is looking for a close-knit, supportive environment and has a strong desire to achieve great things by helping others achieve great things. With a service-1st mentality, this team player’s key role will be on the client services team, assisting the firm’s advisors during introduction, on-boarding, and the ongoing service of clients by proactively and reactively providing clients with clarity and simplification. They also must be able to carry out a wide variety of activities at the same time. Gentian Financial Inc. is a financial planning firm that specializes in working with corporate executives, small business proprietors, high net worth individuals and retirees. We are looking for someone to join our family who is sincere, ambitious, willing to learn and grow as the company does. Our offices are located in a renovated 1930’s school house in Mequon, WI.