Now Hiring! Client Service Associate

KerberRose is seeking Client Service Associates for our Green Bay and Appleton offices. KerberRose is a rapidly growing Advisory firm with 10 locations in Northeast WI. We offer competitive salary, excellent benefits including 401(k) profit sharing, paid time off, comprehensive insurance package and opportunities for professional growth.

Job Responsibilities:

  • Manages calendar and schedules meetings for clients, prospects and outside vendors

  • Prepares and coordinates documents in preparation for meetings

  • Participate in client meetings – reviewing concerns, beneficiaries, assisting with technology,

    and taking notes

  • Educate clients on the on-line tools and resources available to them

  • Transcribe notes for all client meetings

  • Prompt with post-meeting processing and follow up

  • Open, transfer and close customer accounts and maintain account records

  • Process paperwork to create, maintain and service client’s accounts

  • Attend client and/or prospect events and seminars

  • Responsible for coordinating daily client and/or prospect correspondence

  • Anticipates client needs, solves problems and follows through with exceptional service

  • Responds to incoming emails and telephone calls in a professional manner to ensure that the client’s request is met in a timely fashion

  • Interacts with Professional Partners to develop relationships to meet client’s needs

  • Documents all relevant action items and tasks being tracked in Redtail CRM

  • Executes project-related tasks to contribute to the firm’s development

  • Cultivates ideas to develop or help improve office systems and protocol


  • Administrative experience desired

  • High School diploma required; college degree preferred

  • Series 7 and/or Series 66 licenses preferred

  • Substantial level of relevant work experience in financial planning/wealth management

  • Excellent verbal and written communication skills with ability to prepare clear and concise client-ready documents (financial planning reports, emails, etc.)

  • Basic understanding of financial planning concepts and terminology

  • Microsoft Office - Basic level competencies in Word, Excel, and Outlook required

  • CRM software experience

As a team member of KerberRose, you will be provided formal training, one-on-one interaction with leaders of the firm to give you access to industry expertise and the opportunity to be mentored, formally and informally, on a daily basis. As a result of our entrepreneurial atmosphere and management philosophy, team members are given frequent opportunities for achievement and recognition.

KerberRose offers an atmosphere of professionalism marked by a personal touch. Our culture is driven by our core values.

Commitment to Excellence – We have set high standards to provide our clients with exceptional service

Teamwork – We provide an open environment that thrives on working together at all levels to successfully share unique ideas and best practices

Personal Enrichment – We aspire to enrich our team members’ personal lives through our welcoming atmosphere and continued focus on work/life satisfaction

Integrity – We are committed to the highest level of integrity and act ethically in every aspect of our business

Opportunities – We are dedicated to providing distinct opportunities to support our team members in achieving their highest potential

Social Responsibility – We focus on giving back to the communities through our time, resources and talents.

Our employees are our most valuable assets and we want you to make a career with KerberRose. That is why we offer a comprehensive benefit package. The following benefits are available subject to group plan requirements and underwriting approval:

  • Student Loan Paydown Benefits

  • Health Insurance

  • Dental Insurance

  • Vision Insurance

  • Flex Spending Account/Section 125 Plan

  • Health Care Reimbursement Account

  • Short-Term Disability

  • Long-Term Disability

  • Life Insurance

  • Wellness Programs

  • Gym Membership reimbursement

  • Employer Matching 401(k)/Profit Sharing Plan

We also provide you with:

  • Paid Time Off

  • Paid Holidays

  • Continuing Professional Education

  • Financial incentive and exam fees reimbursed for passing the CFP exam

  • Marketing Incentives

Click Here to Apply!