Client Services Assistant

Description

KerberRose is a trusted advisor for all accounting services throughout Wisconsin. We remain committed to the principles on which we were founded: excellent service to all of our clients and meaningful client relationships. Our people-first philosophy is what makes our firm successful. We value our relationships—the relationships we have with each other, the relationships we have with our clients, and the relationships we have in the community.

Join a generationally diverse group of Wealth Management professionals to serve clients with the highest degree of ethics and professionalism. Our Wealth Management team will support your professional development with a variety of talent development and mentorship opportunities and a comfortable work environment alongside knowledgeable team members. We are driven by the ideas and dedication of our talented professionals and are always looking to attract those with the desire to make an impact and have a rewarding career.  

Responsibilities: 

• Provide office support, including answering phones, assisting clients, resolving and/or referring issues or inquiries to proper staff. 
• Manage calendar and schedule meetings for clients, prospects and outside vendors. 
• Prepare and coordinate documents in preparation for meetings. 
• Open, transfer and close customer accounts and maintain appropriate account records. 
• Process all required paperwork to create, maintain and service client’s accounts. 
• Respond 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. 

Qualifications:  

• College education preferred, not required 
• Administrative experience preferred, not required 
• Proficiency in Microsoft Excel, Word and Outlook, and Adobe 
• CRM Database experience preferred, not required 
• Preference given to Series 7 and/or Series 66 licensed individuals 

Culture and Core Values: 

KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:  

• Honesty 
• Integrity 
• Respect 
• Balanced Life 
• Community Oriented 

Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition. 

KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting’s Top 200 Firms. 

Wellness at KerberRose:  

At KerberRose, we focus on our team members physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401(k), professional development, and much more.