Client Relations Associate

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Organization: Wiegers Financial & Benefits

Job Start Date: 09-Feb-2026

Description

The Client Relations Associate provides exceptional client service and operational support to Financial Advisors within the Wealth Management Division. This role is responsible for application processing, accurate client record keeping, transaction execution, and proactive problem solving across the full client lifecycle, from new applications to ongoing service and sensitive situations. Guided by the firm’s commitment to providing an enhanced client experience,...