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Wealth Management Operations Jobs in Wisconsin (NOW HIRING)

Pwc

Asset & Wealth Management - Tax Senior Manager

Milwaukee, WI · On-site

$124K - $335K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Industry/Sector Asset and Wealth Management Specialism Industry Tax Practice Management Level ... operational tax risks, and tax implications of investing in different jurisdictions. You'll help ...

BMO Capital Markets

Wealth Advisor II

Milwaukee, WI · On-site

  • Medical

  • Life

  • Retirement

Wealth Sales & Service Serves as the primary relationship manager for high-net-worth (HNW) and ... Leads the execution of operational programs; assesses and adapts as needed to ensure quality of ...

Bank of Montreal

Wealth Advisor, Director

Wausau, WI · On-site

  • Medical

  • Life

  • Retirement

Wealth Sales & Service Serves as the primary relationship manager for high-net-worth (HNW) and ... Leads the execution of operational programs; assesses and adapts as needed to ensure quality of ...

Bank of Montreal

Wealth Advisor, Director

Madison, WI · On-site

  • Medical

  • Life

  • Retirement

Wealth Sales & Service Serves as the primary relationship manager for high-net-worth (HNW) and ... Leads the execution of operational programs; assesses and adapts as needed to ensure quality of ...

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Showing results 21-40

All JobsWealth Management Operations JobsWealth Management Operations Jobs in Wisconsin

Wealth Management Operations information

See Wisconsin salary details

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How much do wealth management operations jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for wealth management operations in Wisconsin is $26.49, according to ZipRecruiter salary data. Most workers in this role earn between $17.93 and $30.58 per hour, depending on experience, location, and employer.

What is a wealth management operations job?

A Wealth Management Operations job involves supporting the processes that ensure efficient management of client assets, transactions, and compliance within a financial institution. Professionals in this role handle trade settlements, account reconciliation, regulatory reporting, and workflow optimization to enhance client services. They work closely with financial advisors, risk management teams, and technology specialists to streamline operations. Strong analytical skills, attention to detail, and knowledge of financial products are essential for success in this field.

What are the typical daily responsibilities of someone working in wealth management operations?

In a Wealth Management Operations role, your daily tasks often include processing and reconciling client transactions, ensuring compliance with financial regulations, and managing account documentation. You will collaborate closely with wealth managers, advisors, and custodians to support seamless client onboarding and ongoing service. Attention to detail is essential as you handle sensitive information and must adhere to stringent timelines. This position offers a dynamic environment where multitasking and clear communication are key, and success can pave the way for career growth into higher-level operations, compliance, or client relationship roles.

What are the key skills and qualifications needed to thrive in wealth management operations, and why are they important?

To thrive in Wealth Management Operations, you typically need strong analytical skills, attention to detail, and experience with financial products and processes, often supported by a finance or business degree. Familiarity with portfolio management systems, financial reporting tools, and proficiency in Excel or similar data analysis software is highly valued, and certifications like the Series 7 or 63 can be advantageous. Excellent organizational skills, effective communication, and the ability to work collaboratively make candidates stand out. These qualifications ensure accurate, compliant processing and effective client service in a fast-paced financial environment.

How good is a career in wealth management operations?

A career in wealth management operations offers opportunities in financial services, focusing on client account management, compliance, and transaction processing. It typically requires strong organizational skills, attention to detail, and familiarity with financial software and regulations. The role can lead to advancement into senior operational or client-facing positions within the industry.

What do wealth management operations do?

Wealth management operations involve supporting the delivery of financial services by managing client accounts, processing transactions, ensuring compliance, and maintaining accurate records. Professionals in this field often work with financial advisors and use specialized software to streamline workflows and improve efficiency.

What are popular job titles related to Wealth Management Operations jobs in Wisconsin?

For Wealth Management Operations jobs in Wisconsin, the most frequently searched job titles are:

What job categories do people searching Wealth Management Operations jobs in Wisconsin look for?

The top searched job categories for Wealth Management Operations jobs in Wisconsin are:

Wealth Management Operations jobs near you
Infographic showing various Wealth Management Operations job openings in Wisconsin as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 12% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $55,099 per year, or $26.5 per hour.

Client Services Associate I - Wealth Management Department

UW Credit Union

Sun Prairie, WI • On-site

Other

Medical, Dental, Vision, Life, Retirement

Re-posted 6 days ago

Job description

Client Services Associate I

UW Credit Union is hiring a Client Services Associate I to join our Wealth Management team in Madison! Do you have a passion for providing exceptional customer service and delivering quality? Do you have strong organizational, verbal, and written communication skills? Are you looking for an opportunity that has development within the role? If you answered yes to all three questions, then this is the position for you!

At UW Credit Union, we provide meaningful financial services to our members with the honesty and integrity they deserve. As a Client Services Associate, you will be responsible for building relationships, promoting Wealth Management services to UW Credit Union employees, members, and the community at large and providing administrative support to the Wealth Management team.

Responsibilities

A Day in the Life of a Client Services Associate

Every day will be different but below is a snapshot of what you will do:

  • Start the day off preparing the office for appointments for the Advisors.
  • Create a warm and welcoming environment at the front desk of one of our wealth management hubs.
  • Provide personalized, professional service to all members and representatives in an exceptional manner, seeking out opportunities to exceed member expectations.
  • Perform administrative tasks including, and not limited to, referral management and tracking, document processing, client service requests, new client onboarding paperwork, seasonal and routine servicing activities (ex. tax planning tasks), seminar/webinar support, client events and financial transaction items.
  • Interact with members in-person and over the phone to review their account status, answer questions and collect information.
  • Continuously organize and regroup from priority interruptions while completing daily routine tasks.
  • Manage, direct, and troubleshoot incoming calls from the wealth management group extension.
  • Make outbound calls regarding various client situations and routine tasks.
  • Work with multiple Financial Advisors to support sales functions.
Qualifications

What You'll Need to Succeed

  • Associate's degree in business, finance or related field required or equivalent work experience.
  • 1+ year of experience in financial services, bank operations and/or client services.
  • 1+ years of customer service experience preferred.
  • High level of problem-solving skills
  • Demonstrated experience with inbound and outbound customer/member calls
  • Efficient, detail-oriented, self-starter, able to work independently and as a member of a team
  • Licensed in the following or obtain within the 1st year of employment (UW Credit Union will pay for 1-2 rounds of exam fees with the opportunity to receive a recognition bonus for successfully obtaining/having all licenses):
    • WI Insurance Life & Health License
    • Securities Industry Essentials (SIE)
    • FINRA Series 7
    • FINRA Series 66
Working at UW Credit Union

Why work for UW Credit Union?

Join one of Wisconsin's premier financial institutions, a National Top Workplace and multi-year recipient of Madison Magazine's Best Places to Work, Wisconsin State Journal's Top Workplaces, and Milwaukee Journal Sentinel's Top Workplaces to receive:

  • 21.5 days of annual time off (accrued per pay period)
  • 2 weeks paid caregiver leave
  • 2.5 weeks paid new child parental leave
  • 2 days paid volunteer time
  • 10 paid holidays (including your birthday!)
  • 401k company match of up to 5%, plus approximately 4% discretionary match
  • Variable bonus reward
  • Competitive Medical, Dental, and Vision plans, including domestic partner eligibility
  • Employee Assistance Program
  • And more!

All employees must possess valid work authorization to work for UWCU on the date of hire. UWCU does not provide immigration sponsorship or support for employment authorization to include, but not limited to, sponsorship or support for H-1B, F-1 OPT, TN, or other visa category.

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