Client Services Specialist – Schulfer & Associates, LLC Wealth Management

Do you thrive in a professional environment where every client interaction is an opportunity to provide exceptional, white‑glove service? Do you value a team culture where your talents are recognized, your contributions matter, and your colleagues genuinely care about one another and the clients you serve? Would you enjoy working with a highly respected, premier Wealth Management firm?  If so, you may be the perfect fit for Schulfer & Associates, LLC Wealth Management.

We are a relationship‑driven firm known for delivering a white glove client experience through a dedicated, high‑performing, and supportive team. Our office—set in one of the most beautiful locations in Central Wisconsin—reflects the elevated service and professionalism that define our firm. Clients feel the difference the moment they walk in the door and interact with our people, and so will you.

⭐ Required Qualifications (Firm)

A minimum of 3 years of experience in financial services is required.
Experience may include wealth management, banking, accounting, or a similar professional environment.  Financial literacy is a must.

Additional experience is strongly preferred. Compensation and benefits will align with your background and grow as you demonstrate excellence, commitment, and mastery in your role.

🌟 Who You Are — and Why You’ll Love It Here

We’re a close‑knit team of 7 that works collaboratively, supports each other, and takes pride in the white glove service we deliver. We are systems and processes driven and are dedicated to advancing our skills and service.  Our next team member will thrive in this environment if they are:

  • Financially literate and confident handling financial accounts
  • Highly organized, detail‑oriented, and tech‑savvy
  • Friendly, energetic, dependable, and a genuine team contributor
  • Poised, professional, and confident with client interactions including in-person, phone and occasional virtual meetings
  • Motivated by helping people and delivering extraordinary client service
  • Able to work independently while also embracing a collaborative team culture
  • Proactive and hands‑on—anticipating needs of both advisors and clients before they arise

Our team culture is built on trust, respect, professionalism, and heart. We celebrate one another’s strengths, support each other’s growth, and share the satisfaction of knowing our work truly makes a difference in our clients’ lives. 

📌 What You’ll Do (The White‑Glove Experience in Action)

You will be a key part of delivering the high‑touch service our firm is known for. Responsibilities include:

  • Working directly with clients, advisors and team members
  • Managing detailed client and account data with precision accuracy and care
  • Facilitating incoming transfers, rollovers, and distributions
  • Processing account service requests quickly and professionally
  • Conducting research within client accounts
  • Assisting in refining and advancing internal systems and processes
  • Contributing to a seamless, elevated client experience every step of the way

Every day brings meaningful, purpose‑driven work with the satisfaction of completing tasks that impact clients in a lasting and positive way.

🏢 Who We Are

Schulfer & Associates is a self‑made, independently built wealth management firm grown over more than 25 years through dedication, integrity, and a deep commitment to our clients. The owners of the firm, Gene and LouAnn, empower people to thrive and grow in their roles.  The  desire to be a long-term team player who helps to advance and grow the business is a must.  For those with interest and aptitude, there may also be a future opportunity to pursue licensing and expand into an advisor role.

💼 Compensation & Benefits

  • Competitive pay based on experience and training needs
  • Flexible schedule with Friday afternoons and weekends off
  • Paid time off
  • 401(k) with employer match
  • Health benefit options
  • Regular office hours:
    • Monday–Thursday: 8:00 a.m.–5:30 p.m.
    • Friday: 8:00 a.m.–12:00 p.m.
  • Supportive, high‑quality team culture
  • Professional, beautiful office environment that enhances both client and employee experience

A background check is required. Ethics, integrity, professionalism and a can‑do attitude are essential.