Client Services Associate

Job Description

Job Description

Client Service Associate 

Location: Mosinee, Wisconsin 
Schedule: Monday through Friday, 8:00 a.m. to 4:00 p.m. 
Employment Type: Full-time preferred; part-time candidates may be considered 
Hours: 40 hours per week for full-time employees 
Compensation: Hourly 
Benefits: Retirement plan with employer match 
Work Arrangement: Fully in-office 
Evening and Weekend Work: Not required 

About Rockhouse Financial 

Rockhouse Financial LLC is a financial-planning firm focused on providing attentive, organized, and personalized service to our clients. We are looking for a dependable Client Service Associate to manage the important behind-the-scenes work that allows our advisors and team to serve clients effectively. 

This position is ideal for someone who gets satisfaction from completing detailed work correctly, keeping processes organized, and making sure nothing falls through the cracks. It is not primarily a sales position or a client-meeting role. The right person will enjoy owning operational tasks, following established processes, and seeing requests through from beginning to final completion. 

Position Summary 

The Client Service Associate will be primarily responsible for client service, account administration, paperwork processing, and task follow-through. This person will manage a variety of detailed requests while communicating with clients, the Raymond James home office, outside financial institutions, and the Rockhouse Financial LLC team. 

The secondary role at this position provides will be as support for Rockhouse Financial LLC’s marketing initiatives and events. This may include items like promoting client and community events, coordinating venues, communicating with vendors, assisting with event setup and breakdown, and overall logistical support. 

Prior experience in financial services is not required. We are prepared to train someone who demonstrates exceptional organization, attention to detail, dependability, and a willingness to learn. 

Evening and weekend work is not required for this position. 

What We Are Looking For 

The strongest candidate will be: 

• Highly organized 
• Detail-oriented and accuracy-focused 
• Process-driven 
• Dependable and consistent 
• Comfortable managing multiple open tasks 
• Proactive about checking the status of outstanding items 
• Able to follow a task through to final completion 
• Comfortable asking questions rather than making assumptions 
• Able to recognize when paperwork or a workflow is incomplete 
• Comfortable performing structured and recurring operational work 
• Professional when communicating by phone and email 
• Comfortable working primarily behind the scenes 
• Able to handle confidential client and financial information appropriately 
• Willing to learn financial-services terminology, systems, and procedures 
• Comfortable following established processes while identifying opportunities for improvement 

Qualifications 

• Prior financial-services experience is not required 
• A college degree is not required 
• Securities or insurance licenses are not required 
• General proficiency with Microsoft products is preferred 
• Strong written and verbal communication skills 
• Strong organizational and task-management abilities 
• Ability to work fully in-office in Mosinee, Wisconsin 
• Ability to work an 8:00 a.m. to 4:00 p.m. schedule for the full-time position 

What Success Looks Like 

A successful Client Service Associate will: 

• Complete client-service requests accurately and document the work clearly 
• Consistently follow open tasks through to final resolution 
• Identify and address incomplete paperwork, alerts, errors, and outstanding requirements 
• Keep client records and documents organized 
• Communicate proactively when information or action is needed 
• Help create a reliable operational environment in which fewer tasks fall through the cracks 
• Become a trusted resource for the Rockhouse Financial team

Position Structure 

Full-time employment is preferred and consists of approximately 40 hours per week, Monday through Friday, from 8:00 a.m. to 4:00 p.m. Rockhouse Financial LLC is also open to considering a qualified part-time candidate. The position is hourly and fully in-office at our Mosinee location. 

Eligible employees receive access to a retirement plan with an employer match. 

How to Apply 

Please submit a résumé along with a brief introduction explaining why a detail-oriented, behind-the-scenes client-service position is a good fit for you. 

At Rockhouse Financial, the conversation starts with one question: What does it take for you to invest, spend, and retire confidently without worrying about running out of money? From there, we reverse-engineer a financial plan designed to hold under pressure, using Monte Carlo analysis to stress-test countless variable until you can see, in real terms, the probability of never running out. Only when your foundation is built to withstand uncertainty, everything above it—your investments, your lifestyle, your legacy—has something most portfolios never achieve: calculated confidence.

Company Description

At Rockhouse Financial, the conversation starts with one question: What does it take for you to invest, spend, and retire confidently without worrying about running out of money? From there, we reverse-engineer a financial plan designed to hold under pressure, using Monte Carlo analysis to stress-test countless variable until you can see, in real terms, the probability of never running out. Only when your foundation is built to withstand uncertainty, everything above it—your investments, your lifestyle, your legacy—has something most portfolios never achieve: calculated confidence.