Client Representative

About the Role Legacy Private Trust Company is seeking a detail-oriented and client-focused Client Representative to join our Administration team. In this role, you'll be the backbone of our client service operations — supporting both our clients and our Administrative Officers with a wide range of complex administrative tasks. If you thrive in a professional environment, take pride in accuracy, and genuinely enjoy helping people, we would love to hear from you. What You'll Do Deliver exceptional, personalized service to clients and internal teams on a daily basis Monitor accounts for transactional activity, overdrafts, bill paying, and distributions Assist with opening and closing accounts and preparing all required documentation Coordinate incoming and outgoing correspondence, including client statements and tax information Schedule appointments, manage travel arrangements, and support assigned officers Respond promptly to client, prospect, and COI inquiries — routing when appropriate Maintain an organized electronic filing system (DocuWare) for efficient record retrieval Prepare internal reports, assist with account reviews, and ensure timely processing Participate in ongoing training on industry topics, software systems, and regulatory requirements High school diploma required; bachelor's degree preferred 2-3 years of customer service experience required Proficiency in Microsoft Office (Word, Excel, Outlook) Strong organizational skills with the ability to prioritize and multitask Excellent written and verbal communication skills Ability to maintain strict confidentiality Ability to work both independently and as part of a team Must be able to read and interpret legal documents such as trusts, wills, and deeds Preferred Qualifications 1-3 years of experience in a financial services, trust, or fiduciary environment Familiarity with trust industry terminology (fiduciary, beneficiary, etc.) General knowledge of investment account types and basic tax concepts Experience with document management systemsand trust accounting software Comfort with or curiosity about AI tools and emerging technologies to improve efficiency and client service At Legacy Private Trust Company, clients come first — always. Since our founding in 2004, we have built a culture rooted in trust, integrity, and deeply personal relationships, guided by the belief that reputation is everything and that legendary service is the standard, not the exception. As one of Wisconsin's premier independent wealth management firms, approaching $3 billion in assets under management, we are growing by design — and we are looking for the right people to grow with us. We are seeking a motivated, detail-oriented Client Representative to join our Administration team in Neenah, WI. The ideal candidate is a self-starter who takes initiative, thrives as part of a collaborative team, and brings a genuine passion for delivering exceptional client service. Whether you come from a financial services background or simply have a strong customer service foundation and an eagerness to learn, this is an opportunity to be part of something extraordinary — a team where your contributions matter, your growth is supported, and your work makes a lasting impact on the clients and communities we serve.