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Client Service Associate

Qualified Staffing

Fenton, MI

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JOB DETAILS
SALARY
$50,000–$100,000 Per Year
SKILLS
Administrative Skills, Bank Management, Best Practices, Brokerage, Calendar Management, Communication Skills, Customer Experience, Customer Relations, Customer Relationship Management (CRM) Systems, Customer Support/Service, Detail Oriented, Documentation, Establish Priorities, Event Marketing, Expense Reports, Financial Services, Financial Transactions, Follow Through, High School Diploma, Information Technology & Information Systems, Insurance, Microsoft Excel, Microsoft Office, Mortgage Lending, Multitasking, Order Processing, Organizational Skills, Prepare Correspondence, Presentation/Verbal Skills, Record Keeping, Regulations, Research Skills, Resolve Customer Issues, Sales Management, Sales Prospecting, Securities Investments, Seminars, Service Delivery, Stock Market, Team Player, Time Management, Wealth Management, Writing Skills
LOCATION
Fenton, MI
POSTED
9 days ago
Financial Services | Client Service AssociateLocation: Greater Fenton AreaCompensation: $50,000 to $100,000 | plus incentive compensation
About OpportunityOur client is seeking a detail oriented, customer focused Financial Services Client Service Associate to join its growing wealth management team. This role is ideal for someone who enjoys building client relationships, thrives in a fast-paced environment, and takes pride in delivering exceptional service while supporting Financial Advisors and their clients.The Financial Services Client Service Associate serves as a key member of the team by providing administrative, operational, and client service support while ensuring an outstanding client experience.
Responsibilities
  • Serve as the primary point of contact for prospective and existing clients through phone, email, virtual meetings, mail, and in person interactions.
  • Schedule client meetings and manage advisor calendars.
  • Support Financial Advisors with daily administrative and operational responsibilities.
  • Process client account paperwork, financial transactions, expense reports, and account maintenance requests accurately and efficiently.
  • Open new client accounts and research client and investment information using internal systems.
  • Review all documentation for accuracy and compliance prior to submission and follow through until completed.
  • Prepare client correspondence, reports, presentations, and other supporting documentation.
  • Maintain accurate client records within the CRM system.
  • Assist with seminars, client appreciation events, and marketing initiatives.
  • Enter trade orders at the direction of Financial Advisors, when appropriate.
  • Work collaboratively with internal team members to ensure a seamless client experience.
  • Participate in ongoing training to remain current on industry regulations, firm policies, and best practices.
Qualifications
  • High School Diploma or equivalent required.
  • 1 or more years of experience in financial services, wealth management, banking, brokerage, insurance, mortgage lending, or a related client service environment preferred.
  • Experience supporting Financial Advisors or investment professionals is highly desirable.
  • Strong customer service and relationship building skills.
  • Excellent verbal and written communication skills.
  • Strong organizational skills with exceptional attention to detail.
  • Ability to prioritize multiple tasks and meet deadlines in a fast-paced environment.
  • Proficiency with Microsoft Office, including Excel.
  • Experience in using CRM software or similar client management systems preferred.
Preferred Skills
  • Knowledge of financial markets, investment products, and securities industry practices.
  • Experience processing financial documentation and client account transactions.
  • Ability to research account information and resolve client issues professionally.
  • Self-motivated with the ability to work independently while contributing to a collaborative team environment.
  • High level of professionalism, discretion, and commitment to providing exceptional client service.
This is an outstanding opportunity for an organized and service driven professional looking to build a long-term career within a growing wealth management practice while making a meaningful impact on both clients and advisors.
INDQT

About the Company

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Qualified Staffing

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