Client Experience & Onboarding Associate

C2 Private Wealth, LLC.; Novi (MI); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial services firm in Novi, Michigan is seeking a Client Service Associate to deliver exceptional client experiences. The role involves managing client service requests, coordinating account administration, and maintaining operational accuracy. The ideal candidate will have a bachelor's degree in a related field, with 1-3 years of experience in financial services. Proficiency in CRM and Microsoft Office is essential, along with strong organizational and communication skills. This position offers a dynamic work environment.

Qualifications

• 1-3 years of experience in financial services or client service role preferred.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Serve as a primary point of contact for client service requests.
• Prepare and process new account paperwork and maintenance forms.
• Assist with client onboarding and account setup.

Skills

Organizational skills

Time-management skills

Attention to detail

CRM systems proficiency

Microsoft Office Suite proficiency

Communication skills

Education

Bachelor's degree in Finance, Business, or related field

Job description

A financial services firm in Novi, Michigan is seeking a Client Service Associate to deliver exceptional client experiences. The role involves managing client service requests, coordinating account administration, and maintaining operational accuracy. The ideal candidate will have a bachelor's degree in a related field, with 1-3 years of experience in financial services. Proficiency in CRM and Microsoft Office is essential, along with strong organizational and communication skills. This position offers a dynamic work environment.