Client Relationship Associate

Retirement & Wealth Strategies; Farmington Hills (MI); On-site; USD 42,000 - 60,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k) match

Paid time off

Paid holidays

Gym credit

Education support

Job summary

Retirement & Wealth Strategies in Farmington Hills, MI is seeking a dedicated Admin to join our Administration Team. This long-term, full-time in-office role focuses on front desk support, office coordination, and workflow tasks that keep our advisory practice running smoothly.

Ideal candidates have 2–5 years of administrative or financial services experience, strong communication, and proficiency with Microsoft Office.

Qualifications

• 2–5 years of administrative, office support, or financial services experience.
• Strong attention to detail and ability to work independently.
• Excellent communication and multitasking skills.
• Proficiency with Microsoft Office Suite and client confidentiality.

Responsibilities

• Front desk support: greet visitors, answer and route phone calls, manage scheduling and calendar requests.
• Office coordination: handle mailings, filing, scanning, maintain a clean and organized desk and office area.
• Workflow support: work within a ticketing system to fulfill admin tasks for advisors and teams.
• Prepare correspondence, reports, presentations, and meeting materials; generate routine reports.

Skills

Microsoft Office

Customer service

Attention to detail

Communication

Education

Associate degree or equivalent

Tools

Word

Excel

Outlook

Job description

Salary: Competitive Pay Based on Experience & Credentials

Department: Administration

Location: Farmington Hills, MI – Home Office

Employment Status: Full-Time

Position Summary

We are seeking a dedicated, career-oriented Admin to join our Administration Team. This is a long-term, full-time in-office role—ideal for someone who takes pride in administrative work and is not looking to transition into other roles.

About Retirement & Wealth Strategies

Retirement & Wealth Strategies (RWS) is an independent financial services firm dedicated to helping individuals, families, and businesses Build, Protect, and Enjoy their financial future.

Our team is guided by five core values:

• Integrity
• Care
• Proactive

We strive to help families live intentionally with Peace of mind and financial confidence.

• Front desk support: Greet visitors, answer and route phone calls, manage scheduling and calendar requests
• Office coordination: Handle mailings, birthday cards, filing, scanning, maintain a clean and organized desk and office area
• Workflow support: Work within a ticketing system to fulfill company-wide admin tasks route by advisors and other teams
• Professionalism: Uphold a high standard of workplace appearance, dress code and decorum
• Prepare correspondence, reports, presentations, and meeting materials
• Generate routine reports and maintain spreadsheets
• Additional duties and special projects as assigned by management.

Qualifications

• 2–5 years of administrative, office support, customer service, or financial services experience
• Strong attention to detail and ability to work independently
• Excellent communication and multitasking skills
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook)
• Familiarity with handling client’s confidential information
• Dependability, punctuality, and a strong work ethic

Knowledge, Skills & Abilities

The ideal candidate will demonstrate:

• Strong organizational skills
• Excellent verbal and written communication
• Ability to prioritize multiple responsibilities
• Strong attention to detail
• Ability to work independently and collaboratively
• Proficiency with business technology and software platforms
• Commitment to client service and professionalism
• Health, Vision, Dental Insurance covered 100%
• 401(k) match of 4%
• PTO and paid holidays
• Monthly gym credit
• Support of continued education

This position operates in a professional office environment and may occasionally require training attendance, office upkeep, or participation in company events.

Why Join Retirement & Wealth Strategies

At Retirement & Wealth Strategies, we believe our people are our greatest asset. Team members have the opportunity to work alongside experienced professionals, contribute to meaningful initiatives, and grow their careers in an organization built on trust, education, and relationships.