Client Service Associate

YOH Services LLC; Augusta (MI); On-site; USD 42,000 - 65,000; Full time

Job summary

Yoh is seeking a Financial Client Service Associate to support advisors and clients with day-to-day service, scheduling, and account maintenance in a client-facing role.

The ideal candidate will be organized, detail-oriented, and professional, comfortable managing multiple priorities, and able to navigate CRM and MS Office with confidence. This on-site position requires strong communication and problem-solving skills to maintain excellent client service.

Qualifications

• Ability to work on-site Monday through Friday.
• Strong attention to detail and organizational abilities.
• Excellent written and verbal communication skills.
• Working knowledge of Microsoft Office (Word, Excel, Outlook, PowerPoint).
• Ability to quickly learn and navigate CRM and other business systems.
• Strong critical-thinking and problem-solving capabilities.

Responsibilities

• Build and maintain strong relationships with clients via phone, email, and in-person interactions.
• Assist advisors with scheduling, preparing materials, organizing client meetings, and post-meeting follow-up.
• Handle account servicing: new account setup, transfers, beneficiary updates, distributions, address changes, and other client maintenance requests.
• Keep client information and documentation current in internal CRM and account systems.
• Follow FINRA and SEC procedures while maintaining confidentiality of client information.
• Communicate with custodians, investment providers, and external partners to facilitate transactions.
• Support branch administration: documents, mail, client events, newsletters or digital communications.
• Identify opportunities to improve processes and client service.

Skills

On-site work

Attention to detail

Written & verbal communication

MS Office

CRM proficiency

Problem solving

Tools

CRM software

Microsoft Office

Job description

Financial Client Service Associate

We are seeking a Client Service Associate to join a professional financial services team and provide day-to-day support to advisors and their clients. This individual will help manage client requests, maintain account information, coordinate meetings, and assist with the administrative and operational needs of the office.

The successful candidate will be organized, responsive, detail-oriented, and comfortable managing multiple priorities in a client-facing environment. Strong communication skills and a high degree of professionalism are essential.

Key Responsibilities:

• Build and maintain strong relationships with clients by responding to questions, requests, and account-related needs via phone, email, and in-person interactions.
• Assist financial advisors with daily scheduling, including coordinating appointments, preparing materials, organizing client meetings, and completing post-meeting follow-up.
• Handle a variety of account servicing activities, including new account setup, account transfers, beneficiary updates, required minimum distributions, address changes, and other client maintenance requests.
• Keep client information and documentation current and accurate within internal CRM and account systems.
• Follow established operational and regulatory procedures, including applicable FINRA and SEC requirements, while maintaining strict confidentiality of client and account information.
• Communicate with third-party custodians, investment providers, financial institutions, and other external partners to facilitate transactions and resolve account-related issues.
• Assist with general branch administration, including preparing documents, coordinating mail and correspondence, supporting client events and educational sessions, and assisting with newsletters or digital communications.
• Contribute to a positive office environment by identifying opportunities to improve processes, enhance client service, and support the broader team.

Ideal Candidate:

We are looking for someone who takes ownership, works well with others, and genuinely enjoys helping people. The ideal candidate is comfortable in a fast-paced environment, approaches challenges with a solutions-oriented mindset, and consistently follows through on commitments.

Strong candidates will demonstrate sound judgment, integrity, adaptability, and a willingness to learn. We value individuals who take pride in their work, look for ways to improve the client experience, and contribute positively to a collaborative team environment.

Qualifications:

• Ability to work on-site Monday through Friday.
• Strong attention to detail and organizational abilities.
• Excellent written and verbal communication skills.
• Working knowledge of Microsoft Office, including Word, Excel, Outlook, and PowerPoint.
• Ability to quickly learn and effectively navigate CRM and other business systems.
• Strong critical-thinking and problem-solving capabilities.