Client Service 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

We are looking for a Client Service Associate. The Client Service Associate (CSA) plays a critical role in delivering an exceptional client experience at C2 Private Wealth. This position supports Financial Advisors and internal teams by managing client service requests, coordinating account administration, and ensuring operational accuracy across custodial and internal systems.

Responsibilities

• Client Service & Relationship Support
• Serve as a primary point of contact for client service requests
• Prepare and process new account paperwork, transfers, distributions, beneficiary updates, and maintenance forms
• Coordinate follow-ups to ensure timely and accurate completion of requests
• Assist with client onboarding and account setup
• Maintain accurate documentation in CRM and custodial platforms
• Support client meeting preparation, including reports and presentation materials

Operations & Administration

• Monitor account workflows and ensure tasks are completed within service standards
• Reconcile paperwork and confirm account processing accuracy
• Maintain confidentiality and safeguard sensitive client information
• Coordinate with custodians and internal departments (Planning, Compliance, Operations)
• Work closely with Advisors to anticipate client needs
• Communicate proactively regarding pending items or potential issues
• Participate in team meetings and contribute to continuous improvement initiatives
• Support firm-wide projects as needed

Qualifications

• Bachelor’s degree preferred (Finance, Business, or related field)
• 1–3 years of experience in financial services or client service role preferred
• Strong organizational and time-management skills
• High attention to detail and accuracy
• Proficiency in CRM systems and Microsoft Office Suite
• Ability to manage multiple priorities in a fast-paced environment
• Strong written and verbal communication skills