Client Service Associate

Windward Recruiting; Portage (MI); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

401(k) with employer match

Profit sharing after year 1

Pension plan after year 1

Generous PTO & paid holidays

Great work-life balance

Job summary

626 Financial, a growing wealth management firm in Portage, MI, is hiring a Client Service Associate to deliver exceptional service to our clients. You will support Advisors, manage account openings, and maintain client data while coordinating with our custodian, LPL.

The role requires 3 years in financial services, strong organizational skills, and the ability to learn new software. This position offers a Monday–Friday schedule with benefits and potential for growth.

Qualifications

• 3 years of financial services experience.
• Ability to prioritize tasks, problem-solve, and meet deadlines.
• Series 65 or ability to obtain.
• Organization skills and attention to detail.
• Ability to anticipate client and advisor needs.
• Ability to learn and implement new technology and software.
• Strong communication skills and collaborative work style.
• Ability to work independently while managing time.
• Experience with Redtail CRM.

Responsibilities

• Respond to client requests with timeliness and accuracy.
• Assist Advisors with meeting prep and follow-up tasks.
• Process account opening applications, transfer paperwork, money movements and other admin tasks.
• Become primary point person for our custodian – LPL.
• Maintain and update client data in Redtail.

Skills

Financial services experience

Time management

Series 65

Attention to detail

Client focus

Independent work

Tech adaptability

Communication

Compliance

Series 65 preferred

Tools

Redtail

Job description

626 Financial is a growing wealth management firm located in Portage, MI.

We are seeking a Client Service Associate to join our team and assist in providing excellent service to our clients. If you want to join a team that is dedicated to their clients & staff and has created a culture of success, this may be a good fit for you! Find out more about us at 626financial.com.

Compensation

Salary range of $65K-80K, commensurate with relevant experience

Benefits and Perks

• Great Work/Life Balance with a Monday-Friday Schedule
• Medical insurance
• 401(k) with employer match
• Profit Sharing Plan after first year of employment
• Pension Plan after first year of employment
• Generous PTO Policy & Paid Holidays
• Professional, Fun, Motivating Atmosphere

Responsibilities

• Respond to client requests with timeliness and accuracy in mind
• Assist Advisors with client meeting prep and follow-up tasks
• Process account opening applications, transfer paperwork, money movements and/or other various industry specific administrative tasks
• Become primary point person for our custodian – LPL
• Maintain and update client data in Redtail

Requirements

• 3 years of financial services experience
• Ability to prioritize tasks, problem-solve, and meet deadlines
• Series 65 or the ability to obtain
• Organization skills & attention to detail
• Ability to anticipate client and advisor needs
• Ability to work independently while prioritizing projects and managing your time – we do not micromanage
• Ability to learn and implement new technology and software
• Ability to communicate well and work in a collaborative environment
• Ability to follow office processes and policies related to office operations & client privacy
• Series 65 is not required but would be a plus

The Process

Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our recruiting consultant. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance, you will meet with the leadership team. Qualified candidates will be asked to take assessments.

Equal Opportunity

We are an Equal Opportunity Employer.