Client Service Associate

RIA 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 Plan after first year

Pension Plan after first year

Generous PTO Policy

Paid Holidays

Great Work/Life Balance

Monday-Friday Schedule

Job summary

626 Financial in Portage, MI seeks a Client Service Associate to support advisors and clients with accurate, timely service. You will handle account openings, transfers, and admin tasks while maintaining client data in Redtail.

Join a team focused on client satisfaction with a Monday–Friday schedule, Solid benefits including medical, 401(k) match, profit sharing, and PTO. Prior financial services experience and Series 65 feasibility are desired.

Qualifications

• Minimum 3 years in financial services required.
• Ability to obtain Series 65 or already licensed.
• Strong organizational and time-management skills.
• Excellent communication and collaboration abilities.
• Willingness to learn new technology and software.

Responsibilities

• Respond to client requests with timeliness and accuracy.
• Assist Advisors with client meeting prep and follow-up tasks.
• Process account openings, transfers, and other admin tasks.
• Serve as primary point person for custodian LPL.
• Maintain and update client data in Redtail.

Skills

Financial services experience

Series 65

Licensing eligibility

Organizational skills

Communication

Independent work

Tech literacy

Privacy/compliance

Tools

Redtail

LPL

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
• 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 include:

• 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
• We are a team that is always striving to improve our processes and we ask our entire team to help identify areas where we can improve. We want your input to help improve this position to make better and better over time!

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

We are an Equal Opportunity Employer.