Client Service Associate

Lead Advisor; Southfield Township (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

Lead Advisor seeks a Client Service Associate for a fast-growing RIA in Bingham Farms, Michigan. The CSA delivers an exceptional client experience and oversees daily administrative functions, account operations, and high-touch service requests.

The role requires strong attention to detail, excellent communication, and knowledge of financial operations and compliance standards. Put to work in a collaborative, client-focused environment.

Qualifications

• Education: Bachelor’s degree in Finance, Business Admin, Economics, or a related field.
• Experience: 2–4 years in financial services, wealth management, private banking, or brokerage ops.
• Strong communication and confidentiality in handling sensitive financial data.

Responsibilities

• Act as the primary administrative contact for clients and inquiries about accounts and transactions.
• Onboard high-net-worth clients, gather documentation, and coordinate funding.
• Prepare materials for client reviews, portfolio evaluations, and planning sessions.
• Maintain client records in the CRM system with accuracy and completeness.
• Coordinate with Custodian Ops, Compliance, Planning, and Trading to streamline processes.
• Ensure client authorization procedures and regulatory disclosures are followed.

Skills

CRM platforms

Microsoft Office

Executive communication

Integrity

Operational planning

Education

Bachelor’s degree in Finance or related field

Job description

Lead Advisor is a wealth management recruiting and consulting firm. This role is for one of our clients a fast growing RIA in Bingham Farms, Michigan.

The Client Service Associate (CSA) plays a vital role in delivering an exceptional client experience and maintaining operational excellence. The CSA serves as a primary point of contact for high-net-worth (HNW) clients, managing daily administrative functions, account operations, and high-touch service requests. The ideal candidate exhibits strong attention to detail, excellent communication skills, and a comprehensive understanding of financial operations and compliance standards.

Responsibilities

Client Relationship & Service Management

• Act as the primary administrative contact for clients, providing prompt, professional, and courteous resolution to inquiries regarding accounts, statements, and transactions.
• Facilitate seamless onboarding for new high-net-worth clients, including complex account opening, documentation gathering, and account funding.
• Coordinate and prepare materials for regular client review meetings, portfolio evaluations, and financial planning sessions.
• Maintain comprehensive and accurate client records within the Firm’s Customer Relationship Management (CRM) system.

Operational & Transactional Execution

• Process complex operational transactions, including wire transfers, ACH payments, account transfers (ACATS), check requests, and security disbursements, ensuring strict adherence to internal controls.
• Monitor daily account activity, cash balances, trade settlements, and corporate actions to ensure accurate execution.
• Identify, investigate, and resolve account discrepancies or operational exceptions in a timely manner.
• Coordinate with internal departments (Custodian Operations, Compliance, Financial Planning, and Trading) to streamline workflow processes.

Compliance & Risk Management

• Execute necessary client authorization procedures for sensitive transactions and account modifications.
• Maintain systematic oversight of required client documentation and regulatory disclosures.

Qualifications

• Education: Bachelor’s degree in Finance, Business Administration, Economics, or a related field preferred.
• Experience: Minimum of 2–4 years of experience in financial services, ideally within wealth management, private banking, or brokerage operations.

Required Skills

• Technical Proficiency: Advanced knowledge of wealth management CRM platforms and Microsoft Office Suite (Excel, PowerPoint, Word).
• Communication: Exceptional verbal and written communication skills, with a refined executive presence suitable for engaging with affluent clientele.
• Operational Acumen: Strong organizational skills with proven ability to prioritize task execution under tight deadlines.
• Integrity: Highest degree of discretion and confidentiality when handling sensitive financial information.