Client Service Associate/Senior Client Service Associate

Zhang Financial; Bloomfield Hills (MI); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Health Insurance

401(k)

Paid Time Off

Profit-Sharing

Job summary

Zhang Financial is seeking a Client Service Associate or Senior Client Service Associate to serve as a friendly, dependable contact for clients in our Bloomfield Hills office, while ensuring operations stay accurate and timely.

You will open and maintain client accounts, process transfers and money movements, review forms for accuracy, collaborate with custodians and teams, and keep client records compliant.

Qualifications

• Warm, professional communication skills (written and verbal).
• Strong attention to detail and process-driven work.
• Highly organized and dependable with multiple deadlines.
• Bachelor's degree preferred, or equivalent professional experience.

Responsibilities

• Open and maintain client accounts with necessary paperwork.
• Process transfers, rollovers, and money movements accurately.
• Review forms for accuracy and completeness before submission.
• Coordinate with custodians and internal teams to resolve open items.
• Keep client records organized and compliant.

Skills

Communication

Attention to detail

Organization

Multitasking

Education

Bachelor's degree

Equivalent experience

Tools

CRM tools

Custodial platforms

Job description

Zhang Financial is a fee-only wealth management firm serving clients with over $9 billion in assets. We are looking for a Client Service Associate/Senior Client Service Associate for our Bloomfield Hills office to be a friendly, dependable point of contact for our clients while keeping our operations accurate and timely.

What You'll Do

• Accounts: Open and maintain client accounts, including handling all necessary paperwork and documentation.
• Operations: Process transfers, rollovers, and money movement requests accurately and efficiently.
• Accuracy: Review forms for accuracy and completeness prior to submission.
• Collaborate: Coordinate with custodians and internal teams to resolve open items and ensure tasks cross the finish line.
• Compliance: Keep client records organized, up-to-date, and compliant.

What We're Looking For

• Warm, professional communication skills (written and verbal), including a confident and welcoming phone presence.
• Strong attention to detail and comfort navigating process-driven work.
• Highly organized and dependable, with the ability to manage multiple deadlines effectively.
• Bachelor's degree preferred, or equivalent professional experience.
• Experience in financial services, operations, or client service is a plus, but we will train the right person.
• Bonus: Familiarity with custodial platforms (Fidelity, Charles Schwab and/or LPL) and CRM tools.
• Salary: $70,000 – $100,000 base salary, based on experience
• Bonus: Additional performance bonuses depending on experience and performance
• Comprehensive Benefits: Includes Health Insurance, 401(k), Paid Time Off (PTO), and Profit-Sharing.