Client Service Associate, Wealth Management Support

C2 Private Wealth, LLC.; Novi (MI); On-site; USD 52,000 - 68,000; Full time

Job summary

C2 Private Wealth, LLC. is seeking a Client Service Associate to support Financial Advisors and internal teams by handling client service requests and coordinating account administration. The role emphasizes accuracy, CRM documentation, and proactive client communication.

Responsibilities include onboarding, paperwork processing, and cross-department coordination to ensure timely, compliant service delivery in a fast-paced environment.

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.

Responsibilities

• 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.
• 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.

Skills

High accountability

Client service mindset

Written and verbal communication

CRM familiarity

Education

Bachelor's degree preferred (Finance, Business, or related field)

Tools

CRM systems

Microsoft Office Suite

Job description

C2 Private Wealth, LLC. is seeking a Client Service Associate to support Financial Advisors and internal teams by handling client service requests and coordinating account administration. The role emphasizes accuracy, CRM documentation, and proactive client communication.

Responsibilities include onboarding, paperwork processing, and cross-department coordination to ensure timely, compliant service delivery in a fast-paced environment.