Client Services Associate — Financial Advisory Support

Dormont Manufacturing Co; Grand Rapids (MI); On-site; USD 28,413 - 40,467; Part time

Benefits offered by this job

Health, dental, and vision insurance

401(k) savings plan with 4% match

Flexible PTO policy

Parental Leave

Financial assistance for education

Commuter benefits

Job summary

Dormont Manufacturing Co is seeking a part-time Client Service Associate to support clients and advisors by executing administrative tasks and managing client requests.

The successful candidate will assist with account openings, schedule meetings, and maintain CRM data accuracy. Candidates should have a Bachelor’s degree and 1-3 years of experience, along with strong communication and organizational skills. A variety of health benefits and a flexible PTO policy are offered.

Qualifications

• 1-3 years of experience in a related field.
• Ability to thrive in a team-based, collaborative environment.
• Strong adherence to compliance policies and procedures.

Responsibilities

• Assist clients and advisors with administrative tasks.
• Process account openings and handle client requests.
• Schedule client meetings and prepare necessary documents.

Skills

Strong communication skills

Organizational skills

Time management skills

Ability to work in a team

Adaptability in a fast-paced environment

Education

Bachelor’s degree

Job description

Dormont Manufacturing Co is seeking a part-time Client Service Associate to support clients and advisors by executing administrative tasks and managing client requests.

The successful candidate will assist with account openings, schedule meetings, and maintain CRM data accuracy. Candidates should have a Bachelor’s degree and 1-3 years of experience, along with strong communication and organizational skills. A variety of health benefits and a flexible PTO policy are offered.