Client Services Associate (Michigan or Remote)

Coda Search│Staffing

Michigan

On-site

USD 85,000 - 110,000

Full time

14 days+

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Benefits offered by this job

Medical insurance

Vision insurance

401(k)

Job summary

A wealth management firm in Michigan is seeking a Client Services Associate to support financial advisors and UHNW clients. The role involves extensive client interaction, operational support, and managing complex investment accounts. The ideal candidate has at least five years of experience in wealth management operations and exceptional client service skills.

Qualifications

Five years of experience in client service within wealth management.
Experience with Fiduciary and Pershing custodial platforms.
Familiarity with alternative investments.

Responsibilities

Serve as primary contact for clients regarding administrative and operational needs.
Support financial advisors in client management including onboarding and maintenance.
Maintain accurate client records in CRM and portfolio management systems.

Skills

Client Service Skills

Problem Solving

Attention to Detail

Communication

Education

Bachelor’s degree in Finance, Business, or related field

Tools

Microsoft Office Suite

CRM/portfolio systems

Job description

Client Services Associate (Michigan or Remote)

3 days ago Be among the first 25 applicants

This range is provided by Coda Search│Staffing. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$85,000.00/yr - $110,000.00/yr

Our client, a legacy and rapidly growing wealth management firm specialized with UHNW clients, is seeking to add a Client Services Associate to their team. The firm manages approximately $2 billion in assets and offers a sophisticated investment platform with a strong focus on alternative investments.

The ten-person team is based out of Michigan, but they will accommodate a fully-remote employee for this position.

Position Overview

The Client Service Associate (CSA) will play a critical role in supporting financial advisors and their clients. This position requires deep experience in wealth management operations, exceptional client service skills, and a proactive approach to problem-solving. The ideal candidate will be seasoned, detail-oriented, and comfortable working in a fast-paced, dynamic environment supporting UHNW clients.

Key Responsibilities

Serve as a primary point of contact for clients regarding administrative and operational needs, ensuring an exceptional service experience.
Support financial advisors directly in day-to-day client management, including onboarding, ongoing account maintenance, and responding to client inquiries.
Open and maintain a variety of client accounts (brokerage, retirement, trust) and process transactions such as wires, transfers, contributions, and distributions.
Work with primary custodians (Fidelity and Pershing) to execute and oversee account activities accurately and efficiently.
Prepare performance reports, investment summaries, and meeting materials for client reviews.
Manage client documentation, ensuring compliance with regulatory standards and internal policies.
Maintain accurate and up-to-date client records in CRM and portfolio management systems.
Coordinate closely with internal teams, including investment operations and compliance, to resolve issues and support client requests.
Assist with complex asset transfers and support clients through alternative investment processes.
Collaborate with other CSAs and advisors to continually improve service delivery and operational workflows.

Qualifications

Minimum of 5 years of experience in a client service or operations role within wealth management, with a strong preference for experience supporting UHNW clients.
Direct experience working with financial advisors and their clients; ability to build trusted relationships.
Experience with custodial platforms, specifically Pershing and Fidelity, is required.
Familiarity with alternative investments and complex investment structures strongly preferred.
Bachelor’s degree in Finance, Business, or related field preferred.
Excellent organizational skills and keen attention to detail; ability to manage multiple priorities and meet deadlines.
Strong verbal and written communication skills; professional and polished client-facing presence.
High level of integrity, discretion, and commitment to maintaining confidentiality.
Proficiency with Microsoft Office Suite and CRM/portfolio systems.

Seniority level