Registered Client Service Associate

Talentwealth; Jackson (MI); On-site; USD 52,000 - 76,000; Full time

Job summary

TalentWealth Recruiting represents a premier independent wealth management client in Jackson, MI seeking an experienced Registered Client Service Associate. You will work closely with Financial Advisors to deliver high-touch client service, manage relationships, and prepare for planning meetings.

The role emphasizes accuracy, CRM proficiency, and the opportunity to participate in client meetings as your experience grows, potentially advancing beyond traditional account administration.

Qualifications

• Experience in client service roles within financial advisory, RIA, or wealth management.
• Strong organizational skills to manage multiple requests, workflows, and deadlines.
• Excellent communication and attention to detail for client interactions.
• Comfortable learning CRM and wealth management technology platforms.
• Willingness to participate in client meetings and grow involvement over time.

Responsibilities

• Serve as the primary contact for clients with proactive, personalized service.
• Collaborate with Financial Advisors to manage client relationships and tasks.
• Prepare for client reviews by gathering data and coordinating materials.
• Attend client meetings and support planning as knowledge grows.
• Track action items and coordinate with custodians and professionals.
• Assist with the financial planning process and data management.
• Handle account openings, transfers, and other service requests.
• Maintain accurate client data in CRM and other platforms.
• Support documentation, compliance, and workflow improvements.

Skills

Client service

Relationship management

Organizational skills

Attention to detail

Proactive mindset

Communication skills

Education

Bachelor's degree preferred

FINRA Series 7 & 66 preferred

Tools

CRM software

Wealth management software

Portfolio/reporting tools

Job description

At TalentWealth Recruiting, we partner with premier independent wealth management firms across the country to connect exceptional professionals with outstanding career opportunities.

Our client, an established and highly respected independent wealth management firm in Jackson, MI, manages more than $700 million in client assets and is seeking an experienced Registered Client Service Associate to join its growing team.

This is an excellent opportunity for an experienced wealth management professional who enjoys building relationships with clients and wants a role that extends beyond traditional account administration. The person hired will work closely with Financial Advisors and clients throughout the wealth management process, with the opportunity to eventually participate in client meetings in a second-chair capacity.

What You'll Do

• Serve as a primary point of contact for clients, providing responsive, proactive, and highly personalized service.
• Partner closely with Financial Advisors to manage client relationships and ensure follow-up items are completed accurately and on time.
• Prepare for client review and planning meetings by gathering account information, updating client data, preparing reports, and coordinating meeting materials.
• Participate in client meetings as experience and knowledge of the firm's clients grow, with the opportunity to eventually serve in a second-chair capacity alongside the Financial Advisor.
• Track and execute action items resulting from client meetings, coordinating with advisors, clients, custodians, and other professionals as needed.
• Assist with the financial planning process, including gathering client information, maintaining accurate data, and updating financial planning software.
• Handle account opening, maintenance, transfers, distributions, contributions, beneficiary changes, money movement, and other client service requests.
• Coordinate with custodians and other third-party providers to resolve client service and operational issues.
• Maintain accurate and complete client information within the firm's CRM and other technology platforms.
• Proactively manage workflows, deadlines, and outstanding client requests to ensure nothing falls through the cracks.
• Assist with required documentation and help ensure client records remain current and compliant with firm and industry requirements.
• For appropriately licensed individuals, assist with trade-related requests and other activities permitted by the individual's registrations and firm procedures.
• Identify opportunities to improve client service processes, workflows, and the overall client experience.
• Collaborate with other members of the team and provide support across the practice as needed.

What We're Looking For

• Previous experience in a Client Service Associate, Registered Client Service Associate, Wealth Management Associate, or similar role within a financial advisory, RIA, or wealth management environment.
• Strong understanding of investment accounts, financial products, and the day-to-day service needs of wealth management clients.
• Excellent organizational skills with the ability to manage multiple client requests, workflows, and deadlines simultaneously.
• A proactive mindset - you anticipate what clients and advisors will need rather than simply waiting for instructions.
• Strong attention to detail and commitment to accuracy.
• Excellent written and verbal communication skills and the confidence to interact directly with clients.
• Professional presence and an interest in becoming increasingly involved in client relationships and meetings.
• Comfortable learning and working across CRM, financial planning, portfolio reporting, custodian, and other wealth management technology platforms.
• Ability to work both independently and collaboratively as part of a team.

Education & Licensing

• Bachelor's degree preferred, but relevant industry experience will be strongly considered.
• FINRA Series 7 and 66 preferred, but not required.
• Experienced wealth management candidates who do not currently hold the Series 7 and 66 are encouraged to apply.
• This position is particularly well suited for someone who enjoys the client service and relationship side of wealth management and wants the opportunity to become more involved in the planning and client meeting process over time.