UHNW Wealth Client Services Associate - Remote

Coda Search│Staffing; Michigan; On-site; USD 85,000 - 110,000; Full time

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

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