Wealth Client Service Associate — Growth & Impact

RIA Recruiting; Portage (MI); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Medical insurance

401(k) with employer match

Profit Sharing Plan after first year

Pension Plan after first year

Generous PTO Policy

Paid Holidays

Great Work/Life Balance

Monday-Friday Schedule

Job summary

626 Financial in Portage, MI seeks a Client Service Associate to support advisors and clients with accurate, timely service. You will handle account openings, transfers, and admin tasks while maintaining client data in Redtail.

Join a team focused on client satisfaction with a Monday–Friday schedule, Solid benefits including medical, 401(k) match, profit sharing, and PTO. Prior financial services experience and Series 65 feasibility are desired.

Qualifications

• Minimum 3 years in financial services required.
• Ability to obtain Series 65 or already licensed.
• Strong organizational and time-management skills.
• Excellent communication and collaboration abilities.
• Willingness to learn new technology and software.

Responsibilities

• Respond to client requests with timeliness and accuracy.
• Assist Advisors with client meeting prep and follow-up tasks.
• Process account openings, transfers, and other admin tasks.
• Serve as primary point person for custodian LPL.
• Maintain and update client data in Redtail.

Skills

Financial services experience

Series 65

Licensing eligibility

Organizational skills

Communication

Independent work

Tech literacy

Privacy/compliance

Tools

Redtail

LPL

Job description

626 Financial in Portage, MI seeks a Client Service Associate to support advisors and clients with accurate, timely service. You will handle account openings, transfers, and admin tasks while maintaining client data in Redtail.

Join a team focused on client satisfaction with a Monday–Friday schedule, Solid benefits including medical, 401(k) match, profit sharing, and PTO. Prior financial services experience and Series 65 feasibility are desired.