Wealth Management Client Associate #26750

Blue Chip Talent; Birmingham (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

Blue Chip Talent, in partnership with a wealth management organization, is seeking a Client Service Associate to support a two-person financial advisor team with client account administration and money movement.

The role is onsite in Birmingham, MI, direct hire, and requires 3–5+ years in wealth management. You will work with custodians, manage documentation, and maintain CRM data to serve 100+ client relationships.

Qualifications

• 3–5+ years in wealth management or closely related financial services.
• Experience with client account opening, onboarding, transfers and money movement.
• Proficient in reviewing documentation and supporting custodial processes.

Responsibilities

• Open and onboard client accounts with required documentation.
• Process transfers, distributions, wires and other money movements.
• Coordinate with custodians on openings, paperwork, and operations.
• Support financial advisers with day-to-day servicing of 100+ client relationships.
• Review forms for accuracy before submission.
• Maintain client data in CRM and management systems.
• Follow up with custodians and internal teams to resolve requests.

Skills

Wealth management

Client servicing

CRM systems

Account opening

Money movement

Documentation

Attention to detail

Education

Bachelor's degree

Tools

CRM software

Job description

Blue Chip Talent, in partnership with a wealth management organization, is seeking a skilled Client Service Associate. This role is responsible for supporting a financial advisor team of two with client account administration, processing account transactions and transfers, and managing day-to-day operational requests within a wealth management environment.

Location: Birmingham, MI

Work Arrangement: Onsite, Monday-Friday

Employment Type: Direct Hire

Job Duties

• Open and onboard client accounts while completing required documentation
• Process account transfers, distributions, wires, and other money movement requests
• Coordinate directly with investment custodians on account openings, transactions, paperwork, and operational matters
• Support financial advisors with day-to-day servicing of approximately 100+ client relationships
• Research client account questions involving retirement plans, investment accounts, and related financial matters
• Review account forms and documentation for accuracy and completeness before submission
• Maintain accurate client information and activity within CRM and client-management systems
• Follow up with custodians, plan administrators, financial institutions, and internal teams to resolve outstanding requests

Skills & Experience Required

• 3-5+ years of directly relevant experience within wealth management, an RIA, investment advisory, or closely related financial-services environment
• Hands-on experience with client account opening, onboarding, transfers, distributions, money movement, and account documentation
• Experience supporting financial advisors and servicing investment or wealth-management clients
• Working knowledge of investment account operations and custodial processes
• Experience using CRM or electronic client-management systems
• Ability to independently execute wealth-management operational processes with limited foundational training
• Bachelor's degree or equivalent relevant professional experience

Blue Chip Talent is an award-winning and woman-owned talent solutions provider based out of Bloomfield Hills, Michigan. For over 30 years, we've specialized in IT, Engineering, and Professional Services staffing - now serving clients in 37 states and counting. We connect the market's elite talent with top employers, pairing exceptional white-glove service with proven hiring results to drive innovation and fuel growth.

We offer industry-leading benefits options and are proud to be an Equal Opportunity Employer (EOE) that values merit-based recruitment centered around technical ability, skillset, and alignment with our employing partners.