Wealth Management Client Service Associate

Lead Advisor; Southfield Township (MI); On-site; USD 55,000 - 75,000; Full time

Job summary

Lead Advisor seeks a Client Service Associate for a fast-growing RIA in Bingham Farms, Michigan. The CSA delivers an exceptional client experience and oversees daily administrative functions, account operations, and high-touch service requests.

The role requires strong attention to detail, excellent communication, and knowledge of financial operations and compliance standards. Put to work in a collaborative, client-focused environment.

Qualifications

• Education: Bachelor’s degree in Finance, Business Admin, Economics, or a related field.
• Experience: 2–4 years in financial services, wealth management, private banking, or brokerage ops.
• Strong communication and confidentiality in handling sensitive financial data.

Responsibilities

• Act as the primary administrative contact for clients and inquiries about accounts and transactions.
• Onboard high-net-worth clients, gather documentation, and coordinate funding.
• Prepare materials for client reviews, portfolio evaluations, and planning sessions.
• Maintain client records in the CRM system with accuracy and completeness.
• Coordinate with Custodian Ops, Compliance, Planning, and Trading to streamline processes.
• Ensure client authorization procedures and regulatory disclosures are followed.

Skills

CRM platforms

Microsoft Office

Executive communication

Integrity

Operational planning

Education

Bachelor’s degree in Finance or related field

Job description

Lead Advisor seeks a Client Service Associate for a fast-growing RIA in Bingham Farms, Michigan. The CSA delivers an exceptional client experience and oversees daily administrative functions, account operations, and high-touch service requests.

The role requires strong attention to detail, excellent communication, and knowledge of financial operations and compliance standards. Put to work in a collaborative, client-focused environment.