Wealth Management Client Services Specialist

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 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.