Wealth Management CSA — Second-Chair in Client Meetings

Talentwealth; Jackson (MI); On-site; USD 52,000 - 76,000; Full time

Job summary

TalentWealth Recruiting represents a premier independent wealth management client in Jackson, MI seeking an experienced Registered Client Service Associate. You will work closely with Financial Advisors to deliver high-touch client service, manage relationships, and prepare for planning meetings.

The role emphasizes accuracy, CRM proficiency, and the opportunity to participate in client meetings as your experience grows, potentially advancing beyond traditional account administration.

Qualifications

• Experience in client service roles within financial advisory, RIA, or wealth management.
• Strong organizational skills to manage multiple requests, workflows, and deadlines.
• Excellent communication and attention to detail for client interactions.
• Comfortable learning CRM and wealth management technology platforms.
• Willingness to participate in client meetings and grow involvement over time.

Responsibilities

• Serve as the primary contact for clients with proactive, personalized service.
• Collaborate with Financial Advisors to manage client relationships and tasks.
• Prepare for client reviews by gathering data and coordinating materials.
• Attend client meetings and support planning as knowledge grows.
• Track action items and coordinate with custodians and professionals.
• Assist with the financial planning process and data management.
• Handle account openings, transfers, and other service requests.
• Maintain accurate client data in CRM and other platforms.
• Support documentation, compliance, and workflow improvements.

Skills

Client service

Relationship management

Organizational skills

Attention to detail

Proactive mindset

Communication skills

Education

Bachelor's degree preferred

FINRA Series 7 & 66 preferred

Tools

CRM software

Wealth management software

Portfolio/reporting tools

Job description

TalentWealth Recruiting represents a premier independent wealth management client in Jackson, MI seeking an experienced Registered Client Service Associate. You will work closely with Financial Advisors to deliver high-touch client service, manage relationships, and prepare for planning meetings.

The role emphasizes accuracy, CRM proficiency, and the opportunity to participate in client meetings as your experience grows, potentially advancing beyond traditional account administration.