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Back Office Operations Associate Jobs in Michigan

MarshBerry

Sales Operations Associate

Grand Rapids, MI · On-site

$100K - $120K/yr

MarshBerry is seeking a Sales Operations Associate , based in one of MarshBerry's office locations. The Sales Operations Associate will help drive MarshBerry's growth strategy by enabling the sales ...

Extreme Loans

Front Office Manager

Southfield, MI · On-site

$19 - $24/hr

In this dual-impact role, you will be the face of our company at the front desk--greeting clients and partners with energy--while managing critical back-office operations. From coordinating licensing ...

FastTek

Operations Associate

Davison, MI · On-site

Operations Associate #1063200 The energy at our company is contagious. We're driven by our immense ... We act responsibly, give back to the communities we serve and have a little fun along the way. We ...

Crowe LLP

Office Associate

Grand Rapids, MI · On-site

$18.25 - $34.25/hr

Key Responsibilities: - Provide administrative support for office operations, including mail ... Associate to maintain office technology and furnishings. - Act as a local safety coordinator and ...

Crowe

Office Associate

Grand Rapids, MI · On-site

$18.25 - $34.25/hr

Key Responsibilities: - Provide administrative support for office operations, including mail ... Associate to maintain office technology and furnishings. - Act as a local safety coordinator and ...

Crowe LLP

Office Associate

Grand Rapids, MI · On-site

$18.25 - $34.25/hr

Key Responsibilities: - Provide administrative support for office operations, including mail ... Associate to maintain office technology and furnishings. - Act as a local safety coordinator and ...

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Back Office Operations Associate information

What cities in Michigan are hiring for Back Office Operations Associate jobs?

Cities in Michigan with the most Back Office Operations Associate job openings:

Client Service & Operations Associate

Bloomfield Hills, MI • On-site

Sanctuary Wealth Group LLC
See more jobs at Sanctuary Wealth Group LLCexternal

$65K - $75K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 7 days ago

Job description

Description

Client Service & Operations Associate

Location: Bloomfield Hills, MI 

Type: Full-Time, In-Office (Monday-Friday)


Join Our Team at Famiglia Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Famiglia Wealth , our approach is rooted in integrity, respect, and collaboration. We're building a team of detail-oriented, execution-driven professionals who take pride in operational excellence and exceptional client service.

This role is ideal for someone who thrives behind the scenes, enjoys structure and process, and wants to grow long-term within an operations-focused career path.


Position Overview - Famiglia Wealth is seeking a Client Service & Operations Specialist to play a vital role in supporting the operational backbone of our firm. You will work closely with the Director of Operations and the broader team to ensure smooth, accurate, and efficient execution of client service and back-office deliverables. This is a detail-driven, execution-oriented role ideal for someone who thrives on organization, precision, and high-touch service.


Your Role & Responsibilities


You will support end-to-end operations that impact client service and firm efficiency, including but not limited to:

  • Manage account openings, transfers, and ongoing maintenance workflows.
  • Accurately process time-sensitive money movements (wires, transfers, etc.).
  • Coordinate with custodians and internal teams to track status and resolve issues.
  • Maintain precise client records in our CRM (Wealthbox experience preferred but not required).
  • Support client communications via phone, email, and in person with professionalism and care.
  • Prepare and process account paperwork and documentation.
  • Assist in client meetings as needed.
  • Identify opportunities to streamline workflows and improve client outcomes.
  • Serve as a trusted operational partner to advisors and internal teams.

Requirements

What We're Looking For

  • 3+ years of experience in wealth management, financial services, RIA operations, or client service.
  • Experience in similar roles such as Client Associate, Operations Coordinator, or Specialist.
  • Familiarity with custodial platforms (Pershing, Schwab, etc.) and CRM systems (Wealthbox a plus).
  • Strong Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
  • Highly organized, detail-oriented, proactive, and able to work independently and with a team.
  • Candidate seeking a long-term opportunity with potential for growth (not into advisory).
  • Nice-to-Have: Securities licenses (Series 7/63/66), but not required.


Why Famiglia?

  • Competitive base salary ($65k-$75k) with potential bonus opportunities
  • Health, dental, vision insurance
  • 401(k)
  • PTO
  • On-the-job training and professional development
  • A culture that values focus during the workday and balance after hours

Apply