Description Client Service & Operations Associate Location: Bloomfield Hills, MI Type: Full-Time, ... Maintain precise client records in our CRM (Wealthbox experience preferred but not required)
Description Client Service & Operations Associate Location: Bloomfield Hills, MI Type: Full-Time, ... Maintain precise client records in our CRM (Wealthbox experience preferred but not required)
Customer Service/ Operations
Customer Service/ Operations
Japanese Bilingual Customer Service/Operations
Romulus, MI · On-site
$40K - $55K/yr
Manage all aspects of customer service and operations, such as: * Managing and training subcontractors * Driving cargo vans and trucks * Handle customer service function in a manner that presents the ...
Quick apply
Japanese Bilingual Customer Service/Operations
Romulus, MI · On-site
$40K - $55K/yr
Manage all aspects of customer service and operations, such as: * Managing and training subcontractors * Driving cargo vans and trucks * Handle customer service function in a manner that presents the ...
Operations Associate
Lincoln Park, MI · On-site
As a CB2 Operations Associate, you will play a vital role in maintaining an efficient stockroom and ... Customer service experience preferred * Retail experience preferred Euromarket Designs, Inc., which ...
Operations Associate
Lincoln Park, MI · On-site
As a CB2 Operations Associate, you will play a vital role in maintaining an efficient stockroom and ... Customer service experience preferred * Retail experience preferred Euromarket Designs, Inc., which ...
As a CB2 Operations Associate, you will play a vital role in maintaining an efficient stockroom and ... Customer service experience preferred * Retail experience preferred Euromarket Designs, Inc., which ...
As a CB2 Operations Associate, you will play a vital role in maintaining an efficient stockroom and ... Customer service experience preferred * Retail experience preferred Euromarket Designs, Inc., which ...
As a CB2 Operations Associate, you will play a vital role in maintaining an efficient stockroom and ... Customer service experience preferred * Retail experience preferred Euromarket Designs, Inc., which ...
As a CB2 Operations Associate, you will play a vital role in maintaining an efficient stockroom and ... Customer service experience preferred * Retail experience preferred Euromarket Designs, Inc., which ...
Entry Level Operations Assistant
Troy, MI · On-site
We are seeking a highly motivated and detail-oriented Entry Level Operations Assistant to join our ... Customer Support: * Respond to internal and external inquiries in a timely and professional manner.
Quick apply
Entry Level Operations Assistant
Troy, MI · On-site
We are seeking a highly motivated and detail-oriented Entry Level Operations Assistant to join our ... Customer Support: * Respond to internal and external inquiries in a timely and professional manner.
Entry Level Operations Assistant
Troy, MI · On-site
We are seeking a highly motivated and detail-oriented Entry Level Operations Assistant to join our ... Customer Support: * Respond to internal and external inquiries in a timely and professional manner.
Quick apply
Entry Level Operations Assistant
Troy, MI · On-site
We are seeking a highly motivated and detail-oriented Entry Level Operations Assistant to join our ... Customer Support: * Respond to internal and external inquiries in a timely and professional manner.
The Operations Associate will work closely with the Operations & Visual Management team in ... Passion for customer service and delivering exceptional experiences * Self-motivated with a desire ...
The Operations Associate will work closely with the Operations & Visual Management team in ... Passion for customer service and delivering exceptional experiences * Self-motivated with a desire ...
The Operations Associate will work closely with the Operations & Visual Management team in ... Passion for customer service and delivering exceptional experiences * Self-motivated with a desire ...
The Operations Associate will work closely with the Operations & Visual Management team in ... Passion for customer service and delivering exceptional experiences * Self-motivated with a desire ...
The Operations Associate will work closely with the Operations & Visual Management team in ... Passion for customer service and delivering exceptional experiences * Self-motivated with a desire ...
The Operations Associate will work closely with the Operations & Visual Management team in ... Passion for customer service and delivering exceptional experiences * Self-motivated with a desire ...
The Operations Associate will work closely with the Operations & Visual Management team in ... Passion for customer service and delivering exceptional experiences * Self-motivated with a desire ...
The Operations Associate will work closely with the Operations & Visual Management team in ... Passion for customer service and delivering exceptional experiences * Self-motivated with a desire ...
The Operations Associate will work closely with the Operations & Visual Management team in ... Passion for customer service and delivering exceptional experiences * Self-motivated with a desire ...
The Operations Associate will work closely with the Operations & Visual Management team in ... Passion for customer service and delivering exceptional experiences * Self-motivated with a desire ...
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Rochester Hills, MI · On-site
$18 - $20.50/hr
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$18 - $20.50/hr
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Bloomfield, MI · On-site
$18 - $20.50/hr
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Printing & Shipping Operations Associate
$15.75 - $18.75/hr
... for exceptional service? myPay Solutions is looking for a Printing and Shipping Operations ... Associate to oversee all aspects of our printing and shipping operations, ensuring our clients ...
Printing & Shipping Operations Associate
$15.75 - $18.75/hr
... for exceptional service? myPay Solutions is looking for a Printing and Shipping Operations ... Associate to oversee all aspects of our printing and shipping operations, ensuring our clients ...
The Golf Outside Operations Associate is responsible for providing exceptional customer service while managing the day-to-day operations outside the golf shop. This includes greeting and assisting ...
Quick apply
The Golf Outside Operations Associate is responsible for providing exceptional customer service while managing the day-to-day operations outside the golf shop. This includes greeting and assisting ...
Sales Associate - $14/hr to start PLUS commissions! | Charlotte, NC | Value City & American Signa...
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Sales Associate - $14/hr to start PLUS commissions! | Charlotte, NC | Value City & American Signa...
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$13.25 - $18.25/hr
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Sales Associate - $14/hr to start PLUS commissions! | Charlotte, NC | Value City & American Signa...
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Sales Associate - $14/hr to start PLUS commissions! | Charlotte, NC | Value City & American Signa...
Customer Service Associate
$13.50 - $18.50/hr
The Customer Service Associate is responsible for executing all office operations. Some of the functions the Customer Service Associate will perform: * Embodies our values: Adventure Guides, Serve ...
Customer Service Operations Associate information
See Detroit, MI salary details
$9.52 - $13.20
14% of jobs
$16.24 is the 25th percentile. Wages below this are outliers.
$13.20 - $16.87
14% of jobs
The median wage is $20.47 / hr.
$16.87 - $20.55
23% of jobs
$20.55 - $24.23
7% of jobs
$26.83 is the 75th percentile. Wages above this are outliers.
$24.23 - $27.91
24% of jobs
$27.91 - $31.59
4% of jobs
$31.59 - $35.26
4% of jobs
$35.26 - $38.94
3% of jobs
$38.94 - $42.62
3% of jobs
$42.62 - $46.30
2% of jobs
$46.30 - $49.97
1% of jobs
$9
$25
$49
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What does a Customer Service Operations Associate do?
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$65K - $75K/yr
Other
Medical, Dental, Vision, Retirement, PTO
Posted 20 days ago
Job description
Description
Client Service & Operations AssociateLocation: 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