Skip to Main Content

Senior Client Service Associate

Investment Advisory Firm
Novi, MI
  • Expired: over a month ago. Applications are no longer accepted.
Job Description

Novi-based Registered Investment Advisory Firm seeks dynamic self-starter, detail-oriented individual looking for a fast-paced, challenging and highly rewarding work environment. This position has the potential for growth and advancement. We love what we do and think you will too! Opportunity to make an impact with Wealth Management Clients and Retirement Plan Participants. You must love to talk to clients and prospects and have a background in financial services.


  • Manage current client relationships
  • Provide education and solutions to clients as you leverage the resources of our team of professionals
  • Support Financial Advisors to schedule and follow up on client meetings
  • Assist Financial Advisors with service and operational related activities
  • May also perform various administrative functions for the team
  • Anticipates and proactively seeks resolutions to client and business-related issues
  • Assist Relationship Manager and/or Senior Client Service Manager with targeted education campaigns to increase participation and deferral rates for Retirement Plan Participants
  • Opportunity to talk with a variety of clients and prospects while instilling confidence in our services
  • First point of contact for clients and prospects
  • Work closely with operations to ensure client requests are achieved efficiently
  • Interact with other departments to support and develop ongoing service processes


  • Experience in financial services
  • Deep commitment to client satisfaction
  • Strong desire to build interpersonal relationships with clients, prospects, and business partners
  • Ability to adapt to a rapidly changing business and technology environment
  • Excellent interpersonal skills, including written and verbal communication
  • Ability to thrive in a fast-paced, collaborative environment
  • Exceptional problem-solving skills
  • Effective organizational, multi-tasking and prioritizing skills
  • Ability to multitask while maintaining high degree of accuracy and attention to detail
  • Ability to maintain confidentiality with the highest ethical standards
  • Proficient with Microsoft Office and ability to learn proprietary software
  • Bachelor’s Degree preferred
Company Description
As an independent firm, our business is structured so that we can offer investment services that meet the needs of our clients without obligations to outside corporate interests. As trusted fiduciaries, we are committed to keeping our clients as our first priority. We value trust, transparency and integrity. Those values guide everything we do. Our passion to work hard and serve others benefits corporate and individual clients all over the United States.

Investment Advisory Firm


Novi, MI