Client Services Associate

Position Information

Job Title: Client Services Associate

Salary: Competitive Pay Based on Experience and Credentials

Department: Client Service  

Location: Farmington Hills, MI – Home Office

Employment Status: Full-Time

Position Summary

We are seeking a detail-oriented Client Service Team Member to support financial advisors and internal teams by managing service requests through the firm's ticketing system. This role is responsible for generating and processing client paperwork, coordinating account maintenance requests, maintaining accurate records, and ensuring timely completion of tasks in accordance with firm policies and compliance standards. The ideal candidate is organized, client-focused, and able to manage multiple priorities while delivering exce...