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Client Services Associate — Financial Advisory

Job in Auburn Hills, Oakland County, Michigan, 48326, USA
Listing for: BBF Wealth
Full Time position
Listed on 2026-01-14
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Job Description & How to Apply Below
Position: Client Services Associate — Financial Advisory Support
A financial services company is seeking a Registered Client Service Associate in Auburn Hills, Michigan. The role involves providing high-quality administrative support to Financial Advisors and clients, handling inquiries, onboarding clients, and ensuring compliance with industry standards. The ideal candidate will have strong communication skills, attention to detail, and experience in the securities industry. Required qualifications include a High School Diploma and relevant licenses such as Series 7 and SIE.

This position offers an opportunity to grow within the financial services sector.
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Position Requirements
10+ Years work experience
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