Client Services Specialist - Financial Advisory
Job in
Birmingham, Oakland County, Michigan, 48012, USA
Listed on 2026-02-06
Listing for:
BBF Wealth
Full Time
position Listed on 2026-02-06
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A leading financial services firm in Michigan is seeking a Registered Client Service Associate. The role involves essential administrative support to Financial Advisors and their clients. Candidates should have strong communication skills, the ability to manage multiple tasks in a fast-paced environment, and proficiency in CRM software and Excel. A High School Diploma or equivalent is required along with a year of relevant experience.
This position emphasizes a commitment to customer service and teamwork.
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