Client Services & Operations Specialist - Financial Advisory
Job in
Clarkston, Oakland County, Michigan, 48347, USA
Listed on 2026-01-12
Listing for:
Daniel Krug & Associates
Full Time
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor, Financial Analyst, Accounting & Finance -
Business
Financial Advisor, Financial Analyst
Job Description & How to Apply Below
A financial advisory firm in Clarkston, MI, is seeking a full-time Operations Assistant. This role is pivotal for maintaining client relationships by supporting a Financial Advisor in account management, entering trade requests, and addressing client inquiries. The ideal candidate has at least 3 years of experience in a financial advisory environment and strong MS Office proficiency. The position emphasizes proactive communication and collaboration with team members to enhance client experiences and monitor financial progress.
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