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Wealth Advisory Client Service Associate; On-Site

Job in Chelsea, Washtenaw County, Michigan, 48118, USA
Listing for: Bison Wealth Planners | Raymond James
Full Time position
Listed on 2026-01-22
Job specializations:
  • Finance & Banking
    Financial Advisor, Financial Services, Business Administration, Financial Consultant
  • Business
    Financial Advisor, Business Administration
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Advisory Client Service Associate (On-Site)
Location: Chelsea

A financial advisory firm in Chelsea, MI is looking for a full-time Client Service Associate. The role involves supporting client relationships and office administration in a professional environment. Candidates should possess strong client service skills, excellent communication abilities, and a detail-oriented approach. An associate or bachelor's degree in business or finance is preferred. This is an on-site position requiring collaboration with a financial advisor, emphasizing reliability and accountability.
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Position Requirements
10+ Years work experience
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