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Client Services Associate Financial Planning
Job in
Novi, Oakland County, Michigan, 48377, USA
Listed on 2026-01-11
Listing for:
Edelman Financial Engines, LLC
Full Time
position Listed on 2026-01-11
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
A leading financial advisory firm in Novi, Michigan is seeking a Client Services professional to deliver exceptional customer service while supporting financial planners. The role involves coordinating meetings, supervising accounts, and ensuring compliance. Candidates should have financial services experience and effective communication skills. The expected salary range is $50,000 - $65,000, with additional benefits available.
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Position Requirements
10+ Years
work experience
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