Wealth Associate & VP: Client Relations
Job in
Novi, Oakland County, Michigan, 48377, USA
Listed on 2026-02-14
Listing for:
Kestra Financial
Full Time
position Listed on 2026-02-14
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A leading financial services firm is seeking a Wealth Associate in Novi, Michigan. This role focuses on providing exceptional client service, problem resolution, and ensuring compliance with documentation standards. Candidates should have solid administrative support experience, excellent communication skills, and strong organizational abilities. The position also involves maintaining client information in CRM systems and collaborating with financial Advisors. A High School Diploma or Associate's degree is required, with a preference for a Bachelor's Degree.
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Position Requirements
10+ Years
work experience
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