Financial Client Service Associate, Part-Time

MKD Wealth | Troy, Michigan (Hybrid or Remote – Eastern Time Zone)

MKD Wealth is a privately held wealth management firm serving business owners, corporate executives, and high-net-worth families. We are seeking a part-time Financial Client Service Associate (CSA) to support our Wealth Advisors and operations team with accurate, timely, and detail-oriented client service execution.

This position is part-time (approximately 20-30 hours per week). We prefer a candidate local to the Troy, Michigan area, but will consider a fully remote candidate located within the Eastern time zone.

• Assist Wealth Advisors with servicing new and existing clients via phone and email
• Prepare and process account paperwork, asset transfers, and money movement requests
• Ensure service requests are completed accurately and in accordance with firm procedures
• Maintain complete and accurate client records within CRM and portfolio systems
• Perform standard billing calculations and account maintenance tasks
• Coordinate with custodians and third-party vendors as needed
• Proactively manage follow-ups to ensure timely completion of all action items
• Follow established workflows and procedures consistently
• Identify discrepancies or errors and elevate appropriately
• Assist with operational projects or periodic administrative initiatives as assigned

• Bachelor’s degree or comparable industry experience
• 2+ years of experience in an RIA or regulated financial services firm preferred
• Strong attention to detail and a high standard for accuracy
• Excellent written, verbal, and interpersonal communication skills
• Proficiency with spreadsheets, CRM systems, and financial services software (experience with Redtail, Black Diamond, Fidelity Wealthscape, or similar systems is a plus)
• Ability to manage multiple priorities while meeting deadlines
• Demonstrated discretion when handling confidential or sensitive information

• Competitive salary and performance-based quarterly bonuses
• 401(k) plan with company match
• Paid time off and NYSE market holidays
• A company culture dedicated to maintaining work-life balance with a hybrid work model
• Collaborative and supportive work environment with opportunities for career growth