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Wealth Client Services Specialist - Onsite in Ann Arbor

Job in Ann Arbor, Washtenaw County, Michigan, 48113, USA
Listing for: Uniiited
Full Time position
Listed on 2026-02-14
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A wealth management firm in Ann Arbor, MI, is looking for a Client Service Administrator to support daily operations. Responsibilities include managing client account administration, documentation, and service requests, ensuring strong client experience. Ideal candidates will have 3–5+ years in financial services, proficiency in Microsoft Office and CRM systems, and strong organizational and communication skills. This full-time, in-person position offers long-term growth potential.
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