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Client Services Specialist Financial Advisors
Job in
Auburn Hills, Oakland County, Michigan, 48326, USA
Listed on 2026-03-01
Listing for:
BBF Wealth
Full Time
position Listed on 2026-03-01
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A leading financial services firm in Auburn Hills is looking for a motivated Client Service Associate to provide critical administrative support to financial advisors and clients. The ideal candidate will possess strong communication skills and the ability to handle multiple tasks in a fast-paced environment. Responsibilities include managing client accounts, processing financial transactions, and preparing reports. Prior experience in the securities industry is preferred, along with proficiency in CRM software and Excel.
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