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Client Experience Specialist – Financial Planning
Job in
Dearborn, Wayne County, Michigan, 48120, USA
Listed on 2026-06-09
Listing for:
Fwainvest
Full Time
position Listed on 2026-06-09
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
Fwainvest is seeking a highly organized Client Service Associate in Michigan to support independent financial advisors. This role is pivotal in delivering exceptional client service through effective communication and coordination.
The ideal candidate will have a strong background in the financial services industry and exceptional administrative skills. Responsibilities include managing client inquiries, processing accounts, and maintaining accurate records.
Benefits include medical, retirement, PTO, and more.
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