Wealth Management Client Service Associate (Series 7 & 66
Job in
Fenton, Genesee County, Michigan, 48430, USA
Listed on 2026-08-23
Listing for:
Qualified Professional & Technical
Full Time
position Listed on 2026-08-23
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator, Financial Services
Job Description & How to Apply Below
Qualified Professional & Technical in Michigan is seeking a detail oriented Financial Services Client Service Associate to support Financial Advisors and their clients, delivering exceptional service in a fast-paced wealth management environment.
You will act as the primary contact for clients, handle administrative tasks, open accounts, process paperwork, and help coordinate meetings and client communications while maintaining accurate records.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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