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Client Services Specialist Financial Advisors
Job in
Gaylord, Otsego County, Michigan, 49735, USA
Listed on 2026-02-20
Listing for:
BBF Wealth
Full Time
position Listed on 2026-02-20
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
Job Description & How to Apply Below
A prominent financial services firm in Michigan is seeking a Client Service Associate to provide essential administrative support to Financial Advisors and their clients. This role demands strong communication skills across various platforms and the ability to manage multiple tasks in a dynamic environment. The ideal candidate has a High School diploma and experience in the securities industry, and will assist with client accounts, documentation, and marketing efforts.
Join a firm that values your growth and encourages professional development.
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