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Client Services Specialist Financial Advisors
Job in
Holland, Ottawa County, Michigan, 49423, USA
Listed on 2026-01-14
Listing for:
BBF Wealth
Full Time
position Listed on 2026-01-14
Job specializations:
-
Finance & Banking
Financial Services
Job Description & How to Apply Below
A financial services firm is seeking a Registered Client Service Associate to provide essential administrative support to Financial Advisors and their clients. Responsibilities include processing transactions, preparing reports, and assisting with marketing efforts. The ideal candidate will possess strong communication and organizational skills, with at least a High School diploma and preferably experience in the securities industry. This role requires a proactive approach in a dynamic work environment, ensuring a high level of customer service.
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