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Client Service Associate – Financial Accounts & Onboarding

Job in Holland, Ottawa County, Michigan, 49423, USA
Listing for: Fwainvest
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR
Job Description & How to Apply Below

Fwainvest in Holland, Michigan is looking for a Registered Client Service Associate to provide top-notch administrative support to financial advisors and their clients.

The role requires effective communication skills across various platforms and strong organizational abilities. Ideal candidates will have experience in the securities industry, specifically with investment concepts and CRM software.

The position includes benefits such as medical and retirement savings, fostering a people-first culture where uniqueness is valued.

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Position Requirements
10+ Years work experience
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