Wealth Operations & Client Service Specialist
Job in
Bloomfield Hills, Oakland County, Michigan, 48302, USA
Listed on 2026-02-07
Listing for:
Sanctuary Wealth
Full Time
position Listed on 2026-02-07
Job specializations:
-
Finance & Banking
-
Customer Service/HelpDesk
Job Description & How to Apply Below
A wealth management firm in Bloomfield Hills, MI, is seeking a Client Service & Operations Associate to support operational processes and client service. Candidates should possess 3+ years of experience in wealth management or financial services, demonstrating strong organizational skills and proficiency in Microsoft Office. The role involves managing account workflows, processing financial transactions, and enhancing client communications. Competitive salary from $65,000 to $75,000, with benefits including insurance and 401(k).
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