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Client Services Advisor – Wealth Management & Onboarding
Job in
Belmont, Kent County, Michigan, 49306, USA
Listed on 2026-06-24
Listing for:
Henrickson Nauta Wealth Advisors
Full Time
position Listed on 2026-06-24
Job specializations:
-
Finance & Banking
Financial Advisor
Job Description & How to Apply Below
Henrickson Nauta Wealth Advisors is looking for a Client Service Representative who will manage client relationships, including portfolio management and onboarding. Responsibilities include working closely with clients and the operations team to ensure satisfaction and compliance.
The ideal candidate will have investment experience, strong communication, and organizational skills, alongside a degree in Finance or related field. Benefits include competitive salary, medical reimbursement, and retirement plans.
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