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Client Experience Specialist in Financial Services

Job in Novi, Oakland County, Michigan, 48377, USA
Listing for: C2 Private Wealth, LLC.
Full Time position
Listed on 2026-05-31
Job specializations:
  • Finance & Banking
    Financial Services, Financial Advisor
Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR
Job Description & How to Apply Below

C2 Private Wealth, LLC. is looking for a Client Service Associate to enhance client experience. The CSA will support Financial Advisors by managing client requests and ensuring accuracy in account operations.

The ideal candidate will have a Bachelor’s degree in Finance or related fields and 1-3 years of financial services experience. Strong organizational and communication skills are essential for this role.

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