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Client Experience Specialist in Financial Services
Job in
Novi, Oakland County, Michigan, 48377, USA
Listed on 2026-05-31
Listing for:
C2 Private Wealth, LLC.
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Financial Services, Financial Advisor
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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