Client Service Associate, Wealth Management Support
Listed on 2026-10-06
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Finance & Banking
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Customer Service/HelpDesk
C2 Private Wealth, LLC. is seeking a Client Service Associate to support Financial Advisors and internal teams by handling client service requests and coordinating account administration. The role emphasizes accuracy, CRM documentation, and proactive client communication.
Responsibilities include onboarding, paperwork processing, and cross-department coordination to ensure timely, compliant service delivery in a fast-paced environment.
We invite applications for the Client Service Associate, Wealth Management Support position located in Novi, MI, United States.
This role, Client Service Associate, Wealth Management Support at C2 Private Wealth, LLC., could be your next career step.
Are you ready to take on the Client Service Associate, Wealth Management Support role at C2 Private Wealth, LLC.?
We would love to welcome a new Client Service Associate, Wealth Management Support to our team in Novi, MI, United States.
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