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Client Services Associate: Private Wealth Operations

Job in Plymouth, Wayne County, Michigan, 48170, USA
Listing for: Waldron Private Wealth
Full Time position
Listed on 2026-08-12
Job specializations:
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 40000 - 60000 USD Yearly USD 40000.00 60000.00 YEAR
Job Description & How to Apply Below
A financial services firm in Plymouth, Michigan is seeking a Client Service Associate to provide operational and administrative support to the Client Services department. You will handle various client transactions, manage documentation, and assist in onboarding new clients. This role requires strong organizational skills and the ability to manage multiple tasks effectively, contributing to a team-focused environment that values client service.
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Position Requirements
10+ Years work experience
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