Client Service Administrator - Receptionist

The Center is looking for a rock star Client Service Administrator - Receptionist to join its wealth management team. To apply, send your cover letter and resume to Ce

About Us:

• Center for Financial Planning, Inc.® was founded in 1985 and is a Registered Investment Advisor (RIA) (we operate as a hybrid RIA and work with Raymond James as our custodian and broker/dealer)
• The Center currently serves over 1000 families and oversees over $2B in client assets as of December 31st, 2025.
• Our mission is simple – “Improving lives through financial planning done right”
• Our team focuses on comprehensive financial planning – this means we review and provide advice on virtually every aspect of one’s financial life

The Client Service Administrator - Receptionist is an integral part of The Center’s wealth management team. This individual will work at our Southfield office alongside a team of client service and operations professionals, lead and associate financial planners, and investment specialists to help with delivering comprehensive financial planning and investment service to clients.

• Serve as the First Impression for The Center by answering incoming calls and assisting with the welcoming of visitors
• Help ensure the readiness of offices, that rooms are maintained in a neat and tidy manner, and adequate supplies for team
• Assist with various office duties, including but not limited to, inbound mail sorting, correspondence process, outbound marketing and mailing initiatives, scheduling of meetings and events, some vendor management, helping with general office clean up, and conference room and calendar booking
• Additional administrative support and project work based on experience, ability, and interest
• Previous experience answering phones in an office environment is required.
• Previous receptionist experience at a professional services firm is preferred, though the position is also open to career changers or new job market entrants.

• Strong service mindset and drive to go above and beyond to provide the best possible client experience
• Eagerness to greet and serve clients over the phone and in person
• High degree of professionalism and excellent communication skills both in person and on the phone
• Well-developed interpersonal skills and the desire to be part of a team
• Exhibits proactivity and the desire to take initiative to fill areas of unmet need

• Base salary commensurate with experience and reviewed annually
• Incentive compensation up to 20% of base salary
• Well-defined career path with professional development opportunities
• Benefits include 401(k) plan with employer match, health insurance, dental insurance, vision insurance, disability and life insurance, flex spending account, health savings account, paid parental leave, vacation and personal days, ability to purchase additional vacation days, paid holidays, paid volunteer days, paid professional development days, etc.

• We hire and reward upon our core values – Commitment to the Financial Planning Process, Education & Personal Growth, Nice & Kind, Teamwork & Collaboration, Energy & Enthusiasm, and Real & Down to Earth – check them out to ensure we would be a good fit for you
• Our job is serious, but we make having fun at The Center a priority! Ex. Fowling, curling, whirly ball, kick ball, chili cook offs, happy hours, Halloween costume contests, family picnics, charitable team events, etc.
• Driven, competitive group of professionals who are always seeking ways to learn and grow themselves AND the firm
• Various internal committees focused on improving our team experience (social, health and wellness, charitable, technology, etc.)

• Recognized by Crain’s as one of Michigan’s Cool Places to Work (2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017) an annual ranking of Michigan’s best work environments based on factors such as benefits, policies, perks and engagement as measured by employee and employer-based surveys
• Recognized by Investment News as a Best Place to Work for Financial Advisors (2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018), an annual ranking recognizing financial advisory firms for…