Client Service Specialist – Wealth Management
Job in
Troy, Oakland County, Michigan, 48083, USA
Listed on 2026-01-16
Listing for:
Hinkson Wealth management
Full Time
position Listed on 2026-01-16
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
A boutique wealth management firm is seeking a Client Service Associate (CSA) to provide essential support to both clients and advisors. The ideal candidate will have at least 5 years of experience in the financial industry and strong organizational and communication skills. The role includes account management, responding to service requests, and maintaining client relationships. This full-time position offers competitive pay and benefits, including 401k matching and health insurance, within a supportive and collaborative environment.
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