Client Services Associate

Job Description

Job Description

We are looking for a detail-oriented Client Services Associate to support a high-quality client experience in Portage, Michigan. This position works closely with internal partners to coordinate meeting preparation, manage account-related activities, and help keep client information accurate and current. The ideal candidate brings financial services experience, strong organizational ability, and a careful approach to handling sensitive information.

Responsibilities:
• Partner with advisors and investment professionals to organize materials, recommendations, and supporting documents in advance of client appointments.
• Participate in client meetings as needed and carry out next steps promptly to ensure timely follow-through.
• Guide new clients through the onboarding process by gathering required details and completing account-opening documentation.
• Update and maintain client records within company systems, with a strong focus on precision and data integrity.
• Process service requests such as beneficiary revisions, address updates, required minimum distributions, transfers, and movement of funds accurately and on schedule.
• Carry out trade-related activities based on direction from the investment team while following established procedures.
• Work with custodians, mutual fund companies, and other financial institutions to complete transactions and help resolve account issues.
• Enter client information into financial planning tools and support analysis and presentation preparation for client-facing discussions.
• Protect confidential client data and perform all work in accordance with regulatory and compliance standards.• At least 5 years of experience in the financial services industry.
• Demonstrated ability to manage multiple priorities with strong organization and close attention to detail.
• Effective written and verbal communication skills for working with clients and internal teams.
• Strong judgment and problem-solving ability, with the capacity to work independently and collaboratively.
• Proficiency in learning and using firm technology platforms and financial systems.
• Bachelor’s degree preferred, ideally in finance, economics, business, or a related field.
• Detail-oriented, discreet, and ethical approach when handling sensitive client information.