Client Services Associate

Job Description

Job Description

Our wealth management firm is seeking a motivated and detail-oriented Client Services Associate / Office Manager to join our team. This dual-role position is the backbone of our daily operations, serving as the first point of contact for our valued clients while ensuring the office runs smoothly and efficiently behind the scenes.

No prior financial services experience or licensing required — we are happy to train the right candidate

Responsibilities:

• Serve as the first point of contact for clients by phone, email, and in-person, providing warm, professional, and responsive service
• Schedule client meetings, manage advisor calendars, and coordinate follow-up communications
• Prepare, complete, and process client paperwork accurately, including account applications, transfer forms, and service requests
• Evaluate existing processes and develop new systems to streamline workflows and improve efficiency
• Serve as the primary liaison with vendors, service providers, and building management

Qualifications:

• Strong interpersonal and communication skills — comfortable interacting with clients by phone and in person
• Highly organized with excellent attention to detail
• A proactive, self-directed mindset — someone who spots inefficiencies and takes initiative to improve them
• Discretion and professionalism when handling confidential client information
• A positive, team-oriented attitude and a genuine interest in leading clients and colleagues

 

Company Description

JPStudinger Wealth Advisors is a small financial services firm based in Bloomfield Hills, Michigan, focused on helping individuals and families achieve financial clarity and long-term wealth. We take a personalized approach—working closely with each client to understand their goals and deliver customized financial solutions.

As a small, collaborative team, we offer a supportive environment where each team member can make an impact. We value initiative, accountability, and strong client relationships, and we reward performance through clear bonus metrics tied to team success.

Company Description

JPStudinger Wealth Advisors is a small financial services firm based in Bloomfield Hills, Michigan, focused on helping individuals and families achieve financial clarity and long-term wealth. We take a personalized approach—working closely with each client to understand their goals and deliver customized financial solutions.\r\n\r\nAs a small, collaborative team, we offer a supportive environment where each team member can make an impact. We value initiative, accountability, and strong client relationships, and we reward performance through clear bonus metrics tied to team success.