Client Service Associate - Wealth Management Blue Note Wealth Grosse Pointe, MI Job Details Full-time $65,000 - $75,000 a year 18 hours ago Benefits Paid training Paid holidays 401(k) Paid time off 401(k) matching Professional development assistance Flexible schedule Qualifications Customer records maintenance Investment advisory support Customer support experience within finance industry Executive administrative support Managing financial planning clients Attention to detail Client services CRM system proficiency Client email correspondence File organization Client interaction via phone calls Full Job Description We're an established, relationship-focused financial planning and wealth management practice serving individuals and families locally and across the country. We're looking for an experienced Client Service Associate to manage the day-to-day service and operational work surrounding our client relationships. You'll work directly with the practice owner and financial advisor in a professional environment where your work will have a visible impact. The role combines client communication with review preparation, paperwork, CRM and file organization, service follow-up, and office operations. This is a good fit for someone who enjoys creating order, working independently, improving how things are done, and making sure work gets finished. What You'll Do Manage the advisor's calendar and proactively schedule and confirm client meetings Handle client communication related to scheduling, paperwork, service requests, status updates, and incoming calls Gather client information and prepare review materials, investment reports, checklists, and other documents for the advisor Maintain accurate client files, CRM records, tasks, and digital folders and improve the organization of existing information Review client records to identify missing information, upcoming needs, and opportunities to provide proactive service Prepare and track account openings, transfers, distributions, RMDs, beneficiary changes, cashiering, electronic signature workflows, and other account maintenance requests Coordinate with custodians, broker-dealer service teams, insurance companies, and other financial institutions to complete service requests Maintain recurring client service, review season, RMD, and year-end workflows and help organize and track items appearing in the advisor's portals Help improve workflows, client materials, prospecting systems, and other practice projects Keep the office organized and ready for client meetings The advisor leads financial planning, investment advice, asset allocation, and investment models, while this role focuses on client service and operational execution. Who We're Looking For Prior experience directly supporting a financial advisor or wealth management practice is required. Experience in an independent broker-dealer or RIA environment is especially valuable.

You are:

Experienced with financial services paperwork, account maintenance, distributions, transfers, and seeing service requests through completion Highly organized, detail-oriented, reliable, and committed to follow-through Comfortable organizing your work independently and taking initiative Warm and professional when communicating with clients by phone, email, or in person Thoughtful about what can be handled independently and what should involve the advisor Familiarity with Fidelity/NFS, Wealthbox, or similar financial services platforms is a plus. Industry licenses are welcome. Training will be provided on our specific systems and processes. Schedule and Work Environment Full-time Primarily in person at our Grosse Pointe office Some schedule flexibility, including occasional remote or shortened Fridays, depending on client needs, meetings, and workload We care about quality work and follow-through while also believing work should leave room for family, health, and life outside the office. Compensation and Benefits $65,000-$75,000 annual salary, based on experience and qualifications Performance-based bonus opportunities 15 days of paid time off 10 paid holidays 401(k) eligibility with an employer match after one year of service Paid professional development and industry training How to Apply Please submit your résumé along with a brief note about your experience supporting financial advisors and one example of something you helped organize or improve.

Pay:

$65,000.00 - $75,000.00 per year

Benefits:

401(k) 401(k) matching Flexible schedule Paid time off Paid training Professional development assistance

Experience:

financial advisor support: 1 year (Required) Ability to

Commute:

Grosse Pointe, MI 48230 (Required)

Work Location:

In person