Client services associate (plymouth, canton, northville, ann

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 A growing, well‑established Wealth Advisory and Investment firm in the western Metro Detroit area is seeking a Client Services Associate (CSA) to join their expanding team. This role is ideal for someone who thrives in a professional, client‑focused environment and wants to grow within a respected advisory practice.

What You Will Do

Deliver Exceptional Client Service

• Serve as a day‑to‑day resource for clients, addressing service needs, questions, and account‑related requests.
• Support Portfolio Managers with client inquiries, cash needs, and trade‑related actions.
• Prepare client correspondence, meeting materials, and quarterly performance reports.
• Attend client meetings in a support capacity and assist with annual ADV delivery communications.

Lead Account Onboarding & Maintenance

• Facilitate new client onboarding, including account setup, transfer coordination, and preparation of required documentation.
• Process account paperwork, updates, beneficiary changes, and service forms.
• Coordinate asset transfers and money movement requests with custodians.
• Maintain accurate client records within CRM and portfolio accounting systems.
• Process distributions, EFTs, journaling, demographic updates, and other account transactions.

Support Custodial & Operational Workflows

• Monitor and resolve service requests and account activity with Schwab and RBC.
• Review Schwab alerts and ensure timely completion of required actions.
• Enter daily trades and make adjustments to RBC trades when needed.
• Download and file monthly statements and trade confirmations.
• Communicate with custodial service teams regarding account maintenance and operational issues.

Contribute to Reporting, Billing & Compliance

• Prepare quarterly performance reports, including AUM, gains/losses, and benchmark comparisons.
• Process monthly management fees and deposit fee checks.
• Prepare quarterly compliance training letters and track signatures.
• Support investment research and cost‑basis analysis.

Assist with Special Projects & Administrative Support

• Manage class‑action settlement processing, including claim preparation and documentation.
• Generate reports, spreadsheets, and client documents.
• Assist with operational projects and periodic administrative initiatives.
• Provide backup coverage for the Executive Assistant and ensure workflow continuity.
• Monitor follow‑ups, identify discrepancies, and escalate issues appropriately.

What You Bring

• Bachelor’s degree in Business, Finance, or a related field (or equivalent experience).
• 2+ years of experience in wealth management, RIA operations, or financial services support roles preferred.
• Proficiency with spreadsheets, CRM systems, and financial services software.
• Self‑directed work style with strong initiative and problem‑solving ability.
• Exceptional attention to detail and accuracy in all client and operational tasks.
• Strong organizational and follow‑through skills with the ability to manage multiple priorities.
• High level of discretion and professionalism when handling confidential information.
• Growth‑oriented mindset with interest in long‑term development within the team.
• Analytical and critical‑thinking skills to assess priorities and take appropriate action.
• Relationship‑building skills that foster trust and confidence with clients, colleagues, and custodians.
• Excellent interpersonal, written, and verbal communication skills.

What’s In It for You

• Opportunity to join a growing, client‑centric wealth advisory firm with a strong reputation in the Plymouth/Canton/Northville/Ann Arbor area.
• A collaborative, supportive team environment where your contributions directly impact client experience and firm success.
• Exposure to all aspects of wealth management operations, with room for professional growth and expanded responsibilities.
• A stable firm culture grounded in integrity, respect, and long‑term client relationships.
• Competitive compensation and benefits aligned with experience.