Client Relationship Associate

7 days ago


Ann Arbor, Michigan, United States Arbor Avenue Private Wealth & Partners Full time
Job DescriptionJob Description

Client Relationship Associate
Arbor Avenue Private Wealth & Partners is looking for a candidate who is dedicated,
and self-driven person to add to our team. This position is a full-time, in-person position.
Candidate will collaborate with Financial Advisors and team members to help deliver
exceptional client service to our clients. This role also has some administrative duties.

Responsibilities:

  • Client Support for Financial Advisors
  • New Account Opening/Account Maintenance
  • Maintaining the Front Desk
  • Processing incoming and outgoing mail
  • Implement and Maintain Client Files
  • Office Maintenance
  • Assist with client event planning and Advertising

Qualifications:

  • At least 2 years experience in the Financial Industry preferred but not mandatory
  • Have excellent time management skills and prioritization
  • Have good communication skills across email, phone, video calls, and in person
  • Can work independently and with the team
  • Be able to work in a fast pace environment

Benefits:

  • Health, Dental, and Vision
-401k with matching

  • Paid Time Off
  • Holiday Paid Time Off
  • Bonus Pay Opportunities


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