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Client Services Associate

Who We Are:

We're a growth-oriented fiduciary wealth management firm in Traverse City, MI, dedicated to supporting clients through life's financial transitions. Our team prioritizes exceptional client experiences, innovative tools, and career progression. 

Who You Are:

A detail-oriented professional passionate about service excellence. You're adept at managing time, multitasking, and leveraging technology (Microsoft Office, CRM) to enhance client relationships. Teamwork is in your DNA, and you're committed to continuous learning and improvement. 

Key Role:

As a Client Service Assistant, you play a critical role in our client-focused approach, ensuring smooth operations and high-quality service. Your responsibilities include managing client interactions, preparing paperwork, attending meetings, and maintaining accurate records. 

We Offer: 

  • Full-time position with competitive salary 

  • Comprehensive benefits (health insurance, HSA, PTO, holidays, long-term disability) 

  • A collaborative, inclusive work environment 


  • Bachelor’s Degree or equivalent experience 

  • Strong communication, organizational, and technical skills 

  • Proficiency in MS Excel, Word, and CRM systems 

  • Experience in financial planning software and social media/marketing is a plus 

Join Us: 

If you're ready to make a difference in a supportive, dynamic environment apply today. Let's achieve great things together.