Client Services Representative

• Provide administrative and client service support to a fee-based financial planning practice
• Prepare and organize documents, reports, presentations, and other materials for client meetings and internal discussions
• Maintain accurate client records, files, contact information, and account-related documentation in accordance with firm procedures
• Assist with new business processing, account paperwork, follow-up items, and coordination with internal or external service partners
• Support client communications, including preparing correspondence, responding to routine inquiries, and escalating more complex matters as appropriate
• Coordinate calendars, schedule meetings, track follow-up items, and help ensure timely completion of administrative tasks
• Provide administrative support to leadership and the advisory team, including document management, workflow coordination, and general office support
• Maintain confidentiality and handle client and business information with professionalism and discretion

Client Services Representative jobs in Michigan

Client Service Administrator