Client Services Associate / Office Manager - JPStudinger Wealth Advisors

Kestra Financial Independent Advisor•Bloomfield Hills, MI

21h•Onsite

About The Position

Our wealth management firm is seeking a motivated and detail-oriented Client Services Associate / Office Manager to join our team. This dual-role position is the backbone of our daily operations, serving as the first point of contact for our valued clients while ensuring the office runs smoothly and efficiently behind the scenes. The ideal candidate is a proactive problem-solver who enjoys building meaningful relationships with clients, providing thoughtful personalized service, and has a talent for creating organized systems that help a team perform at its best.

Requirements

Strong interpersonal and communication skills — comfortable interacting with clients by phone and in person
Highly organized with excellent attention to detail
A proactive, self-directed mindset — someone who spots inefficiencies and takes initiative to improve them
Discretion and professionalism when handling confidential client information
A positive, team-oriented attitude and a genuine interest in supporting clients and colleagues
No prior financial services experience or licensing required — we're happy to train the right candidate

Responsibilities

Serve as the first point of contact for clients by phone, email, and in-person, providing warm, professional, and responsive service
Schedule client meetings, manage advisor calendars, and coordinate follow-up communications
Prepare, complete, and process client paperwork accurately, including account applications, transfer forms, and service requests
Assist with new account openings and ensure all documentation is complete and accurate
Build and maintain strong client relationships through consistent, attentive follow-up
Organize, maintain, and update digital client files
Evaluate existing processes and develop new systems to streamline workflows and improve efficiency
Manage office inventory
Serve as the primary liaison with vendors, service providers, and building management
Utilize AI to streamline business processes