Client Service & Wealth Management Operations Coordinator

Client Service & Investment Operations Coordinator

CND Financial – A sister company of Cole, Newton & Duran CPAs

Livonia, Michigan

Looking for More Than Just a Job?

At CND Financial, we believe that exceptional client service begins with exceptional people.

For more than 30 years, our firm has helped individuals and families achieve their financial goals through trusted advice, personal relationships, and a commitment to doing what's right.

We are seeking a Client Service & Investment Operations Coordinator to become an important member of our Wealth Management team.

This is a long-term career opportunity for someone who enjoys helping people, takes pride in getting the details right, and wants to build lasting relationships with clients and coworkers.

About the Position

You will work closely with our Financial Advisors while serving as one of the primary points of contact for our clients.

Responsibilities include:

Providing outstanding client service by phone, email, and in person

Scheduling client meetings and coordinating follow-up

Opening new investment accounts

Processing transfers, rollovers, beneficiary changes, and account maintenance

Preparing and submitting paperwork through Schwab Advisor Center and other custodians

Coordinating Required Minimum Distributions (RMDs)

Assisting with Qualified Charitable Distributions (QCDs)

Processing deposits, withdrawals, and recurring distributions

Maintaining accurate client records

Assisting with compliance and regulatory requirements

Preparing client correspondence and reports

Working closely with advisors to ensure every client receives exceptional service

The Person We're Looking For

The right candidate will be:

Exceptionally organized

Detail oriented

Friendly and professional

Dependable

A strong communicator

Comfortable learning technology

Able to prioritize multiple responsibilities

Someone who genuinely enjoys helping others

Someone who takes ownership of their work

Most importantly, we're looking for someone with integrity, a positive attitude, and a genuine desire to build long-term relationships with our clients.

Preferred Qualifications

10 years of experience in:

Wealth Management

Financial Services

Banking

Investment Operations

Public Accounting

Insurance

Trust Administration

Experience with Schwab Advisor Center or similar custodial platforms is a plus.

Strong Microsoft Office skills.

Bachelor's degree preferred but not required for the right candidate.

What We Offer

Competitive salary based on experience

Health insurance

Retirement plan

Paid vacation and holidays

Continuing education and professional development

A supportive, team-oriented work environment

Long-term career growth opportunities

Why This Opportunity Is Different

The person currently in this position has been a valued member of our team for many years and will be retiring after a long and successful career.

Because we value our employees and our clients, we are planning well in advance. The successful candidate will have the unique opportunity to work alongside her for several months, learning every aspect of the position before assuming full responsibility.

This is not a position where you'll be "thrown into the deep end." You'll receive extensive training and mentoring to help you succeed.

A Message From Our Managing Partner

At CND Financial, technical skills are important, but character matters even more.

We're looking for someone who treats clients with kindness and respect, enjoys being part of a team, and wants to build a career—not simply find another job.

If you're looking for a place where relationships matter, integrity comes first, and your work truly makes a difference, we'd love to hear from you.

Arthur Cole

Managing Partner

Pay: $50,000.00 - $85,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $50,000 - $85,000