What are the responsibilities and job description for the Financial Client Experience Coordinator position at Dahring | Cusmano and Associates?
Financial Client Experience Coordinator - Independent Financial Advisory Firm
$60,000–$72,000/year Annual Bonus Comprehensive Benefits | Full-Time, In-Person
Ready for a Change of Pace, Without a Change in Ambition?
If you've spent time in financial services and you're craving a workplace with more energy, more warmth, and more genuine connection with clients and team members, this is your sign.
We're a specialized wealth management firm serving private wealth management families and corporate retirement plans, and we do things differently. No call-center scripts. No feeling like a number. Instead: a close-knit team, curated client relationships, and a culture where your attention to detail and people skills are genuinely valued, not just expected.
We're looking for a Client Experience Coordinator to be the heartbeat of our office: the first friendly voice clients hear, the steady hand behind every meeting and detail, and a key partner to our advisory team.
Why You'll Love It Here
- High-touch, not high-volume. You'll get to know our clients by name, not by account number.
- Room to grow. This is an opportunity to continue to expand your knowledge in a respected industry, with real potential to build your career as you build your skills.
· A true team culture. Collaborative, fast-paced, and supportive, never siloed.
- Meaningful work. You'll help families navigate major financial decisions and support hardworking 401(k) participants planning for their future.
What You'll Do
· Be the welcoming first point of contact for clients, by phone, in person, and behind the scenes
- Coordinate and support meetings across wealth management, 401(k), and vendor relationships
- Own the details: documentation, forms, transactions, and accurate recordkeeping
- Help keep the office running smoothly, from daily operations to vendor management
- Travel occasionally to client locations to support advisors on-site
- Build and refine processes that make our client experience even better
- Add thoughtful touches of client recognition and appreciation that make people feel valued
What You Bring
· 1-3 years of experience in financial services preferred, you know the industry and you're ready for more
- A warm, polished communication style, written and verbal
- Sharp attention to detail and the ability to juggle multiple priorities without dropping a ball
- A problem-solver's mindset and a genuine love of great client service
· Discretion and the highest ethical standards, you understand the trust this role carries
- Comfort adapting quickly in a fast-moving, evolving environment
The Details
· Location: Novi, MI 48375, in-person commute required
- Schedule: Full-time, 9am–6pm
- Benefits: 401(k), health insurance, paid time off
If you're ready to trade the corporate grind for a role where relationships matter more than red tape, we'd love to meet you.
Apply today and bring your energy, your eye for detail, and your passion for people to a firm where it will truly be seen.
Job Type: Full-time
Pay: $60,000.00 - $72,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Paid time off
Experience:
- Customer service: 1 year (Preferred)
- Financial Industry : 1 year (Preferred)
Ability to Commute:
- Novi, MI 48375 (Required)
Work Location: In person
Salary : $60,000 - $72,000