Client Services Associate

A DPG LLC client is seeking a Client Services Associate (CSA) to become a key part of their expanding, well‑established Wealth Advisory and Investment firm in the western Metro Detroit area. This is an opportunity to step into a role where your work directly elevates the client experience, strengthens long‑term relationships, and supports a team known for integrity, professionalism, and growth. If you thrive in a dynamic, client‑focused environment and want to build a meaningful career in wealth management, this role puts you right at the center of the action.

What You Will Do

Deliver Exceptional Client Service

You’ll be one of the first people clients turn to, someone who makes their financial lives feel easier, clearer, and more supported.

• Serve as a trusted day‑to‑day resource for clients, handling questions, service needs, and account requests with confidence.
• Partner closely with Portfolio Managers on client inquiries, cash needs, and trade‑related actions.
• Create polished client correspondence, meeting materials, and quarterly performance reports.
• Join client meetings in a support role and help manage annual ADV delivery communications.

Lead Account Onboarding & Maintenance

You’ll guide new clients through a smooth, professional onboarding experience and keep their accounts running flawlessly.

• Coordinate new client onboarding, account setup, transfers, and required documentation.
• Process account updates, beneficiary changes, and service forms with precision.
• Manage asset transfers and money‑movement requests with custodians.
• Maintain clean, accurate client records across CRM and portfolio systems.
• Handle distributions, EFTs, journaling, demographic updates, and other account transactions.

Support Custodial & Operational Workflows

You’ll be the operational engine that keeps everything moving.

• Monitor and resolve service requests and account activity with Schwab and RBC.
• Review Schwab alerts and ensure timely follow‑through.
• Enter daily trades and adjust RBC trades when needed.
• Download and organize monthly statements and trade confirmations.
• Communicate with custodial service teams to resolve account and operational issues.

Contribute to Reporting, Billing & Compliance

Your work will directly support the firm’s accuracy, transparency, and regulatory excellence.

• Prepare quarterly performance reports, including AUM, gains/losses, and benchmark comparisons.
• Process monthly management fees and handle fee‑check deposits.
• Prepare quarterly compliance training letters and track signatures.
• Support investment research and cost‑basis analysis.

Assist with Special Projects & Administrative Support

You’ll jump into meaningful projects that strengthen the firm and enhance the client experience.

• Manage class‑action settlement processing, including claims and documentation.
• Generate reports, spreadsheets, and client‑ready documents.
• Contribute to operational projects and periodic administrative initiatives.
• Provide backup support for the Executive Assistant to ensure seamless workflow.
• Track follow‑ups, identify discrepancies, and escalate issues when needed.

What You Bring

You’re someone who thrives in a fast‑paced, client‑focused environment and loves being part of a team that values excellence.

• Bachelor’s degree in Business, Finance, or related field (or equivalent experience).
• 2 years in wealth management, RIA operations, or financial‑services support preferred.
• Strong proficiency with spreadsheets, CRM systems, and financial software.
• A self‑directed, proactive work style with strong problem‑solving instincts.
• Exceptional attention to detail and accuracy—especially in client‑facing work.
• Strong organizational skills and the ability to juggle multiple priorities.
• High discretion and professionalism with confidential information.
• A growth‑oriented mindset and interest in long‑term career development.
• Analytical thinking and the ability to assess priorities quickly.
• Relationship‑building skills that inspire trust with clients, colleagues, and custodians.
• Excellent written, verbal, and interpersonal communication skills.

What’s In It for You

This is more than a job, it’s a chance to build a long‑term career with a respected, growing advisory firm.

• Join a thriving, client‑centric wealth advisory practice with a strong reputation across Plymouth, Canton, Northville, and Ann Arbor.
• Work with a collaborative, supportive team where your contributions truly matter.
• Gain exposure to every aspect of wealth‑management operations and grow into expanded responsibilities.
• Be part of a culture built on integrity, respect, and long‑term client relationships.
• Competitive compensation and benefits aligned with your experience and career trajectory.

Pay: $50,000.00 - $70,000.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Vision insurance

Work Location: In person

Salary : $50,000 - $70,000