What are the responsibilities and job description for the Client Services Assistant position at Uniiited?
Location: Ann Arbor, MI
Schedule: Monday – Friday | 9:00 AM – 5:00 PM
Pay: $24/hr.
Overview
A well-established wealth management firm in Ann Arbor is seeking a Client Services Assistant to support daily operations and deliver a high-touch client experience.
This role is ideal for a detail-oriented professional who thrives in a collaborative environment and enjoys balancing administrative execution with client interaction. You will serve as a key partner to advisors, helping ensure smooth operations while contributing to a polished, client-focused experience.
Key Responsibilities
Client & Office Support
- Serve as the first point of contact for clients, vendors, and partners
- Manage inbound communications, scheduling, and general office coordination
- Provide administrative support including filing, scanning, and document organization
Operations & Coordination
- Coordinate advisor calendars, travel, and meeting logistics
- Maintain accurate and confidential client records
- Perform timely and precise data entry across systems
Client Experience & Engagement
- Execute client engagement initiatives (birthdays, events, gifting programs)
- Support efforts to enhance client satisfaction and retention
Compliance & Process Support
- Assist with compliance-related tasks and audit preparation
- Maintain awareness of firm policies and industry requirements
- Adapt to evolving operational and regulatory processes
Qualifications
- 2 years of administrative experience (financial services preferred)
- Proficiency with QuickBooks, Microsoft Office, CRM systems, and Zoom
- Strong organizational and multitasking abilities
- Excellent communication skills with a professional demeanor
- High attention to detail and accuracy
- Ability to work effectively in a team-oriented environment
- Adaptable with a willingness to learn in a compliance-driven setting
Compensation & Benefits
- Hourly Rate: $24/hr. (based on experience)
- 401(k) with employer match discretionary profit sharing
- Medical, life, and disability insurance
- PTO and sick time
Salary : $24