Client Services Associate / Office Manager - Jpstudinger Wealth Advisors

Kestra Financial Independent AdvisorBloomfield Hills, MI

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Overview

Schedule

Full-time

Career level

Senior-level

Remote

On-site

Benefits

Health Insurance

401k Matching/Retirement Savings

Job Description

Client Services Associate / Office Manager - JPStudinger Wealth Advisors

Compensation: $50,000+ (commensurate with experience)

Employment Type: In PersonFull-Time

Experience Level: Open to candidates at all experience levels

About the Role

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.

Key Responsibilities

Client Service

Serve as the first point of contact for clients by phone, email, and in-person, providing warm, professional, and responsive serviceSchedule client meetings, manage advisor calendars, and coordinate follow-up communications

Prepare, complete, and process client paperwork accurately, including account applications, transfer forms, and service requestsAssist with new account openings and ensure all documentation is complete and accurate

Build and maintain strong client relationships through consistent, attentive follow-up

Office Management & Operations

Organize, maintain, and update digital client files

Evaluate existing processes and develop new systems to streamline workflows and improve efficiencyManage office inventory

Serve as the primary liaison with vendors, service providers, and building managementUtilize AI to streamline business processes

Requirements

What We're Looking For

Strong interpersonal and communication skills — comfortable interacting with clients by phone and in personHighly organized with excellent attention to detail

A proactive, self-directed mindset — someone who spots inefficiencies and takes initiative to improve themDiscretion and professionalism when handling confidential client information

A positive, team-oriented attitude and a genuine interest in supporting clients and colleaguesNo prior financial services experience or licensing required — we're happy to train the right candidate

Benefits

What We Offer

Competitive compensation based on experienceA collaborative, close-knit team environment where your contributions are seen and valued

Opportunities for growth, learning, and professional development within the financial services industryThe chance to play a central, meaningful role in the success of our firm and the experience we deliver to our clientsHealth Insurance and 401k

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FAQs About Client Services Associate / Office Manager - Jpstudinger Wealth Advisors Jobs at Kestra Financial Independent Advisor

What is the work location for this position at Kestra Financial Independent Advisor?

This job at Kestra Financial Independent Advisor is located in Bloomfield Hills, MI, according to the details provided by the employer. Some roles may also include multiple work locations depending on the requirement.

What pay range can candidates expect for this role at Kestra Financial Independent Advisor?

Employer has not shared pay details for this role.

What employment applies to this position at Kestra Financial Independent Advisor?

Kestra Financial Independent Advisor lists this role as a Full-time position.

What experience level is required for this role at Kestra Financial Independent Advisor?

Kestra Financial Independent Advisor is looking for a candidate with "Senior-level" experience level.

What benefits are offered by Kestra Financial Independent Advisor for this role?

Kestra Financial Independent Advisor offers following benefits: Health Insurance and 401k Matching/Retirement Savings for this position. Actual benefits may vary depending on the employer's policies and employment terms.

What is the process to apply for this position at Kestra Financial Independent Advisor?

You can apply for this role at Kestra Financial Independent Advisor either through Sonara's automated application system, which helps you submit applications 10X faster with minimal effort, or by applying manually using the direct link on the job page.