Description
626 Financial is hiring a Client Service Associate in Portage, Michigan to support wealth-management clients and advisors. The role handles client requests, meeting preparation, account-opening applications, transfers, money movements, custodian coordination, and Redtail data maintenance. Candidates need three years of financial-services experience, strong organization and attention to detail, the ability to work independently, and Series 65 or the ability to obtain it; Series 65 is listed as a plus. The position offers a $65,000–$80,000 salary, medical insurance, a 401(k) match, profit sharing, a pension plan, paid time off, and paid holidays.
