CLIENT SERVICE & OPERATIONS ASSOCIATE
Location: Bloomfield Hills, MI
Type: Full-time, In-Office (Monday-Friday)
Join Our Team at Famiglia Wealth – Managing meaningful wealth brings both complex challenges and exciting opportunities. At Famiglia Wealth, our approach is rooted in integrity, respect, and collaboration. We’re building a team of detail-oriented, execution-driven professionals who take pride in operational excellence and exceptional client service. This role is ideal for someone who thrives behind the scenes, enjoys structure and process, and wants to grow long-term within an operations-focused career path.
Position Overview – Famiglia Wealth is seeking a Client Service & Operations Associate to play a vital role in supporting the operational backbone of our firm. You will work closely with the Director of Operations and the broader team to ensure smooth, accurate, and efficient execution of client service and back-office deliverables. This is a detail-driven, execution-oriented role ideal for someone who thrives on organization, precision, and high-touch service.
Role & Responsibilities
You will support end-to-end operations that impact client service and firm efficiency, including but not limited to:
- Manage account openings, transfers, and ongoing maintenance workflows.
- Accurately process time-sensitive money movements (wires, transfers, etc.).
- Coordinate with custodians and internal teams to track status and resolve issues.
- Maintain precise client records in our CRM (Wealthbox experience preferred but not required).
- Support client communications via phone, email, and in person with professionalism and care.
- Prepare and process account paperwork and documentation.
- Assist in client meetings as needed.
- Identify opportunities to streamline workflows and improve client outcomes.
- Serve as a trusted operational partner to advisors and internal teams.
Requirements
What We’re Looking For
- 2+ years of experience in wealth management, financial services, RIA operations, or client service.
- Experience in similar roles such as Client Associate, Operations Coordinator, or Specialist.
- Familiarity with custodial platforms (Pershing, Schwab, etc.) and CRM systems (Wealthbox a plus).
- Strong Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
- Highly organized, detail-oriented, proactive, and able to work independently and with a team.
- Candidate seeking a long-term opportunity with potential for growth (not an advisory).
- Securities licenses, preferred but not required.
Why Famiglia?
- Competitive base salary with discretionary bonus opportunities
- Health, dental, vision insurance (% employer covered)
- 401(k)
- PTO
- On-the-job training and professional development
- A culture that values focus during the workday and balance after hours
Email resume to [email protected]
Wealth Advisor and Wealth Strategist
Location: Bloomfield Hills, MI
Type: Full-time, In-Office (Monday-Friday)
Join Our Team at Famiglia Wealth – Managing meaningful wealth brings both complex challenges and exciting opportunities. At Famiglia Wealth, our approach is rooted in integrity, respect, and collaboration. We’re building a team of detail-oriented, execution-driven professionals who take pride in excellence and exceptional client service. This role is ideal for an advisory professional who has already participated in financial planning and is ready for greater responsibility in plan delivery, implementation, and relationship management.
Role & Responsibilities
Client Relationship & Meeting Support
Participate in discovery, planning, annual review, and follow-up meetings alongside the Lead Advisor. Prepare meeting agendas, planning summaries, presentation materials, and follow-up documentation. Build trusted client relationships through proactive communication and consistently exceptional service. Maintain accurate client records, meeting notes, and workflows within the firm’s CRM.
Financial Planning & Implementation
Analyze client financial information and develop planning recommendations alongside the Lead Advisor. Build retirement, tax, investment, insurance, estate, cash flow, and education planning analyses using financial planning software. Coordinate implementation with clients, custodians, CPAs, attorneys, insurance professionals, and other partners. Track planning recommendations through completion while maintaining organized documentation. Identify planning opportunities that improve client outcomes and strengthen relationships.
Practice Support
Support prospect meeting preparation and ongoing client relationship activities. Assist in improving planning templates, workflows, client communications, and internal processes. Help build scalable systems that enhance both the client and advisor experience. Contribute wherever needed as part of a small, growing advisory team.
What We’re Looking For
Required Qualifications
- 2-5+ years of experience in a financial planning environment.
- CFP designation, or actively pursuing CFP certification.
- Bachelor’s degree or equivalent professional background in finance or financial planning.
- Experience participating in client meetings and financial planning conversations.
- Excellent written and verbal communication skills with the ability to explain complex planning concepts in simple language for clients.
- High attention to detail, organization, and follow-through.
- Ability to manage multiple priorities while working independently.
- Proactive, resourceful working style with a bias for action and comfort taking ownership without waiting to be told.
Preferred Qualifications
- SIE, Series 7, Series 65/66 FINRA licenses preferred.
- Familiarity with financial planning software such as eMoney or similar platforms.
- Exposure to CRM systems.
- Comfort using portfolio reporting, investment, and risk tools.
- Experience preparing client meeting materials, planning summaries, implementation notes, prospect materials, or advisor follow-up items
- Experience coordinating with CPAs, attorneys, custodians, and other outside professionals.
Key Traits For Success
- Clear communicator who can turn financial complexity into clarity and confidence for clients
- Intelligent, fast learner who self-initiates, uses multiple resources, and communicates in concrete next steps
- Bias for action with the ability to identify problems and move them forward without waiting for direction
- Detail-oriented and system-minded, with a natural tendency to use checklists, workflows, and repeatable processes
Email resume to [email protected]
Sr Client Service and Operations Associate
Location: Bloomfield Hills, MI
Type: Full-Time, In-Office (Monday-Friday)
Join Our Team – Why Famiglia Wealth
Famiglia Wealth is focused on helping successful individuals and families simplify and improve the financial decisions that impact their future. Committed to excellence in all we offer, our team provides objective advice, customized solutions, and the insights into beneficial habits that are all designed to help our clients achieve their financial goals. We call this excellence.
The team brings more than 180 years of combined experience and emphasizes collaboration, continuous learning, and a culture where each team member has a voice in improving the client experience.
Position Overview
This is a full-time, non-exempt position that will support a team-based approach to client service directly managing existing and new client relationships. This position reports directly to the Director of Operations. Standard hours are 40 hours per week during normal business hours. From time to time, this position may require time outside of standard hours.
This role serves as a senior resource for clients, advisors, custodians, and internal partners, helping ensure complex service needs, account activity, and client workflows are handled with accuracy, and professionalism.
This position is well-suited for an experienced client service professional who is polished, detail-oriented, proactive, and comfortable working in a fast-paced wealth management environment. The ideal candidate does not need to be currently registered but should bring strong financial services experience, sound judgment, a service-first mindset, and the ability to anticipate client and advisor needs.
Initial Key Areas of Responsibility (but limited to)
• Strong client service orientation with the ability to communicate professionally, build trust, and provide a high-touch experience to clients and internal partners
• Experience supporting high-net-worth, ultra-high-net-worth, executive, business-owner, or multigenerational client relationships
• Comfort working with account documentation, client requests, service follow-up, and operational details in a highly organized and accurate manner
• Understanding of advisory, brokerage, custodial, or banking workflows, including account opening, transfers, money movement, distributions, beneficiary updates, and maintenance requests
• Demonstrated ability to support client relationships, multiple priorities, recurring service needs, and time-sensitive requests with professionalism and follow-through
• Advanced attention to detail when reviewing client documentation, account instructions, service requests, and system records
• Polished verbal and written communication skills with the confidence to interact with clients, advisors, custodians, and internal partners
• Proven ability to manage competing priorities, urgent requests, and sensitive client matters with sound judgment
• Support the team’s marketing strategy by maintaining marketing materials, including digital and social media platforms, and planning client events and seminars
Preferred Qualifications
• 4+ years of experience in wealth management, financial services, client service, advisor support, brokerage operations, private banking, or a related client-facing financial services environment
• Bachelor’s degree or equivalent professional experience in business, finance, economics, accounting or operations
• Familiarity with custodial and CRM platforms
• Exposure to financial planning, portfolio reporting, or performance systems
• SIE, Series 7, Series 66, Series 63/65, insurance licensing preferred but not required
• Experience improving service models, documenting procedures, strengthening controls, or supporting advisor/team transition
Benefits
• 401(k) match
• PTO + Paid Holidays
• Company subsidized health, dental and vision
• Competitive base* salary ($75,000-$100,000) with potential bonus opportunities
*(Base salary is commensurate with experience)
To apply, please submit a cover letter and resume to Robyn Crewdson at [email protected]
