Customer Account Associate | Southfield, Mi

Willenborg Wealth Management

Southfield, MI, US
Hybrid
Dynamic call center environment
Client account servicing and support
Reviewing and updating client accounts
Willenborg Wealth Management is seeking a Customer Account Associate for their Southfield, MI office. The role involves providing account servicing and support in a dynamic call center environment with a focus on customer satisfaction and compliance

Job Summary

  • The Customer Account Associate serves as the critical link between branch offices and the Home Office, delivering high-quality account servicing and support.
  • The role involves reviewing, updating, and maintaining client accounts while ensuring compliance with firm policies, regulatory standards, and collection procedures.
  • The associate actively monitors account activity to safeguard the interests of clients, Financial Advisors (FAs), and the Firm.

Matching Summary

Match Score: 75

Willenborg Wealth Management is seeking a Customer Account Associate for their Southfield, MI office. The role involves providing account servicing and support in a dynamic call center environment with a focus on customer satisfaction and compliance.

Skills & Requirements

Must-have

  • Dynamic call center environment
  • Client account servicing and support
  • Reviewing and updating client accounts
  • Monitoring account activity
  • Resolving escalated issues
  • Maintaining accurate records

Nice-to-have

  • Mentoring less experienced colleagues
  • Client-first, integrity, independence
  • Positive customer experiences

Key Requirements

  • 13 months to 3 years general experience
  • High School diploma or equivalent

Work Rights

Not specified

Tailored Resume

Cover Letter