Customer Account Associate | Southfield, Mi

Willenborg Wealth Management

Southfield, MI, US
Not specified; not specified; not specified
Hybrid (3 days in-office, 2 days remote)
Hybrid work schedule with 3 days in office
High school diploma required
1 to 3 years general experience
Willenborg Wealth Management is seeking a Customer Account Associate in Southfield, MI, for a hybrid role involving both remote and in-office work. The position serves as a vital link between branch offices and the Home Office, focusing on high-quality account servicing, compliance, and customer support

Job Summary

  • This position offers a hybrid-friendly schedule requiring three days per week in the Southfield, MI Corporate Office.
  • The associate serves as a critical link between branch offices and the Home Office by delivering high-quality account servicing and support.
  • Employees are expected to follow five guiding behaviors including developing professionally, collaborating with others, and acting with integrity.

Matching Summary

Match Score: 85

Willenborg Wealth Management is seeking a Customer Account Associate in Southfield, MI, for a hybrid role involving both remote and in-office work. The position serves as a vital link between branch offices and the Home Office, focusing on high-quality account servicing, compliance, and customer support.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Hybrid work schedule with 3 days in office
  • High school diploma required
  • 1 to 3 years general experience
  • Data entry and verification skills
  • Compliance and regulatory adherence

Nice-to-have

  • Mentoring less experienced colleagues
  • Strong verbal communication skills
  • Positive customer interaction approach
  • Ability to resolve moderately complex problems

Key Requirements

  • High School Diploma (Required)
  • 13 months to 3 years of general experience
  • Knowledge of compliance and risk situations

Work Rights

Not specified

Tailored Resume

Cover Letter