Client Experience Advocate

Company Overview

Kaydan Wealth Management is an independent wealth management firm located in Michigan, in both Oakland & Genesee Counties. We have been providing financial planning services to a wide variety of individuals and families for over 30 years.

Summary

Kaydan Wealth Management is looking for a rock star Client Experience Advocate to join its team. Are you looking for an opportunity to utilize your abilities to provide outstanding client support at a wealth management practice? Come be a part of our amazing team and help us grow!

The Client Advocate serves as the primary point of contact for clients, providing timely and accurate responses to inquiries regarding their accounts. You will work closely with the Financial Advisors, Business Development, and Operations Departments. A viable candidate should possess the following qualifications:

Responsibilities

· Ability to provide a high level of customer service in a calm, courteous and professional manner in a non-smoking office setting.

· Exhibit good interpersonal skills needed to successfully interact with prospects, clients, and financial professionals.

· Establish and maintain effective working relationships with your team.

· Operate standard office equipment and use required software applications to produce correspondence, reports, electronic communications, spreadsheets, and databases.

· The ideal candidate will have effective communication skills across multiple platforms (phone, email, in-person, virtual).

· Ability to organize, manage, and track multiple assignments, adjust for changing priorities, and meet deadlines in a task-oriented work environment.

· Collect client data, open new accounts, prepare paperwork, and obtain necessary signatures.

· Provide exceptional service for client needs through account maintenance relationship support.

· Process deposits, withdrawals, and transfers.

· Document all client communications & transactions.

· Strong attention to detail and accuracy of work produced. Quality over quantity.

· Responsible for follow-up of all tasks to ensure accurate and timely completion.

· Work both independently and as part of a cohesive team.

· Perform other miscellaneous responsibilities & duties assigned and assist on special projects.

· Candidate’s main work location will be in the Auburn Hills office.

Qualifications:

· College -A big plus.

· Minimum 2 years experience in a client service office setting a must; preferably in the financial & investment advisory industry.

· Experience using Salesforce, DocuSign, and/or Calendly software applications -A significant advantage.

· Proficient in Microsoft Office Suite -Outlook, Excel, Word a must.

If you are interested in helping our firm make an impactful difference in the lives of our clients, we look forward to hearing from you.

Submit your resume and cover letter to: careers@kaydanwealth.com

Industry

• Financial Services

Employment Type

• Full Time

If you are passionate about advocating for clients' financial success and want to be part of a dedicated team at Kaydan Wealth Management, we invite you to apply today!

Job Type: Full-time

Expected hours: 40 – 45 per week

Benefits:

• 401(k)
• Health insurance
• On-the-job training
• Paid time off

Shift:

• Day shift

Education:

• High school or equivalent (Required)

Experience:

• Client Service or Financial Office: 2 years (Preferred)

Language:

• English (Required)

Ability to Commute:

• Auburn Hills, MI 48326 (Required)

Ability to Relocate:

• Auburn Hills, MI 48326: Relocate before starting work (Required)

Work Location: In person