Senior Client Relationship Associate
Join an award-winning, fast-growing wealth management firm where your experience can make an immediate impact.
Great Lakes Wealth is a nationally recognized independent wealth advisory firm providing comprehensive financial planning, investment management, and insurance solutions to high-net-worth individuals and families. Headquartered in Northville, Michigan, we proudly combine Wall Street solutions with Main Street values—placing our clients at the center of everything we do. Through goals-based financial planning, best-in-class asset management solutions, and concierge-style client service, we help clients navigate life's financial complexities with confidence. Our mission is simple: turn the complicated into the simple and bring common-sense investing to a not-so common-sense world. Just as importantly, we are committed to fostering a collaborative, growth-oriented culture where team members are empowered to learn, contribute, and build rewarding careers.
We are seeking an experienced Senior Client Relationship Associate with hands-on experience supporting wealth management clients through Raymond James and Charles Schwab custodial platforms. This individual will play a critical role in client service, account administration, operations, and annuity business support while partnering closely with advisors to ensure an exceptional client experience.
The ideal candidate is highly organized, detail-oriented, technologically proficient, and thrives in a fast-paced environment. They are proactive, take ownership of their responsibilities, and are passionate about building long-term relationships with clients and colleagues. While experience and technical expertise are essential, we are equally looking for someone who is excited to learn and embrace the Great Lakes Wealth way—our commitment to exceptional service, teamwork, accountability, and continuous improvement.
Compensation
The salary range for this position is $75,000–$90,000, depending on experience, qualifications, industry knowledge, and expertise with Raymond James and Schwab platforms.
In addition to competitive base compensation, Great Lakes Wealth offers:
- Performance-based bonus opportunities
- Comprehensive health, dental, and vision benefits
- 401(k) with company match
- Paid time off and holidays
- Professional development and career advancement opportunities
What You'll Do
Client Relationship Management
- Serve as a primary point of contact for clients, delivering exceptional service and timely follow-up
- Build and maintain strong relationships with high-net-worth clients and their families
- Support advisors before, during, and after client meetings
- Prepare meeting materials, client reports, and account reviews
- Proactively address client requests, account inquiries, and service needs
- Deliver a high-touch, white-glove client experience consistent with firm standards
Account Administration & Operations
- Manage new account openings, transfers, and account maintenance activities
- Process client paperwork, distributions, beneficiary changes, money movement requests, and other account updates
- Coordinate directly with custodians, insurance carriers, and strategic partners to ensure accurate and timely processing
- Monitor workflows and follow through on outstanding client service items
- Assist with billing, cash management, and operational initiatives
- Maintain accurate records within CRM, custodial, and internal systems
- Support compliance requirements and firm procedures
Insurance & Annuity Business Support
- Process and service annuity applications, transfers, exchanges, beneficiary updates, withdrawals, and maintenance requests
- Coordinate directly with insurance carriers to ensure efficient processing and follow-up
- Support advisors with annuity paperwork, illustrations, and client deliverables
- Track annuity business through completion and provide status updates to advisors and clients
- Maintain working knowledge of insurance and annuity products to support client needs
Team Collaboration
- Partner closely with advisors and operations team members to support client needs
- Share best practices and contribute to process improvements
- Participate in firm initiatives, technology enhancements, and special projects
- Continue professional development and embrace the Great Lakes Wealth culture and service philosophy
What We're Looking For
Required Qualifications
- 3+ years of experience in wealth management, RIA, or financial advisory firm environment
- Direct, hands-on experience working with Raymond James and Charles Schwab custodial platforms
- Direct business experience supporting advisory, investment, and annuity business
- Strong understanding of account opening, transfers, account maintenance, money movement, and annuity servicing workflows
- Exceptional attention to detail and organizational skills
- Excellent verbal and written communication abilities
- Ability to manage multiple priorities while maintaining accuracy and professionalism
- Proficiency with Microsoft Office Suite and CRM systems
- Strong problem-solving skills and ability to work independently
- A growth mindset and willingness to learn, embrace feedback, and adopt the Great Lakes Wealth way of delivering exceptional client service and operational excellence
Preferred Qualifications
- Active Series 63, Series 65, or Series 66 license
- Experience supporting high-net-worth clients and families
- Experience working directly with insurance carriers and annuity servicing platforms
- Familiarity with financial planning and portfolio management software
- Knowledge of advisory, retirement, insurance, and investment products
Why Join Great Lakes Wealth?
- Award-winning and rapidly growing wealth advisory firm
- Collaborative, team-oriented culture
- Meaningful client relationships and advisor exposure
- Opportunity to leverage and expand your Raymond James, Schwab, and annuity expertise
- Ongoing professional development and career growth opportunities
- Competitive compensation, bonus potential, and comprehensive benefits package
If you are an experienced wealth management professional who excels in client service, understands the operational side of the business, and is eager to contribute to a thriving firm while embracing the Great Lakes Wealth way, we'd love to hear from you.
Job Type: Full-time
Pay: $75,000.00 - $90,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Health savings account
- Paid time off
- Professional development assistance
- Retirement plan
- Tuition reimbursement
- Vision insurance
Application Question(s):
- This position requires the ability to successfully pass a background check.
Work Location: In person
