Client Service & Investment Operations Coordinator
CND Financial – A sister company of Cole, Newton & Duran CPAs
Livonia, Michigan
Looking for More Than Just a Job?
At CND Financial, we believe that exceptional client service begins with exceptional people.
For more than 30 years, our firm has helped individuals and families achieve their financial goals through trusted advice, personal relationships, and a commitment to doing what's right.
We are seeking a Client Service & Investment Operations Coordinator to become an important member of our Wealth Management team.
This is a long-term career opportunity for someone who enjoys helping people, takes pride in getting the details right, and wants to build lasting relationships with clients and coworkers.
About the Position
You will work closely with our Financial Advisors while serving as one of the primary points of contact for our clients.
Responsibilities include:
Providing outstanding client service by phone, email, and in person
Scheduling client meetings and coordinating follow-up
Opening new investment accounts
Processing transfers, rollovers, beneficiary changes, and account maintenance
Preparing and submitting paperwork through Schwab Advisor Center and other custodians
Coordinating Required Minimum Distributions (RMDs)
Assisting with Qualified Charitable Distributions (QCDs)
Processing deposits, withdrawals, and recurring distributions
Maintaining accurate client records
Assisting with compliance and regulatory requirements
Preparing client correspondence and reports
Working closely with advisors to ensure every client receives exceptional service
The Person We're Looking For
The right candidate will be:
Exceptionally organized
Detail oriented
Friendly and professional
Dependable
A strong communicator
Comfortable learning technology
Able to prioritize multiple responsibilities
Someone who genuinely enjoys helping others
Someone who takes ownership of their work
Most importantly, we're looking for someone with integrity, a positive attitude, and a genuine desire to build long-term relationships with our clients.
Preferred Qualifications
10+ years of experience in:
Wealth Management
Financial Services
Banking
Investment Operations
Public Accounting
Insurance
Trust Administration
Experience with Schwab Advisor Center or similar custodial platforms is a plus.
Strong Microsoft Office skills.
Bachelor's degree preferred but not required for the right candidate.
What We Offer
Competitive salary based on experience
Health insurance
Retirement plan
Paid vacation and holidays
Continuing education and professional development
A supportive, team-oriented work environment
Long-term career growth opportunities
Why This Opportunity Is Different
The person currently in this position has been a valued member of our team for many years and will be retiring after a long and successful career.
Because we value our employees and our clients, we are planning well in advance. The successful candidate will have the unique opportunity to work alongside her for several months, learning every aspect of the position before assuming full responsibility.
This is not a position where you'll be "thrown into the deep end." You'll receive extensive training and mentoring to help you succeed.
A Message From Our Managing Partner
At CND Financial, technical skills are important, but character matters even more.
We're looking for someone who treats clients with kindness and respect, enjoys being part of a team, and wants to build a career—not simply find another job.
If you're looking for a place where relationships matter, integrity comes first, and your work truly makes a difference, we'd love to hear from you.
Arthur Cole
Managing Partner
Pay: $50,000.00 - $85,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Employee discount
- Health insurance
- Paid time off
- Vision insurance
Work Location: In person
