Top 57 Client services coordinator Jobs in Commerce, Mi

Client Service & Operations Associate
Sanctuary Wealth Group LLC —Bloomfield Hills, MI
- $65,000 - $75,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Social Services Coordinator
Medilodge of Haggerty Road —Plymouth, MI
- Master of Social Work
- Skilled nursing facility
- Bachelor's degree
- Health savings account
- Loan repayment program
Quick Apply
6d
Medical Professional Services Coordinator
Corewell Health —Southfield, MI
- Full-time
- Research
- Mid-level
- Office
7d
Client Services Manager / Scheduling & Care Coordination
BrightStar Care of Novi, MI —Northville, MI
- $23 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
8d
Social Services Coordinator
Medilodge of West Bloomfield —West Bloomfield Township, MI
- Full-time
- Master of Social Work
- Skilled nursing facility
- Bachelor's degree
- Health savings account
- Loan repayment program
Quick Apply
Maintenance Director/Building Services Coordinator - Arden Courts Sterling Heights $5,000 Sign On
Arden Courts —Sterling Heights, MI
- Full-time
- English
- Mid-level
- High school diploma or GED
- Paid holidays
- Health insurance
Service Coordinator - Field Service Department - Administrative
MacAllister Machinery —Novi, MI
- $23.95 an hour
- Full-time
- Office
- Administrative experience
- Data entry
Quick Apply
Hospice Aide CNA Service Coordinator
Amara Hospice Care —Southfield, MI
- $23 - $28 an hour
- Full-time
- Customer service
- Mid-level
- Administrative experience
- Dental insurance
- Paid time off
Quick Apply
14d
Client Care Manager & Scheduling Coordinator
BrightStar Care of Howell / Brighton / Ann Arbor, MI —Plymouth, MI
- $23 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
8d
Medical Services Coordinator
LifeStance Health —Bloomfield Hills, MI
- $18.50 - $19.25 an hour
- Full-time
- Psychiatry
- HIPAA
- Office
- Paid parental leave
- AD&D insurance
Quick Apply
14d
Client Service Coordinator
BDA —Troy, MI
- $50,000 - $52,000 a year
- 18 years or older
- Oracle
- Microsoft Outlook
- AD&D insurance
- Paid holidays
Quick Apply
Client Care Manager - Scheduling & Care Coordination
BrightStar Care of Howell / Brighton / Ann Arbor, MI —South Lyon, MI
- $23 an hour
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
8d
Customer Service Coordinator 1
Carcoustics —Howell, MI
- Contract
- Conflict management
- Communication skills
- Negotiation
Service Coordinator- Greenwood Villa- Westland, MI
KMG Prestige —Westland, MI
- $55,000 - $60,000 a year
- Full-time
- Experience working with individuals with disabilities
- Mid-level
- Bachelor's degree
- Disability insurance
- Dental insurance
Quick Apply
8d
Workforce Development & Career Services Coordinator
CarePro Healthcare Training —Bloomfield Hills, MI
- From $18 an hour
- Part-time
- Google Workspace
- Recruiting
- In-person
Quick Apply
Student Service Coordinator-Resume Required please
Schoolhouse Montessori Academy —Troy, MI
- Full-time
- Classroom
- Microsoft Outlook
- Office
Autism Services Coordinator HYBRID (PCN 1154)
Oakland Community Health Network —Pontiac, MI
- $56,165 - $70,206 a year
- Full-time
- Hybrid work
- LMFT
- Adults
- LPC
Quick Apply
Service Coordinator
Refloor —Troy, MI
- $20 - $23 an hour
- Full-time
- Administrative experience
- Communication skills
- Entry level
- Paid holidays
- Health insurance
Quick Apply
Client Coordinator
Aesthetic Theory Medspa —Lake Orion, MI
- $17 - $20 an hour
- Part-time
- Private practice
- Travel
- In-person
- Paid time off
- Employee discount
Quick Apply
1d
Student Services Coordinator
University of Detroit Mercy —Detroit, MI
- Weekends as needed
- Mid-level
- Office
- Residential

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Client Service & Operations Associate

Sanctuary Wealth Group LLC
Bloomfield Hills, MI

Quick Apply

Job Details

Full-time
$65,000 - $75,000 a year

Benefits

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

Qualifications

Customer communication
Microsoft Excel
Microsoft Outlook
Word embeddings
Client database systems
CRM system proficiency

Full Job Description

Description: Client Service & Operations Associate

Location: Bloomfield Hills, MI

Type: Full-Time, In-Office (Monday-Friday)

Join Our Team at Famiglia Wealth - Managing meaningful wealth brings both complex challenges and exciting opportunities. At Famiglia Wealth , our approach is rooted in integrity, respect, and collaboration. We’re building a team of detail-oriented, execution-driven professionals who take pride in operational excellence and exceptional client service.

This role is ideal for someone who thrives behind the scenes, enjoys structure and process, and wants to grow long-term within an operations-focused career path.

Position Overview - Famiglia Wealth is seeking a Client Service & Operations Specialist to play a vital role in supporting the operational backbone of our firm. You will work closely with the Director of Operations and the broader team to ensure smooth, accurate, and efficient execution of client service and back-office deliverables. This is a detail-driven, execution-oriented role ideal for someone who thrives on organization, precision, and high-touch service.

Your Role & Responsibilities

You will support end-to-end operations that impact client service and firm efficiency, including but not limited to:

Manage account openings, transfers, and ongoing maintenance workflows.
Accurately process time-sensitive money movements (wires, transfers, etc.).
Coordinate with custodians and internal teams to track status and resolve issues.
Maintain precise client records in our CRM (Wealthbox experience preferred but not required).
Support client communications via phone, email, and in person with professionalism and care.
Prepare and process account paperwork and documentation.
Assist in client meetings as needed.
Identify opportunities to streamline workflows and improve client outcomes.
Serve as a trusted operational partner to advisors and internal teams.

Requirements:

What We’re Looking For

3+ years of experience in wealth management, financial services, RIA operations, or client service.
Experience in similar roles such as Client Associate, Operations Coordinator, or Specialist.
Familiarity with custodial platforms (Pershing, Schwab, etc.) and CRM systems (Wealthbox a plus).
Strong Microsoft Office skills (Word, Excel, Outlook, PowerPoint).
Highly organized, detail-oriented, proactive, and able to work independently and with a team.
Candidate seeking a long-term opportunity with potential for growth (not into advisory).
Nice-to-Have: Securities licenses (Series 7/63/66), but not required.

Why Famiglia?

Competitive base salary ($65k-$75k) with potential bonus opportunities
Health, dental, vision insurance
401(k)
PTO
On-the-job training and professional development
A culture that values focus during the workday and balance after hours

Quick Apply

Refine Your Search

client services coordinator jobs in commerce, mi

Client Service & Operations Associate

Social Services Coordinator

Medical Professional Services Coordinator

Client Services Manager / Scheduling & Care Coordination

Social Services Coordinator

Maintenance Director/Building Services Coordinator - Arden Courts Sterling Heights $5,000 Sign On

Service Coordinator - Field Service Department - Administrative

Hospice Aide CNA Service Coordinator

Client Care Manager & Scheduling Coordinator

Medical Services Coordinator

Client Service Coordinator

Client Care Manager - Scheduling & Care Coordination

Customer Service Coordinator 1

Service Coordinator- Greenwood Villa- Westland, MI

Workforce Development & Career Services Coordinator

Student Service Coordinator-Resume Required please

Autism Services Coordinator HYBRID (PCN 1154)

Service Coordinator

Client Coordinator

Student Services Coordinator

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