Fratarcangeli Wealth Management · 1 day ago
Senior Client Service Associate
Bloomfield Hills, MI
Full-time
Onsite
Senior LevelFratarcangeli Wealth Management is an investment management company located in Bloomfield Hills, Michigan, dedicated to providing personalized financial planning and investment strategies. They are seeking a Senior Client Service Associate to manage client relationships, ensure client satisfaction, and serve as the primary point of contact for addressing client inquiries.
AdviceConsultingFinancial ServicesWealth Management
Responsibilities
Manage client relationships
Ensure client satisfaction
Serve as the primary point of contact for addressing client inquiries
Providing exceptional client services and customer support
Handling account-related tasks
Assisting the team with financial operations
Qualification
Required
Experience in Client Services and Customer Service to provide outstanding assistance and support
Strong Communication and Customer Support skills to effectively interact with clients and address their needs
Knowledge and experience in Finance to understand and handle financial tasks accurately
Detail-oriented with the ability to multitask and manage priorities effectively
Proficiency in financial systems and software is a plus
Proven ability to work collaboratively in a professional, fast-paced environment
Preferred
Bachelor's degree in Business, Finance, or a related field is preferred
Company
Fratarcangeli Wealth Management
Fratarcangeli Wealth Management provides financial planning, retirement planning, advisory, consulting, and investment management services.
Founded in 2016
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Cynthia Mulonas
COO
Recent News
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2025-12-11
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