Client Relationship Associate

Salary: Competitive Pay Based on Experience & Credentials Department: Administration Location: Farmington Hills, MI – Home Office Employment Status: Full-Time Position Summary We are seeking a dedicated, career-oriented Admin to join our Administration Team. This is a long-term, full-time in-office role—ideal for someone who takes pride in administrative work and is not looking to transition into other roles. About Retirement & Wealth Strategies Retirement & Wealth Strategies (RWS) is an independent financial services firm dedicated to helping individuals, families, and businesses Build, Protect, and Enjoy their financial future. Our team is guided by five core values: Integrity Care Proactive We strive to help families live intentionally with Peace of mind and financial confidence. Front desk support: Greet visitors, answer and route phone calls, manage scheduling and calendar requests Office coordination: Handle mailings, birthday cards, filing, scanning, maintain a clean and organized desk and office area Workflow support: Work within a ticketing system to fulfill company-wide admin tasks route by advisors and other teams Professionalism: Uphold a high standard of workplace appearance, dress code and decorum Prepare correspondence, reports, presentations, and meeting materials Generate routine reports and maintain spreadsheets Additional duties and special projects as assigned by management. Qualifications 2–5 years of administrative, office support, customer service, or financial services experience Strong attention to detail and ability to work independently Excellent communication and multitasking skills Proficiency in Microsoft Office Suite (Word, Excel, Outlook) Familiarity with handling client’s confidential information Dependability, punctuality, and a strong work ethic Knowledge, Skills & Abilities The ideal candidate will demonstrate: Strong organizational skills Excellent verbal and written communication Ability to prioritize multiple responsibilities Strong attention to detail Ability to work independently and collaboratively Proficiency with business technology and software platforms Commitment to client service and professionalism Health, Vision, Dental Insurance covered 100% 401(k) match of 4% PTO and paid holidays Monthly gym credit Support of continued education This position operates in a professional office environment and may occasionally require training attendance, office upkeep, or participation in company events. Why Join Retirement & Wealth Strategies At Retirement & Wealth Strategies, we believe our people are our greatest asset. Team members have the opportunity to work alongside experienced professionals, contribute to meaningful initiatives, and grow their careers in an organization built on trust, education, and relationships. #J-18808-Ljbffr