Client Service Associate

The Center is looking for an experienced Client Service Associate to join its wealth management team.

About Us:
Center for Financial Planning, Inc.® was founded in 1985 and is a Registered Investment Advisor (RIA) (we operate as a hybrid RIA and work with Raymond James as our custodian and broker/dealer)
The Center currently serves over 1000 families and oversees over $2B in client assets as of October 31st, 2025.
Our mission is simple – “Improving lives through financial planning done right”
Our team focuses on comprehensive financial planning – this means we review and provide advice on virtually every aspect of one’s financial life

Responsibilities We’ll Trust You With:
Support team initiatives and understand and support the firm and department’s vision, mission, and strategy
Collaborate with financial planners of The Center to assist in the development of financial plans and periodic reviews for clients including, but not limited to, retirement analysis, tax planning, education expense analysis, estate planning, insurance assessment, and investment management
Front-line exposure with client communication
Provide exceptional service for client needs including account maintenance, money movement, relationship support, etc., commensurate with at least two years of experience.
Coordinate and proactively follow up with clients’ other financial professionals, when necessary
Work with lead financial planners to successfully onboard new clients
Proactively seek ways to surprise and delight clients with WOW moments
Assist in department projects and with the creation of efficient processes and procedures

Qualifications:
Minimum of 2 years in same or similar Client Service role within a financial planning or investment environment
Bachelor’s degree preferred
Strong service mindset and drive to go above and beyond to provide the best possible client experience
Desire to be part of a team, well-developed interpersonal skills, and ability to collaborate effectively with individuals of varied backgrounds and working styles.
Intellectual curiosity and talent to think independently and creatively to solve problems
Effective time management skills and ability to multi-task in a dynamic environment while prioritizing independent tasks and meeting aggressive deadlines
Process-oriented, exceptional organization skills, and dedication to exceeding quality standards
Excellent written and verbal communication skills
While not required for consideration, Series 7, 63, or 66 or other securities license or willingness to complete as a part of professional development plan

The Perks:
Base salary commensurate with experience and reviewed annually
Incentive compensation up to 20% of base salary
Well-defined career path with professional development opportunities
Benefits include 401(k) plan with employer match, health insurance, dental insurance, vision insurance, disability and life insurance, flex spending account, health savings account, paid parental leave, vacation and personal days, ability to purchase additional vacation days, paid holidays, paid volunteer days, paid professional development days, etc.

Culture:
We hire and reward upon our core values – Commitment to the Financial Planning Process, Education & Personal Growth, Nice & Kind, Teamwork & Collaboration, Energy & Enthusiasm, and Real & Down to Earth – check them out to ensure we would be a good fit for you
Our job is serious, but we make having fun at The Center a priority! Ex. Fowling, curling, whirly ball, kick ball, chili cook offs, happy hours, Halloween costume contests, family picnics, charitable team events, etc.
Driven, competitive group of professionals who are always seeking ways to learn and grow themselves AND the firm
Various internal committees focused on improving our team experience (social, health and wellness, charitable, technology, etc.)

Awards & Recognition:
Recognized by Crain’s as one of Michigan’s Cool Places to Work (2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018, 2017) an annual ranking of Michigan’s best work environments based on factors such as benefits, policies, perks and engagement as measured by employee and employer-based surveys
Recognized by InvestmentNews as a Best Place to Work for Financial Advisors (2025, 2024, 2023, 2022, 2021, 2020, 2019, 2018), an annual ranking recognizing financial advisory firms for outstanding human resources practices and policies

To apply, send your cover letter and resume.