{"schemaVersion":"jobsearcher.job.v1","id":"bea4df8e61a6451dd3171663","url":"https://jobsearcher.com/jobs/bea4df8e61a6451dd3171663","canonicalUrl":"https://jobsearcher.com/jobs/bea4df8e61a6451dd3171663","title":"Client Relations Associate","description":"Company DescriptionStonepath Wealth Management is a financial services firm based in Traverse City, MI, offering personalized guidance in investments, financial planning, retirement planning, portfolio management, and insurance. As an independent advisory firm, Stonepath provides tailored financial solutions to meet each client's goals and needs, serving individuals, families, and business owners across the country.Role DescriptionThis is a full-time on-site role for a Client Relations Associate at Stonepath Wealth Management in Traverse City, MI. The Client Relations Associate will support financial advisors by helping to manage the client relationships and by assisting with the onboarding of new clients. This includes the following responsibilities:greeting clients in a hospitable manneranswering phones and conversing with clientsuse CRM and other online systems used to generate paperwork and reports for advisors and clientsscheduling client meetingsmanage and oversee workflows for self and financial advisor to ensure necessary tasks are performed in a timely mannerall administrative tasks such as handling mail, ordering office supplies, faxing, scanning, etc.This role requires someone that is well-spoken, maintains a professional demeanor, and has a helpful and friendly attitude.QualificationsREQUIRED: 3+ years of experience working for a wealth management firmHigh School diploma requiredProficient in Microsoft Office SuiteExcellent written and verbal communication skillsHigh level of attention to detail","company":"Stonepath Wealth Management","rawCompany":"stonepath wealth management","city":"Traverse City","state":"MI","isRemote":false,"isActive":false,"createdAt":"2026-05-03T11:00:38.934Z","occupations":[{"code":"13-2052.00","title":"Personal Financial Advisors","slug":"personal-financial-advisors"},{"code":"43-9061.00","title":"Office Clerks, General","slug":"office-clerks-general"},{"code":"43-4051.00","title":"Customer Service Representatives","slug":"customer-service-representatives"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523910","title":"Miscellaneous Intermediation","slug":"miscellaneous-intermediation"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Client Relations Associate","description":"Company DescriptionStonepath Wealth Management is a financial services firm based in Traverse City, MI, offering personalized guidance in investments, financial planning, retirement planning, portfolio management, and insurance. As an independent advisory firm, Stonepath provides tailored financial solutions to meet each client's goals and needs, serving individuals, families, and business owners across the country.Role DescriptionThis is a full-time on-site role for a Client Relations Associate at Stonepath Wealth Management in Traverse City, MI. The Client Relations Associate will support financial advisors by helping to manage the client relationships and by assisting with the onboarding of new clients. This includes the following responsibilities:greeting clients in a hospitable manneranswering phones and conversing with clientsuse CRM and other online systems used to generate paperwork and reports for advisors and clientsscheduling client meetingsmanage and oversee workflows for self and financial advisor to ensure necessary tasks are performed in a timely mannerall administrative tasks such as handling mail, ordering office supplies, faxing, scanning, etc.This role requires someone that is well-spoken, maintains a professional demeanor, and has a helpful and friendly attitude.QualificationsREQUIRED: 3+ years of experience working for a wealth management firmHigh School diploma requiredProficient in Microsoft Office SuiteExcellent written and verbal communication skillsHigh level of attention to detail","datePosted":"2026-05-03T11:00:38.934Z","dateModified":"2026-05-03T11:00:38.934Z","hiringOrganization":{"@type":"Organization","name":"Stonepath Wealth Management","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Traverse City","addressRegion":"MI","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"bea4df8e61a6451dd3171663"},"url":"https://jobsearcher.com/jobs/bea4df8e61a6451dd3171663"}}