Financial Client Service Associate, Part-Time

MKD Wealth | Troy, Michigan (Hybrid or Remote – Eastern Time Zone)MKD Wealth is a privately held wealth management firm serving business owners, corporate executives, and high-net-worth families. We are seeking a part-time Financial Client Service Associate (CSA) to support our Wealth Advisors and operations team with accurate, timely, and detail-oriented client service execution.This position is part-time (approximately 20-30 hours per week). We prefer a candidate local to the Troy, Michigan area, but will consider a fully remote candidate located within the Eastern time zone.Key ResponsibilitiesAssist Wealth Advisors with servicing new and existing clients via phone and emailPrepare and process account paperwork, asset transfers, and money movement requestsEnsure service requests are completed accurately and in accordance with firm proceduresMaintain complete and accurate client records within CRM and portfolio systemsPerform standard billing calculations and account maintenance tasksCoordinate with custodians and third-party vendors as neededProactively manage follow-ups to ensure timely completion of all action itemsFollow established workflows and procedures consistentlyIdentify discrepancies or errors and escalate appropriatelyAssist with operational projects or periodic administrative initiatives as assignedQualificationsBachelor’s degree or comparable industry experience2+ years of experience in an RIA or regulated financial services firm preferredStrong attention to detail and a high standard for accuracyExcellent written, verbal, and interpersonal communication skillsProficiency with spreadsheets, CRM systems, and financial services software (experience with Redtail, Black Diamond, Fidelity Wealthscape, or similar systems is a plus)Ability to manage multiple priorities while meeting deadlinesDemonstrated discretion when handling confidential or sensitive informationWhat We OfferCompetitive salary and performance-based quarterly bonuses401(k) plan with company matchPaid time off and NYSE market holidaysA company culture dedicated to maintaining work-life balance with a hybrid work modelCollaborative and supportive work environment with opportunities for career growth