Thank you for your interest in the Center for Financial Planning, Inc.® We currently have one job opening. Please read below for more information.

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Client Service Administrator - Receptionist

Role Summary: 

The Client Service Administrator - Receptionist is an integral part of The Center’s wealth management team. This individual will work alongside a team of client service professionals, lead and associate financial planners, and investment specialists to deliver world-class financial planning and investment service to clients.

General Duties:

  • Serve as the First Impression for The Center by answering incoming calls and assisting with the welcoming of visitors
  • Help ensure the readiness of offices, that rooms are maintained in a neat and tidy manner, and adequate supplies for team
  • Assist with various office duties, including but not limited to, inbound mail sorting, outbound marketing and mailing initiatives, scheduling of meetings and events, and conference room and calendar booking
  • Additional project work based on experience, ability, and interest  

Background Requirements:

  • Previous receptionist experience at a professional services firm preferred, though position is also open to career changers or new job market entrants

Abilities and Competencies:

  • Strong service mindset and drive to go above and beyond to provide the best possible client experience
  • Eagerness to greet and serve clients over the phone and in person
  • High degree of professionalism and excellent communication skills both in person and on the phone
  • Well-developed interpersonal skills and the desire to be part of a team
  • Exhibits proactivity and the desire to take initiative to fill areas of unmet need

Center for Financial Planning, Inc.® Profile:

  • Recognized by Crain’s as one of Michigan’s Cool Places to Work (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 in Financial Times Top 300 Registered Investment Advisors (2015, 2016, 2017), an annual ranking determined by the RIA’s AUM, growth, company age, industry certifications, compliance, and online accessibility*
  • Registered Investment Advisor with $1 billion assets under management and 800+ clients; custodian Raymond James Financial Services

Compensations and Benefits:

  • Full-time position with base salary and incentive compensation based upon personal and firm performance

  • Paid time off, including vacation, sick, and holidays

  • Employer-subsidized health insurance, disability, access to Flexible Spending Account, and 401(k) match opportunities

  • Professional development plan for all employees with potential for advancement within the team

Interested? Send your cover letter and resume to

*The Financial Times (FT) used the database of RIAs who are registered with the U.S. Securities and Exchange Commission (SEC), and selected those practices reporting to the SEC that had $300 million or more in assets under management. Qualifying RIA firms filled out an online application and questionnaire that gave more information about their practices. That information was augmented with their own research on the candidates, including data from regulatory filings. The FT generated an internal score for each applicant based on six broad factors: advisor assets under management, AUM growth rate, the firm's years in operation, advisors' industry certifications (CFA, etc.), compliance record, and online accessibility. AUM and asset growth comprise roughly 65 percent to 70 percent of each RIA's score. Additionally, to provide a diversity of advisors, the FT placed a cap on the number of RIA's from any one state that's roughly correlated to the distribution of millionaires across the U.S. In 2017 41.4% of RIA applicants were named to this ranking. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of the advisor's future performance. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Financial Times or Crain's