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Financial Client Experience Coordinator

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92% of candidates apply because they are a Most Loved Workplace®
Novi, MI
Finance
Full-time
1-3 years of experience in financial services preferred

About the Role

At Dahring | Cusmano and Associates, a Most Loved Workplace® certified employer in the Finance space, Transform your financial dreams into reality through trusted expertise and collaborative partnership.

Financial Client Experience Coordinator - Independent Financial Advisory Firm. $60,000–$72,000/year + Annual Bonus + Comprehensive Benefits | Full-Time, In-Person. Ready for a Change of Pace, Without a Change in Ambition? If you've spent time in financial services and you're craving a workplace with more energy, more warmth, and more genuine connection with clients and team members, this is your sign. We're a specialized wealth management firm serving private wealth management families and corporate retirement plans, and we do things differently. No call-center scripts. No feeling like a number. Instead: a close-knit team, curated client relationships, and a culture where your attention to detail and people skills are genuinely valued, not just expected. We're looking for a Client Experience Coordinator to be the heartbeat of our office: the first friendly voice clients hear, the steady hand behind every meeting and detail, and a key partner to our advisory team.

Want to learn more about what it's like to work at Dahring | Cusmano and Associates? View our full profile.

Requirements

  • 1-3 years of experience in financial services preferred
  • A warm, polished communication style, written and verbal
  • Sharp attention to detail and the ability to juggle multiple priorities without dropping a ball
  • A problem-solver's mindset and a genuine love of great client service
  • Discretion and the highest ethical standards, you understand the trust this role carries
  • Comfort adapting quickly in a fast-moving, evolving environment

Benefits

  • 401(k)
  • Health insurance
  • Paid time off

Prefer to apply on the company's career site?

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What It's Like to Work Here

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Certified for: Most Loved Workplace Most Loved Workplaces® 2026, Most Loved Workplace Most Loved Workplaces® 2021

Frequently Asked Questions About Working at Dahring | Cusmano and Associates

Common questions candidates ask about this role and Dahring | Cusmano and Associates's workplace

Dahring | Cusmano and Associates is a Most Loved Workplace®. Most Loved Workplaces® place love at center of business. Dahring | Cusmano and Associates is a Small employer. Explore Dahring | Cusmano and Associates careers, culture, employee experience, and open roles.

Please review the specific job listing or contact Dahring | Cusmano and Associates's recruiting team for details on remote or hybrid work options for this role.

Salary information may vary by role and location. Please check the specific job listing or discuss compensation during the interview process.

Dahring | Cusmano and Associates is an established organization in its industry. The company is a certified Most Loved Workplace®, highlighting a strong, positive culture and committed workforce.

Key benefit categories include: Financial & Retirement, Health & Wellness, Lifestyle & Protection, Professional Development. For this role specifically, benefits include: 401(k), Health insurance, Paid time off. You can view more details on their CertCheck profile.

The day-to-day environment is guided by core values such as Genuine Teamwork & Mutual Support and Feeling Like Family and Thoughtful Problem-Solving.

The company has committed to inclusive practices including: Putting People First and Living Our Values Daily.

They have earned Most Loved Workplace® certifications including: Most Loved Workplace Most Loved Workplaces® 2026 and Most Loved Workplace Most Loved Workplaces® 2021.

Dahring | Cusmano and Associates currently has 1 open position. They are hiring across departments like Finance. You can view all current openings at certcheck.mostlovedworkplace.com/companies/dahring-cusmano-and-associates/jobs.

The interview process typically involves an initial recruiter screen followed by team interviews. Please contact Dahring | Cusmano and Associates's recruiting team for specific details on this role's process.

Apply for Financial Client Experience Coordinator

Submit your application directly to the Dahring | Cusmano and Associates team. Let them know why you'd be a great addition to their loved place to work.

Dahring | Cusmano and Associates

Dahring | Cusmano and Associates

Finance
26200 Town Center Drive, Suite 100, Novi, MI 48375
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