Vardhan Wealth Management
Client Services Representative
Vardhan Wealth Management, Farmington Hills, Michigan, United States
Client Services Representative
Vardhan Wealth Management is an independent firm dedicated to helping successful families preserve their wealth and achieve long-term financial goals. Through a holistic, planning-based approach, the firm offers disciplined investment strategies and embraces an open-architecture philosophy to serve clients’ best interests. Vardhan Wealth Management operates with the mission of providing peace of mind, enabling clients to enjoy their accomplishments while making a positive and lasting impact. Investment advisory and financial planning services are offered through Summit Financial, LLC, a SEC‑Registered Investment Advisor, while securities brokerage services are provided through Private Client Services (PCS), Member FINRA/SIPC. Role Description
This is a full‑time, on‑site role based in Farmington Hills, MI, for a Client Services Representative. The responsibilities include delivering exceptional customer service, addressing client inquiries, and providing support to ensure customer satisfaction across all touchpoints. Additional duties involve assisting with financial processes, maintaining accurate client records, and collaborating with team members to execute tasks efficiently. Qualifications
Proficiency in Client Services and Customer Service to deliver tailored support and solve client concerns effectively. Strong Communication skills to manage client interactions and coordinate with team members. Ability to foster Customer Satisfaction and build long‑term relationships through a professional and empathetic approach. Basic knowledge or experience in Finance to assist with relevant transactions and contribute to financial planning processes. Attention to detail and excellent organizational skills are highly valued. Bachelor’s degree in Business, Finance, or a related field is preferred. Prior experience in financial services or a similar client‑facing role is a plus. Seniority level
Entry level Employment type
Full‑time Industries
Investment Management
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Vardhan Wealth Management is an independent firm dedicated to helping successful families preserve their wealth and achieve long-term financial goals. Through a holistic, planning-based approach, the firm offers disciplined investment strategies and embraces an open-architecture philosophy to serve clients’ best interests. Vardhan Wealth Management operates with the mission of providing peace of mind, enabling clients to enjoy their accomplishments while making a positive and lasting impact. Investment advisory and financial planning services are offered through Summit Financial, LLC, a SEC‑Registered Investment Advisor, while securities brokerage services are provided through Private Client Services (PCS), Member FINRA/SIPC. Role Description
This is a full‑time, on‑site role based in Farmington Hills, MI, for a Client Services Representative. The responsibilities include delivering exceptional customer service, addressing client inquiries, and providing support to ensure customer satisfaction across all touchpoints. Additional duties involve assisting with financial processes, maintaining accurate client records, and collaborating with team members to execute tasks efficiently. Qualifications
Proficiency in Client Services and Customer Service to deliver tailored support and solve client concerns effectively. Strong Communication skills to manage client interactions and coordinate with team members. Ability to foster Customer Satisfaction and build long‑term relationships through a professional and empathetic approach. Basic knowledge or experience in Finance to assist with relevant transactions and contribute to financial planning processes. Attention to detail and excellent organizational skills are highly valued. Bachelor’s degree in Business, Finance, or a related field is preferred. Prior experience in financial services or a similar client‑facing role is a plus. Seniority level
Entry level Employment type
Full‑time Industries
Investment Management
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