Client Experience Associate

Client Experience Associate

Location: 201 W Big Beaver Rd, Ste 930, Troy, MI 48084 · Company: Duggan Wealth

Management (Northwestern Mutual Private Client Group) Job Type: Full-time, in person · No licensing or financial services experience required

About Us

How a client is treated matters as much as the advice they receive. That's what this role

is about. Duggan Wealth Management is a growing wealth management practice in Troy,

MI, part of Northwestern Mutual's Private Client Group. We help clients bring clarity and

strategy to their financial lives, and we're building a team where every interaction

reflects that care.

The Role

We're hiring a Client Experience Associate to be the first point of contact for our office

— in person, on the phone, and behind the scenes. This is more than a front-desk role.

Doing the job correctly is the baseline; we want someone who goes further — who pays

attention to the people in front of them and finds ways to make each interaction feel

personal and genuine.

We're looking for people who believe great service starts with genuine care. You understand the difference between checking a box and making someone's life easier. You take ownership, anticipate needs, and pay attention to details others might miss. While we'll coach the financial services side of the business, we're seeking individuals who are energized by helping people, building trust, and creating experiences that leave a lasting positive impression.

Responsibilities

· Greet visitors and answer/direct calls; maintain the phone system and reception area

· Support client record-keeping in our CRM (segmentation, touchpoints, loyalty tracking)

· Help plan and execute client and prospect events

· Support our referral and client acquisition process

· Manage mail, supplies, copies, and general office upkeep

· Maintain advisor calendars and schedule client appointments

· Assist with projects across the office as needed; cross-train in other support roles

Qualifications

· Strong communicator with a warm, professional presence

· High-touch service oriented background strongly preferred

· Organized, detail-oriented, able to multitask

· Comfortable with Microsoft Office; willing to learn CRM and office systems

· Trustworthy with confidential client information

· Proactive — takes ownership and acts independently, using good judgment to do right by a client in the moment

· Open to candidates early in their career or transitioning industries

Compensation & Benefits

· Base salary: $40,000–$48,000, commensurate with experience

· 401(k) with company match

· Health, dental, and vision insurance

· Paid time off

· On-the-job training, with support for industry licensing if you want to pursue it later

Where This Can Go

We're continuing to build out our team as part of a broader strategic vision for the firm,

and the people we bring on have a real voice in how that takes shape. From this seat,

there are two directions open to you: grow toward a larger client experience or

operations role, or move closer to the client-facing side of the business — sitting in on

meetings, working directly with advisors, and eventually pursuing licensing. Which path

fits you is up to you. We're looking for someone who wants to expand their role,

knowledge, and experience here.

Apply

If this sounds like you, we want to hear from you. We're hiring for who this person can

grow into, and we're looking for someone we can grow with.

Ability to commute/relocate: Troy, MI 48084 (required). Work Location: In person.

Pay: $40,000.00 - $48,000.00 per year

Benefits:

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

Education:

• Bachelor's (Required)

Ability to Commute:

• Troy, MI 48084 (Required)

Work Location: In person