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Wealth Management Sales Assistant
Recruiting Ultipro Com Ind1005 721d9e69 83bf D2ce 6dbe 8c5dec06917c · Clinton Township, Clinton Township, MI, United States · Active · UKG Pro Recruiting / Ultimate
Job facts
| Field | Value |
|---|---|
| Company | Recruiting Ultipro Com Ind1005 721d9e69 83bf D2ce 6dbe 8c5dec06917c |
| Title | Wealth Management Sales Assistant |
| Normalized title | - |
| Department / team | Wealth Management |
| Location | Clinton Township, MI, United States |
| Work model | - |
| Employment type | Full Time |
| Salary | - |
| Status | active |
| ATS provider | UKG Pro Recruiting / Ultimate |
| Posted / first seen | 2026-06-03 / 2026-06-04 |
| Changed / last seen | 2026-06-04 / 2026-06-06 |
Related slices
| Page | What it contains | Open |
|---|---|---|
| Company jobs | Active postings from Recruiting Ultipro Com Ind1005 721d9e69 83bf D2ce 6dbe 8c5dec06917c. | Open |
| Company breakdowns | Role, location, ATS, and work model facets for this company. | Open |
| ATS provider jobs | Active postings observed through UKG Pro Recruiting / Ultimate. | Open |
| Provider filtered search | The same provider as a filtered job collection. | Open |
| City jobs | Active postings in Clinton Township. | Open |
| Department jobs | Active postings in Wealth Management. | Open |
| Lifecycle events | Open, update, close, and reopen events for this posting. | Open |
| Original posting | Canonical source or apply URL captured from the ATS. | Open |
Linked records
| Company | Recruiting Ultipro Com Ind1005 721d9e69 83bf D2ce 6dbe 8c5dec06917c |
| Source | fa72191d-bee3-4d3c-89a4-969590738c8b |
| ATS provider | UKG Pro Recruiting / Ultimate |
Description
Join the Independent Bank team as a Wealth Management Sales Assistant to support our Wealth Advisors and deliver an exceptional client experience. In this role, you’ll be a primary point of contact for clients, handling account servicing, documentation, meeting coordination, and daily inquiries with accuracy and professionalism. You’ll help onboard new relationships, process account maintenance requests, prepare meeting materials, and support follow-up activities while helping ensure compliance with policies and regulations.
Ideal candidates are highly organized, detail-oriented, and client-focused, with strong communication skills and the ability to manage multiple priorities in a fast-paced, team-oriented environment.
Full job record
| Job ID | b360f7bebd7187d056e1ce8c3b97c7d2a10935a7 |
| Org ID | 0869d75f-4c6c-4ceb-9a39-c744322cbf57 |
| Source ID | fa72191d-bee3-4d3c-89a4-969590738c8b |
| Board ID | fa72191d-bee3-4d3c-89a4-969590738c8b |
| Provider | ukg |
| Provider Job Key | ef4f32bd-b0df-4ef0-ae3c-ea25f754fe07 |
| Title | Wealth Management Sales Assistant |
| Normalized Title | — |
| Status | active |
| Active | yes |
| Location Text | Clinton Township, Clinton Township, MI, United States |
| Department | Wealth Management |
| Team | — |
| Employment Type | full_time |
| Workplace Type | — |
| Remote Policy | — |
| Country | United States |
| Region | MI |
| City | Clinton Township |
| Salary Raw | Join the Independent Bank team as a Wealth Management Sales Assistant to support our Wealth Advisors and deliver an exceptional client experience. In this role, you’ll be a primary point of contact for clients, handling account servicing, documentation, meeting coordination, and daily inquiries with accuracy and professionalism. You’ll help onboard new relationships, process account maintenance requests, prepare meeting materials, and support follow-up activities while helping ensure compliance with policies and regulations. Ideal candidates are highly organized, detail-oriented, and client-focused, with strong communication skills and the ability to manage multiple priorities in a fast-paced, team-oriented environment. |
| Salary Min | — |
| Salary Max | — |
| Salary Currency | — |
| Salary Period | day |
| Source URL | https://recruiting.ultipro.com/ind1005/JobBoard/721d9e69-83bf-d2ce-6dbe-8c5dec06917c/OpportunityDetail?opportunityId=ef4f32bd-b0df-4ef0-ae3c-ea25f754fe07 |
| Apply URL | https://recruiting.ultipro.com/ind1005/JobBoard/721d9e69-83bf-d2ce-6dbe-8c5dec06917c/OpportunityDetail?opportunityId=ef4f32bd-b0df-4ef0-ae3c-ea25f754fe07 |
| First Seen At | 2026-06-04 12:36:47Z |
| Last Seen At | 2026-06-06 10:22:36Z |
| Last Checked At | 2026-06-06 10:22:36Z |
| Last Changed At | 2026-06-04 12:36:47Z |
| Inactive At | — |
| Source Posted At | 2026-06-03 19:29:43Z |
| Source Updated At | — |
| Raw Payload Uri | s3://job-postings-prod-raw-590183727216/raw/provider=ukg/board=recruiting.ultipro.com|ind1005|721d9e69-83bf-d2ce-6dbe-8c5dec06917c/date=2026-06-06/2026-06-06T10-22-34-441Z-8a8f9d968aba28e69b9bdf5a20f22b242681619d1def5915fcd84821e27f2baf.json |
Event Fields
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"BriefDescription": "Join the Independent Bank team as a Wealth Management Sales Assistant to support our Wealth Advisors and deliver an exceptional client experience. In this role, you’ll be a primary point of contact for clients, handling account servicing, documentation, meeting coordination, and daily inquiries with accuracy and professionalism. You’ll help onboard new relationships, process account maintenance requests, prepare meeting materials, and support follow-up activities while helping ensure compliance with policies and regulations.\n\nIdeal candidates are highly organized, detail-oriented, and client-focused, with strong communication skills and the ability to manage multiple priorities in a fast-paced, team-oriented environment.",
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