Position Summary

We are looking for a top-notch Client Service Specialist that can provide comprehensive support to a successful Registered Investment Advisory (RIA) firm. The ideal candidate will be interested in starting or building on their financial industry experience by assisting advisors and support staff with administrative support and investment research. The employer is a well-established financial planning practice located in Bloomfield Hills, Michigan.

The role is a full-time position (40 hrs./week). This is not a sales position.

Responsibilities:

Provide general administrative duties to support all financial advisors and support staff in the following areas:

· Assist with opening new client accounts through our custodians

· Client onboarding (enter data into various applications) using electronic tools like DocuSign

· Assisting advisors in preparation or follow-up to client meetings

· Prepare life and disability insurance applications for clients

· Leading our online marketing efforts including Marketing Pro, LinkedIn, and other initiatives

· Compliance support – ADV, SLOAs, and audits

· Maintain client data in CRM and performance reporting systems (Redtail, eMoney, Orion)

· Assisting with single and block trading using Schwab/Orion/Eclipse trading software

· Utilize eMoney software to build financial plans for clients

· Gathering and preparing investment reports for the investment committee – MorningStar and Zack’s software

· Tracking and processing daily workflow

· Client first approach to all tasks

· Adds to a professional and positive attitude in the office

Required Qualifications:

· Bachelor’s degree required (Accounting, Finance, or Economics preferred)

· Must be detail oriented with strong math and analytical skills

· Able to manage multiple tasks, meet deadlines, and priorities effectively in a dynamic environment

· Experience in a financial planning or insurance business is preferred but not required

· Proficient with Microsoft Office (Word, Excel, Outlook, and PowerPoint) and internet savvy

· Able to maintain confidentiality. Demonstrated professionalism.

· Ability to operate under limited/minimal supervision.

Benefits:

· Base salary depending on direct experience

· Benefits include medical insurance, company 401(k) match, and profit sharing

· Paid vacation

Please forward your resume for immediate consideration.

info@icapitalmgt.com