BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:
769-3

Job Type:
Permanent

Title:
Client Service Manager (769-3)

Location:
Bloomfield Hills, MI

Description:
SUMMARY/RESPONSIBILITIES: Our client is a boutique investment manager that
services individuals and families. Services include: Holistic Financial
Planning, Comprehensive Investment Counseling, Tax Planning & Preparation,
and Estate Planning. This role will report to the Business Manager.
Responsibilities include:
Client communications
Receptionist relief (breaks/sick/vacation)
Assist with client meeting follow-up by processing financial account forms
CRM expert ? efficiencies and staff training (non-formal)
Assist during tax season by collecting documents & signature forms
Meeting and event planning and coordination
Trouble-shoot and interface with IT company
Maintain company website
Manage company Social Media
Attend and participate in client meetings when necessary
Assist in maintaining and improving overall office appearance
Track continuing education credits for President and CEO
Additional projects and project management as necessary

REQUIREMENTS:
High School Diploma
Business school, Associate?s Degree or equivalent a plus
2-4 years related experience
Excellent people skills ? ability to engage in conversation
Proficient in MS Word, Excel, Outlook and the Internet
Independent judgment required to plan, prioritize and organize workload
Communicate with clients in a professional and respectful manner
Professional appearance and telephone manner
Maintain good working relationships with co-workers
Maintain a high level of integrity and ethics

Relevant Word Search: Series 6, Series 7, Series 63, Series 65, Series 66,
Registered Client Service Associate, Registered Associate, Registered CSA,
Registered Senior Client Associate, Registered Financial Associate,
Registered Client Associate, Registered Sales Assistant, Registered Support
Assistant, Registered Sales Associate, Registered Service Associate, series
AND Client Associate, Service Associate, CSA, Financial Associate, Client
Associate, Sales Assistant, Support Assistant, Sales Associate


Category:
Alternative Investments // Asset Management // Broker Dealer

Contact:
jordan@bcius.com