Our Focus: Financial Services
We connect the right people with the right positions throughout the financial community.
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.
Client Service Manager (1210-1)
Kalamazoo, MI area
Provide support to Client Service Director in account opening/maintenance
ensuring forms are processed correctly and efficiently
Follow-up with investment and custodians to confirm processing is completed
and troubleshoot/resolve operational issues
Review/process financial transactions (check deposits/account transfers/ACH
and wire transactions)
Compose general client correspondence/compliance-related letters and submit
for compliance approval as needed
Prepare proposals/current asset allocations/balance sheets for wealth
Prepare/process paperwork and establish/maintain accounts for broker/dealer
clients (annuities, retirement plan accounts, 529/college savings plans),
asset transfers, deposits, withdrawals, etc.
Bachelorís degree preferably in business, accounting, finance, economics, or
3-7 years of experience in client service and/or operations in the financial
services industry (preferably with an independent RIA/Bank/Wealth Management
CFP or CPA or CFA required
Proficiency in Microsoft Office/Excel/PowerPoint; excellent
communication/presentation skills; polished presence
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