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.
Assistant Client Service Manager (1210-2)
Kalamazoo, MI area
Provide support to Client Service Manager in account opening/maintenance;
ensure forms are processed correctly/efficiently. Scope of responsibilities
similar to Client Service Manager, plus will prepare meeting materials for
wealth management clients and necessary account maintenance paperwork,
performance reports, and periodic client reporting as requested/needed
Bachelorís degree preferably in business/accounting/finance/economics or
1-3 years of experience in client service and/or operations in financial
services (preferably with an independent RIA, Bank, Wealth Management firm)
CFP or CPA or CFA preferred or in the process of completing one of them
Proficiency in Microsoft Office/Excel/PowerPoint; excellent
communication/presentation skills; polished presence
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