Full time
Integrated Capital Management
Bloomfield Hills, MI, USA
Position Summary We are looking for a first-class Client Service Specialist that is excited to contribute to a successful Registered Investment Advisory (RIA) firm. The ideal professional 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 (Schwab and Pershing) · Client onboarding (enter data into various applications) using electronic tools like DocuSign · Assisting advisors in preparation or follow-up to client meetings · Compliance support – ADV, SLOAs, and audits ·...
