Client Service Associate

Company: CIG Capital Advisors
Location: Southfield
Posted on: May 6, 2022

Job Description:

We have an immediate need for a Client Service Associate who will support the Wealth Management and Operations teams in activities related to client service and relationship management. The Client Support Specialist will play an important role in assisting our high-net-worth clients directly, including responding to client needs and questions, client service meeting preparation and related follow-up. This position will be in-person at our Southfield, MI office.

Founded in 1997, CIG Capital Advisors (CIG) is a wealth management and business advisory services firm serving high-net-worth (HNW) clients-enabling these individuals and families to focus on what is most important to them. Within the HNW space, CIG focuses on, though not exclusively, the medical profession. After more than two decades, CIG remains dedicated to understanding client's unique needs and consistently delivering tailored solutions designed to "elevate the success" of those the firm serves.

You will be part of a collaborative culture across multi-disciplined teams leveraging best-in-class technology, refined processes, and a growth-oriented approach within a service culture. If you're a self-starting, detail-oriented strategic thinker with a passion for serving the varied needs of clients, this is a role tailored to you.

How you'll make an impact
Assist Wealth Management team with presentation materials and collaborating with marketing on collateral materials
At the direction of Senior Advisors and Wealth Managers, prepare individualized materials for client meetings
Support operational procedures and compliance requirements including preparation and processing of new account paperwork and various account forms and documents
Assist with scheduling appointments and follow-up/communicate with clients as directed
Prepare, audit, and process client account applications, insurance applications, asset transaction requests, and other misc. requests for the Wealth Management team
Technology support and maintenance of Tamarac Reporting and CRM systems for the Wealth Management team
Research, propose and attend continuing education and training opportunities to broaden relations, network, and deepen knowledge of trends, practices, products, and competitive landscape

Requirements
Bachelor's degree - major in finance, accounting, business, economics, or related field
One to three years of work experience in wealth management planning, investment banking, asset management, or sales
Must be able to obtain the SIE, Series 7 and 66 licenses within 3-months of employment
Plans to obtain CFP or CFA is preferred, but not required
Reside within a one-hour commute from our Southfield, MI office (this position is not remote)

What makes you a great fit
To be successful in this role, you will need to think like an entrepreneur, demonstrate responsibility and accountability, exhibit attention to detail and accuracy, and have a problem-solving, growth mindset.
Strong passion for helping clients and fully understanding their needs and interests
Innate ability to build relationships by prioritizing, managing, and completing requests from multiple team members and clients in a collaborate manner
Strong organizational skills, accuracy, service-minded and meticulous adherence to details
Enthusiasm to learn and grow your financial planning knowledge with a desire to face new and exciting projects each day
Ability to change course, modify actions, and embrace change
Proficient in Microsoft Office (Word, PowerPoint, and Excel)
Excellent written and verbal communication skills
Positive attitude and a belief in the strength of collaboration among a team

What you can expect from us
Mentoring within a disciplined process
Personal and professional development and growth
Support for continuing education
Growing firm with a values-based culture
Career advancement opportunities

Keywords: CIG Capital Advisors, Southfield , Client Service Associate, Accounting, Auditing , Southfield, Michigan