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Client Support Specialist

Company: CIG Capital Advisors
Location: Southfield
Posted on: September 16, 2022

Job Description:

We have an immediate need for a Client Support Specialist 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 landscapeJob Type: Full-time

Keywords: CIG Capital Advisors, Southfield , Client Support Specialist, Other , Southfield, Michigan

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