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Client Services Manager

Job Description

The Client Service Manager (CSM) will be responsible for supporting the firm’s advisors as they prepare for and conduct client meetings, communicating directly with clients as needed, and taking an active role in the education services we provide plan participants. The ideal candidate is client-focused, highly dependable, analytical and a team player. He or she will have an entrepreneurial mindset, be able to operate autonomously, and be comfortable working in a small office setting, which often requires adapting to new responsibilities as the firm continues to grow and evolve. This role does not require any sales. If you are interested in joining a respected, fun, growing, team-based advisory firm with a competitive compensation package and rewarding career path, apply now by emailing your resume and a cover letter to mdesmyter@midwestcap.com.

Essential Duties and Responsibilities

Retirement Plan Services

 Committee meeting preparation: Prepare meeting agendas, investment monitoring reports, fee benchmarking, plan demographic reporting, and other related materials as needed.

 Act as liaison between retirement plan clients and client’s record-keeper, TPA, and benefits counsel

 Handle plan participant inquiries, enrollments, and transfers

 Assist in the establishment and maintenance of retirement plan client files and CRM records

 Schedule and participate in retirement plan group education and enrollment meetings as needed

 Schedule and participate in ongoing committee meetings for existing clients as needed

 Assist, collaborate, and partner with lead advisor for all retirement plan servicing needs

Wealth Management Services

 Assist lead advisors in preparing for client meetings

 Request needed information from client and update financial planning software in advance of client meetings

 Process transfers, account openings, and other administrative tasks to ensure a seamless, positive client experience

 Communicate directly with clients as needed

 Prepare and submit documentation required to facilitate business through our custodian, Charles Schwab.

Required Qualifications

 Bachelor’s degree required (finance, economics or business preferred)

 Registered as an IAR in the state of Michigan or able to become registered within the first six months

 2-5 years of relevant investment or financial advisory experience

 Highly analytical and detail oriented

 Excellent verbal and written communication skills

 Experience with financial planning and CRM software a plus

 Willingness to obtain and/or maintain at least one firm-approved professional designation

 Ability to clearly and effectively communicate on complex financial topics

 Strong interest in long-term career path

 Positive attitude and sincere willingness to constantly learn and grow

 Ability to identify and solve problems in an effective manner

 Experienced collaborator in a team-based environment

This is a full-time position. MCA offers a competitive compensation package, including 401(k) retirement plan, health insurance, paid time off, and bonus opportunity. Salary is commensurate with experience.

Send cover letter and resume to mdesmyter@midwestcap.com.

Posting date: TBD. Position is open until filled.

Midwest Capital Advisors is an equal opportunity employer and does not discriminate against any employee or applicant for employment based on race, color, religion, national origin, age, gender, sex, ancestry, citizenship status, mental or physical disability, genetic information, sexual orientation, veteran status, or military status.

Contact: mdesmyter@midwestcap.com