Client Support Specialist

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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 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
• 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

Job Type: Full-time

Schedule:

• Monday to Friday

Education:

• Bachelor's (Required)

Experience:

• Wealth Management , investment banking or asset mgmt: 1 year (Required)

Work Location:

• One location

Work Remotely:

• No

Work Location: One location