Client Services Associate
.About the Firm:
Blue Chip Partners is a registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. Blue Chip Partners was named to the Financial Times list of Top 300 Registered Investment Adviser firms in 2020, 2018 and 2017. In 2020, Blue Chip Partners made Financial Advisor Magazine's Top 50 Fastest Growing RIA firms and its assets under management have increased from $300 million in 2015 to over $1 billion as of November 2021. Blue Chip Partners provides highly personalized financial planning and portfolio management services to over 650 clients.
Blue Chip Partners’ growth is directly attributable to the quality of our employees. Our approach is to compensate our employees fairly, invest in their professional development, and strive to have a corporate culture that results in their staying for the long-term. We are an organization that genuinely cares about each other and our clients. Blue Chip Partners looks to continue to expand this commitment to employees and clients by selectively adding to its credentialed team.
Role Summary:
Client Services Associates at Blue Chip Partners are the primary point of contact for both external clients and internal staff. This position is integral in setting the tone of the office and our client experience. CSA’s play a key role onboarding new clients, resolving service issues, maintaining high levels of client satisfaction, and providing ongoing client support. Day-to-day responsibilities involve interfacing with our internal financial advisory team to operationally execute various client and account needs, including account openings and money movements, as well as working closely with external custodians to ensure successful outcomes.
Essential Duties and Responsibilities:
- Serve as a representative of the firm and provide top-notch hospitality towards clients and other business relationships (vendors, professional partners, etc.)
- Prepare, process, and monitor all new client custodian/broker-dealer paperwork
- Monitor and execute money movements and administrative account changes related to client accounts
- Organize and store all account paperwork and/or instructions in electronic formats for easy retrieval and reference
- Oversee client account details within context of order management system and Customer Relationship Management (CRM) technologies
- Use technology to timely and accurately document client-related updates or activities performed
- Create and optimize efficient solutions to improve and automate workflows to support client service
Minimum Qualifications:
- Bachelor’s degree
- Strong academic and professional background
- Exceptional communication and presentation skills
- Strong attention to detail, poised, organized, and keen sense of urgency
- Able to manage multiple tasks efficiently
- Strong Excel skills and experience with Microsoft Office products
- Strong problem-solving skills and the ability to understand complex issues
- Team player
Preferred Qualifications:
- Highly competent verbal and written communicator
- Customer service-mindset and good organizational skills
- Exhibits professionalism, strong work ethic, and high degree of personal integrity given role’s contact with sensitive client information
- Able to manage multiple tasks efficiently
- Strong problem-solving skills and the ability to understand complex issues
- Able to work with internal staff and clients of varying personalities and skill levels
- Proven skills in learning and using a variety of technologies including CRM system, electronic document storage, MS Outlook, MS Word, and MS Excel programs
Preferred Qualifications:
- Bachelor’s degree preferred
- 3-5 years of experience in the financial industry preferred
Employment Particulars:
- Position Type: Full Time
- Position Location: Farmington Hills, MI. No virtual arrangements
- Total compensation commensurate with experience
- Excellent benefits including employer-subsidized medical and dental plans, 401(k) plan, and discretionary profit-sharing plan participation
- Great work environment and outstanding co-workers
How to Apply:
Please submit your resume to hr@bluechippartners.com
