Top 808 Client advisor Jobs in Birmingham, Mi

Client Service Specialist
Integrated Capital Management —Bloomfield Hills, MI
- $50,000 - $100,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Health insurance
Quick Apply
Client Advisor - Part Time
Louis Vuitton —Troy, MI
- Part-time
- Entry level
- Commercial
Client Advisor - Saks Troy
Louis Vuitton —Troy, MI
- Full-time
- Entry level
- Commercial
Financial Advisor - Macomb County, MI and Surrounding Areas
Thrivent —Sterling Heights, MI
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Manager of Financial Advisors
Secure Financial Group —Troy, MI
- $82,480.07 - $150,000.00 a year
- Full-time
- Background check
- 5 years
- Mentoring
Quick Apply
Client Relationship Advisor
Financial Services of America —Troy, MI
- $52,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
Manager - Electrical Engineering
Ghafari —Dearborn, MI
- Full-time
- 7 years
- Office
- Master's degree
Client Service Associate
Stonebridge Financial Partners —Troy, MI
- From $65,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Kaizen Financial Group —Shelby Charter Township, MI
- From $45,000 a year
- Full-time
- Background check
- Research
- Office
- Paid training
- Paid holidays
Quick Apply
HVAC Apprentice - Experienced
Oak Electric —Waterford, MI
- $25 - $28 an hour
- Full-time
- Clean driving record
- Mid-level
- Residential
- Health savings account
- Health insurance
Quick Apply
Hybrid Board Certified Behavior Analyst / BCBA
BlueSprig —Warren, MI
- Up to $108,000 a year
- Full-time
- Mid-level
- US work authorization
- Pediatrics
- Continuing education credits
- Health savings account
Quick Apply
Relationship Manager
CoreCap Investments —Southfield, MI
- $60,000 - $80,000 a year
- Full-time
- Background check
- Research
- Mid-level
- Health savings account
- Health insurance
Quick Apply
Treasury Management Representative
Horizon Bank —Michigan
- Full-time
- Basic math
- Mid-level
- Office
Quick Apply
Tax Manager - CPA
Orion Placement —Detroit, MI
- $90,000 - $110,000 a year
- Full-time
- CPA
- Office
- Mentoring
- Dental insurance
- Paid time off
Quick Apply
Tax Manager - CPA
Orion Placement —Mount Clemens, MI
- $90,000 - $110,000 a year
- Full-time
- CPA
- Office
- Mentoring
- Dental insurance
- Paid time off
Quick Apply
Business Development Executive - Process Engineering
Ghafari —Dearborn, MI
- Full-time
- Marketing
- Engineering
- 11+ years
- Tuition reimbursement
Business Development Director - Federal Projects (AEC Industry)
Ghafari —Dearborn, MI
- Full-time
- Engineering
- 11+ years
- Analysis skills
- Tuition reimbursement
Tax Senior - Enterprise Group
UHY LLP —Farmington Hills, MI
- Full-time
- Background check
- CPA
- Research
- Health savings account
- Disability insurance
Quick Apply
Wealth Advisor - Sterling Heights, MI
Citizens Financial Group —Sterling Heights, MI
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
13d
LEAD PROJECT MANAGER
Bluewater Technologies Group —Wixom, MI
- Full-time
- Hybrid work
- Office
- 8 years
- Driver's License
Quick Apply

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client advisor jobs near birmingham, mi

Client Service Specialist

Integrated Capital Management
Bloomfield Hills, MI

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Job Details

Full-time
$50,000 - $100,000 a year

Benefits

Profit sharing
Health insurance
401(k)
Paid time off
401(k) matching

Qualifications

Confidential information handling
Microsoft Excel
Microsoft Outlook
Word embeddings
Research
Math
Bachelor's degree

Full Job Description

Position Summary

We are looking for a first-class Client Service Specialist that is excited to contribute to a successful Registered Investment Advisory (RIA) firm. The ideal professional will be interested in starting or building on their financial industry experience by assisting advisors and support staff with administrative support and investment research. The employer is a well-established financial planning practice located in Bloomfield Hills, Michigan.

The role is a full-time position (40 hrs./week). This is not a sales position.

Responsibilities:

Provide general administrative duties to support all financial advisors and support staff in the following areas:

· Assist with opening new client accounts through our custodians (Schwab and Pershing)

· Client onboarding (enter data into various applications) using electronic tools like DocuSign

· Assisting advisors in preparation or follow-up to client meetings

· Compliance support – ADV, SLOAs, and audits

· Maintain client data in CRM and performance reporting systems (Redtail, eMoney, Orion)

· Utilize eMoney software to build financial plans for clients

· Tracking and processing daily workflow

· Client first approach to all tasks

· Professional and positive attitudes are invited to apply

Required Qualifications:

· Bachelor’s degree required (Accounting, Finance, or Economics preferred)

· Must be detail oriented with strong math and analytical skills

· Able to manage multiple tasks, meet deadlines, and priorities effectively in a dynamic environment

· Experience in a financial planning or insurance business is preferred but not required

· Proficient with Microsoft Office (Word, Excel, Outlook, and PowerPoint) and internet savvy

· Able to maintain confidentiality. Demonstrated professionalism

· Happy working in a small office

· Ability to operate under limited/minimal supervision

Benefits:

· Base salary depending on direct experience

· Benefits include medical insurance, company 401(k) match, and profit sharing

· Paid vacation

Please forward your resume for immediate consideration.
[email protected]

Job Type: Full-time

Pay: $50,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off
Profit sharing

Education:

Bachelor's (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

client advisor jobs in birmingham, mi

Client Service Specialist

Client Advisor - Part Time

Client Advisor - Saks Troy

Financial Advisor - Macomb County, MI and Surrounding Areas

Manager of Financial Advisors

Client Relationship Advisor

Manager - Electrical Engineering

Client Service Associate

Financial Advisor

HVAC Apprentice - Experienced

Hybrid Board Certified Behavior Analyst / BCBA

Relationship Manager

Treasury Management Representative

Tax Manager - CPA

Tax Manager - CPA

Business Development Executive - Process Engineering

Business Development Director - Federal Projects (AEC Industry)

Tax Senior - Enterprise Group

Wealth Advisor - Sterling Heights, MI

LEAD PROJECT MANAGER

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