Hill Island Financial · 11 hours ago
Registered Client Service Manager
Grand Rapids, MI
Full-time
Hybrid
Mid Level
$60K/yr - $125K/yr
3+ years expHill Island Financial is an award-winning investment firm based in Grand Rapids, Michigan, seeking a Client Service Manager to provide exceptional service and operational leadership for high-net-worth client families. This role focuses on delivering white-glove service, managing client requests, and ensuring a seamless client experience.
AdviceFinancial ServicesRetirementWealth Management
Responsibilities
Deliver referable client service – recognizing the caller ID and warmly answering the phone before it goes to voicemail, responding to emails same day or before noon the next day – solve problems or find someone on the team who can
Think a few steps ahead and anticipate client/colleague/team needs so we’re easy to do business with
Set expectations – enjoy feeling like the expert on how to get things done - from paperwork/digital forms to money movement to the strategic topics of financial planning – communicate a full 360 picture
Volunteer – seize the opportunity to get into Canva and design a new deck, partner with our IT vendor to learn how to create a salesforce process, etc
Integrity – do the right thing, all the time
Qualification
Required
Series 65 or FINRA SIE, Series 7 and 66 licensed (or required to pass within 90 days of hire)
Three years of finance industry experience
Knowledge of regulatory and corporate policies and procedures
Investment product knowledge (i.e., 401k, Tax, Retirement Plans, ETF's, Mutual Funds, Structured Products, Trust Operations, etc.)
College degree or higher
Organizational skills, including the ability to effectively plan, sequence, and prioritize tasks
Preferred
Small business/start-up/or tiger team within a larger organization experience
Benefits
Hybrid remote and in-person work environment with a flexible schedule
Short and long-term disability
Life insurance
100% employer paid health, vision, and dental insurance
$3,000 annual employer contributions to your Health Savings Account
10% employer 401(k) profit sharing plan contributions
Thirteen paid holidays
Flexible spending account
Unlimited paid time off at the start of your third year, (progressively increasing PTO in your first two years)
90-day maternity/paternity leave
Tuition reimbursement (guidelines apply)
Low interest employee loan program (house purchase, adoption, IVF)
Company
Hill Island Financial
Goal-based financial guidance to help you tackle today’s challenges and achieve your dreams. At Hill Island Financial, our mission is simple.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase