Hill Island Financial · 23 hours ago
Grand Rapids, MI-based 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. The role focuses on delivering white-glove service, managing client requests, and ensuring a seamless overall 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
Small business/start-up/or tiger team within a larger organization experience
Organizational skills, including the ability to effectively plan, sequence, and prioritize tasks
Ability to relocate to Grand Rapids, MI before starting work
Benefits
401(k)
401(k) matching
Dental insurance
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Paid training
Parental leave
Professional development assistance
Relocation assistance
Retirement plan
Tuition reimbursement
Vision insurance
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