Client Services Manager

Bloom Advisors, Inc; Farmington Hills (MI); Hybrid; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health insurance (HSA)

401(k) match

Hybrid in-person/remote

Job summary

Bloom Advisors, Inc. seeks a Client Service Manager to support a diverse client base and collaborate with financial advisors. You will handle account paperwork, deposits and withdrawals, wire requests, rollovers, transfers, and estate distributions while ensuring superior client service.

You will assist with portfolio rebalances, perform trade execution support, generate client reports, and coordinate with custodians. Strong communication and tech skills are essential.

Qualifications

• At least 4 years in a financial advisory client service role or equivalent financial services experience.
• Outstanding verbal and written communication skills.
• Comfortable with technology including Microsoft Word, Excel, Outlook; experience with Wealthbox, Box and Black Diamond preferred.
• Bachelor's degree in finance, accounting or economics preferred.

Responsibilities

• Interact with clients, CPAs and fiduciaries professionally.
• Assist with account paperwork, deposits/withdrawals, wire requests, rollovers, transfers and estate distributions.
• Support advisory team with portfolio rebalances and trade execution.
• Run client reports (Wealthbox) and document interactions in CRM; liaise with custodians (Fidelity/Schwab).

Skills

Client-focused

Tech-savvy

Education

Bachelor's degree in finance, accounting or economics

Tools

Wealthbox

Box

Black Diamond

Job description

At Bloom Advisors, we put people first- our clients and our employees. We pride ourselves on being our clients' first phone call for all matters pertaining to their financial wellbeing - from the expected to the unexpected. We are hyper-focused on securing every individual's immediate and long-term financial goals and are looking for a Client Service Manager to join our tenured team. Since our founding in 1984, we have taken great pride in being a fiduciary serving the mass affluent. Unlike most financial advisors, advisors / client service managers do not have their own book of business. Instead, our staff works as a team to support Bloom clients. We believe this collaborative approach allows us to leverage our diverse experiences and expertise to provide clients with the best support possible. Our staff is treated like family, which is why our average employee tenure is over 17 years.

The role: Client Service Manager

Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You will work closely with the other client service managers and financial advisors to efficiently process client requests.

Key responsibilities

• Interact knowledgeably and professionally with clients, CPAs and fiduciaries.
• Provide an exceptional experience to our clients by supporting them with account paperwork, deposits / withdrawals, wire requests, rollovers, account transfers and estate distributions.
• Assist our advisory team with portfolio rebalances, including trade execution.
• Run reports for clients (using Black Diamond) and document client interactions in our CRM (Wealthbox).
• Liaise between clients and custodians - prior experience with Fidelity and Schwab preferred.
• Share documents with clients in our client portal
• Support advisors with financial planning preparation (MoneyGuide Pro)

Who you are:

• Client Focused: You exhibit unwavering integrity that points toward doing right by clients at every opportunity. Insights, interpersonal skills, and meticulous planning allow you to support and guide your clients. You are passionate about educating clients on the technology and channels available to better monitor, maintain, and handle their investments. You always speak to clients in a language they can understand (as we like to say, no geek speak) and work to educate and empower them to be more aware of their finances.
• Detail Oriented: You read the fine print and thoroughly review materials before sharing them with clients. You know how to closely manage your calendar and keep close tabs on outstanding to-do's. Clients know that if you say you will follow up, you always will. And, if a client forgets to do something, they can count on you to give them a gentle reminder to get it done.
• The Bloom Way: You treat our clients and your coworkers like family. You are a collaborative worker and support your colleagues.

Qualifications

• At least 4 years in a financial advisory client service role or equivalent financial services experience.
• Demonstrated success in previous client service roles.
• Comfortable with technology, including Microsoft Word, Excel, Outlook. Experience with Wealthbox, Box and Black Diamond preferred.
• Outstanding verbal and written communication skills.
• Experience placing trades on custodial platforms.
• Excellent mathematical skills and comfort with calculations (e.g., gross v net distributions for IRAs, trades on a pro-rata basis, etc.)
• Financially literate, including understanding the differences between equities, bonds, mutual funds (opened and closed ended) and order types (market, day limit, GTC limit).
• Bachelor's degree in finance, accounting or economics preferred.

What You Will Receive

• Comprehensive compensation that includes a base salary and quarterly incentives
• Health insurance, including HSA contribution
• 401(k) match
• Flexible work environment - hybrid in person / remote structure
• Joining an excellent, experienced, and family-focused team