Client Services & Operations Specialist

Beacon Hill; Grand Rapids (MI); On-site; USD 50,000 - 58,000; Full time

Benefits offered by this job

Health insurance

Paid time off

Retirement plan

Volunteer time off

Job summary

Beacon Hill is seeking a Client Service Associate to join the Client Service/Operations team in Grand Rapids, MI. The role focuses on servicing daily business requests and collaborating with advisor offices, custodians, and vendors to ensure efficient processing.

The position supports advisor follow ups, new business reviews, cashiering transactions, and reporting duties, with a preference for a Series 6/7/65/66 license but not required. Competitive benefits offered.

Qualifications

• A Series 6, 7, 65 or 66 license is preferred but not required.
• 3+ years in financial services preferred.
• Strong communication and multitasking abilities.

Responsibilities

• Servicing daily business and service requests for the Service/Operations team.
• Work with advisor offices, custodians and vendors to process requests efficiently.
• Follow up with advisors, review new business, cashiering transactions and reporting duties.

Skills

Communication skills

Fast-paced work

Multi-tasking

Organizational skills

Attention to detail

Client service

Problem solving

Self-management

Cross-task training

Job description

Beacon Hill is seeking a Client Service Associate to join the Client Service/Operations team in Grand Rapids, MI. The role focuses on servicing daily business requests and collaborating with advisor offices, custodians, and vendors to ensure efficient processing.

The position supports advisor follow ups, new business reviews, cashiering transactions, and reporting duties, with a preference for a Series 6/7/65/66 license but not required. Competitive benefits offered.