Client Success Manager - Wealth Advisory Team

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

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.