Operations & Administrative Associate – Client Services

Mainstay Capital Management, LLC; Grand Blanc (MI); On-site; USD 40,000 - 130,000; Full time

Benefits offered by this job

Signing bonus

Bonuses for professional designations

Job summary

Mainstay Capital Management, LLC is seeking an organized administrator/ops professional in Michigan to be the first point of contact for clients. You will answer phones, greet clients, and handle requests from clients and custodians, while ensuring smooth daily operations.

The role emphasizes superior communication, teamwork, and multi-tasking in a fast-paced environment with opportunities for bonuses and advancement as the firm grows.

Qualifications

• Excellent communication and relationship-building skills.
• Experience in financial services industry preferred.
• Proficiency in Microsoft Office Applications.
• Ability to perform efficiently in a fast-paced environment.
• Proactive with ability to work individually or with a team.

Responsibilities

• Answer phones and greet clients and prospective clients.
• Daily interaction with clients, prospective clients, and custodians; address requests.
• Process paperwork.
• Assist in trading client portfolios.

Skills

Communication

Relationship building

Multitasking

Organizational skills

Teamwork

Education

Business degree

Tools

Microsoft Office

Job description

Mainstay Capital Management, LLC is seeking an organized administrator/ops professional in Michigan to be the first point of contact for clients. You will answer phones, greet clients, and handle requests from clients and custodians, while ensuring smooth daily operations.

The role emphasizes superior communication, teamwork, and multi-tasking in a fast-paced environment with opportunities for bonuses and advancement as the firm grows.