Integrated Capital Management · 1 day ago
Client Services Associate
Bloomfield Hills, MI
Full-time
Onsite
New Grad, Entry Level
$60K/yr - $100K/yrIntegrated Capital Management is a well-established financial planning practice located in Bloomfield Hills, Michigan, seeking a Client Services Associate. The role involves providing administrative support to financial advisors, assisting with client onboarding, compliance support, and maintaining client data.
Financial Services
Responsibilities
Provide general administrative duties to support all financial advisors and support staff in the following areas:
Assist with opening new client accounts through our custodians (Schwab and Pershing)
Client onboarding (enter data into various applications) using electronic tools like DocuSign
Assisting advisors in preparation or follow-up to client meetings
Compliance support – ADV, SLOAs, and audits
Maintain client data in CRM and performance reporting systems (Redtail, eMoney, Orion)
Utilize eMoney software to build financial plans for clients
Tracking and processing daily workflow
Client first approach to all tasks
Professional and positive attitudes are invited to apply
Qualification
Required
Bachelor's degree required (Accounting, Finance, or Economics preferred)
Must be detail oriented with strong math and analytical skills
Able to manage multiple tasks, meet deadlines, and priorities effectively in a dynamic environment
Proficient with Microsoft Office (Word, Excel, Outlook, and PowerPoint) and internet savvy
Able to maintain confidentiality. Demonstrated professionalism
Happy working in a small office
Ability to operate under limited/minimal supervision
Preferred
Experience in a financial planning or insurance business is preferred but not required
Benefits
Medical insurance
Company 401(k) match
Profit sharing
Paid vacation
Company
Integrated Capital Management
Integrated Capital Management is a Comprehensive Wealth Management Firm which specializes in assisting retirees, business owners, corporate executives, physicians, attorneys, and high net worth individuals in meeting their personal financial goals.
Founded in 2010Bloomfield Hills, MI, US
2-10 employeesFunding
Current Stage
Early StageCompany data provided by crunchbase