Client Services Associate
: Job Details :

About the Firm:

Blue Chip Partners, LLC, is a registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. In 2024, Blue Chip Partners was named one of the best places to work in Southeast Michigan by Crain's Detroit Business, ranking 8th on a list of 93 recognized firms. Blue Chip Partners has 31 employees and its assets under management have increased from $305 million in 2015 to over $1.5 billion as of September 30, 2024. Blue Chip Partners provides highly personalized financial planning and portfolio management services to over 800 clients. Our growth is a testament to the caliber of our team members. Blue Chip Partners hiring strategy is simple: we identify highly qualified individuals, compensate them fairly, invest in their professional development, and foster a corporate culture that results in their staying for the long-term.

For more information about Blue Chip Partners, LLC, visit our website www.bluechippartners.com.

Role Summary:

The Client Service Associate (CSA) at Blue Chip Partners is the primary point of contact for both external clients and internal staff. This position is integral in setting the tone of the office and our client experience. The CSA plays a key role in onboarding new clients, resolving service issues, maintaining high levels of client satisfaction, and providing ongoing client support. Day-to-day responsibilities involve interfacing with our internal financial advisory team to execute various client and account needs, including account openings and money movements, as well as working closely with external custodians to service client requests.

Essential Duties and Responsibilities:

• Provide highly responsive service to clients of the firm
• Prepare, process, and monitor all new client account paperwork
• Monitor and execute money movements and administrative account changes related to client accounts
• Coordinate all account paperwork and instructions for easy retrieval and reference
• Document service requests and schedule follow up in CRM system
• Optimize solutions to improve workflows to support client service

Minimum Qualifications:

• Keen attention to detail
• Customer service-mindset and excellent organizational skills
• Able to manage multiple tasks efficiently
• Strong problem-solving skills and the ability to understand complex issues
• Able to work with internal staff and clients of varying personalities and skill levels
• Proven skills in learning and using a variety of technologies including CRM system, electronic document storage, and Microsoft Office

Preferred Qualifications:

• Bachelor's degree preferred
• 3-5 years of experience in the financial industry preferred

Employment Particulars:

• Position Type: Full Time (hybrid)
• Position Location: Farmington Hills, MI.
• Total compensation commensurate with experience
• Excellent benefits including employer-subsidized medical and dental plans, 401(k) plan with company match
• Great work environment and outstanding co-workers