Client Service Associate

Optimal Capital is a boutique wealth management firm that was founded in pursuit of elevating industry standards of care by always acting in the best interest of our clients. We provide advanced wealth planning, investment consulting and lifestyle & administrative services for families as we help them achieve their financial goals.

Traverse City, MI

Optimal Capital

<span class="lt-line-clamp__raw-line">Optimal Capital enables driven and successful entrepreneurs, business professionals, and private investment firms to build their Optimal Financial World. <br /><br />The firm possesses deep expertise developing relationships with closely held businesses to introduce a cohesive team of consummate professionals, assisting pre-transaction planning and liquidity management.<br /><br />Clients deserve service that is focused on their core values and achieving their financial goals. Optimal employs a holistic wealth management formula that delivers investment consulting, advanced planning and relationship management. No one has the time to be a leading expert in all facets of wealth management, which is why clients can benefit from a high-performing virtual family office. <br /></span>

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Part Time - Full Time

$18 – 20 per hour

Overview: We are looking for a professional to join our client services team in Traverse City. Be a part of a dynamic team interfacing with all sides of the business: investments, clients and operations. The ideal candidate would be passionate about helping others, is self-motivated and believes strongly in providing exceptional client service. This is an opening best suited for someone who is looking for a flexible work schedule of 25 &ndash; 30 hours a week, with the opportunity to grow into a full-time position.
Responsibilities: <ul> <li>Assist team with daily tasks, including scheduling, preparing correspondence and providing customer service.</li> <li>Coordinate and facilitate new account openings.</li> <li>Effectively and professionally communicate with clients over the phone.</li> <li>Conduct client service functions, including client account maintenance, service request responses, investment administration support, and process client deposits and withdrawals.</li> <li>Uphold client confidentiality.</li> <li>Maintain CRM system and client meeting notes.</li> <li>Ability to handle multiple assigned projects and meet appropriate deadlines.</li> <li>Scanning, filing, organizing, and cleaning of office space.</li> </ul>
Requirements: <ul> <li>Minimum high school diploma or equivalent education.</li> <li>Strong Microsoft Office skills with ability to independently construct necessary PowerPoints and excel spreadsheets.</li> <li>Experience in the financial services industry preferred, but not required.</li> <li>Exposure to operational matters and project management.</li> <li>Work independently, effectively and efficiently.</li> <li>Highly self-motivated, with the ability to assess a situation and find a pragmatic, operationally feasible and efficient solution.</li> <li>You are well organized, eager to learn and a good team player.</li> </ul>