Financial Services Coordinator
1 day ago
Stonebridge Financial Partners, LLC is seeking a highly motivated and detail-oriented Client Services Associate to join our team. As a key member of our wealth management team, you will play a critical role in delivering exceptional client service and support.
Responsibilities:- Collaborate with Wealth Advisors to prepare for client meetings, participate in client meetings, and follow up with notes and action items.
- Process client contributions and distributions.
- Schedule client meetings as needed.
- Provide backup support to the Operations Hub, preparing paperwork and processing checks.
- Act as the primary point of contact for clients, addressing their requests and issues, or engaging the assigned Wealth Advisor to ensure timely resolution.
- Utilize software programs to prepare comprehensive financial plans, asset allocation plans, insurance, and research requests and recommendations.
- Prepare materials for client meetings.
- Support Wealth Advisors in planning and preparation for prospective new client proposals.
- Contribute to the achievement of team goals and objectives.
- Bachelor's degree in a finance-related field from an accredited institution.
- Desire to begin industry licensing (Series 7, Series 66, etc.) within 12-18 months of employment.
- Minimum 2 years of related experience with an investment management/advisory firm.
- Strong verbal and written communication skills, with the ability to engage with clients and prospective clients.
- Detail-oriented with excellent organizational and time management skills.
- Demonstrated ability to build financial plans grounded in fundamental financial disciplines.
- Knowledge of and curiosity to learn financial markets and investment securities.
- Ability to multitask in a smaller team environment.
- Demonstrated client service orientation.
- Experience with financial planning software (e.g., eMoney, Orion).
- Experience with CRM software (e.g., WealthBox).
- FINRA Series 7, 66, or similar license.
Stonebridge Financial Partners, LLC offers a great working environment, competitive compensation, and opportunities for professional growth and development.
-
Financial Services Coordinator
3 days ago
Grand Rapids, Michigan, United States Stonebridge Financial Partners LLC Full timeJob Title: Client Services AssociateStonebridge Financial Partners, LLC is seeking a highly skilled and motivated Client Services Associate to join our team. As a key member of our wealth management team, you will play a critical role in delivering exceptional client service and support.Key Responsibilities:Collaborate with Wealth Advisors to prepare for...
-
Service Financial Coordinator
20 hours ago
Grand Rapids, Michigan, United States Sunrise Systems, Inc. Full timeJob Title: Service Financial CoordinatorAt Sunrise Systems, Inc., we are seeking a highly skilled Service Financial Coordinator to join our team. As a Service Financial Coordinator, you will be responsible for managing the financial and operational aspects of our service activities.Key Responsibilities:Support business leaders by creating and interpreting...
-
Marketing Coordinator Lead
1 week ago
Grand Rapids, Michigan, United States Mattson Financial Services Full timeJob OpportunityMattson Financial Services is a leading financial services company that provides comprehensive services to meet all your financial and retirement planning needs. We are seeking a highly skilled and motivated team member to fill a newly created Lead Marketing Coordinator position.As a Lead Marketing Coordinator, you will be responsible for...
-
Service Financial Coordinator
5 days ago
Grand Rapids, Michigan, United States Rose International Full timeJob SummaryThe Service Biller is a key member of the Rose International team, responsible for ensuring the smooth operation of service financial and administrative tasks. This role requires strong analytical and communication skills, as well as the ability to work effectively in a fast-paced environment.Key ResponsibilitiesFinancial Management: Collects,...
-
Marketing Coordinator Lead
4 days ago
Grand Rapids, Michigan, United States Mattson Financial Services Full timeJob DescriptionAt Mattson Financial Services, we are seeking a highly skilled and motivated Marketing Coordinator Lead to join our team. As a key member of our marketing department, you will be responsible for developing and implementing marketing campaigns, managing social media platforms, and analyzing marketing metrics to drive business growth.Key...
-
Financial Analyst
3 weeks ago
Grand Rapids, Michigan, United States Creative Financial Staffing Full timeJob Title: Project AccountantLocation: Remote OpportunitySchedule: Monday - Friday, 8 AM - 5 PM (Flexible)Pay: $50,000 - $60,000 (Competitive)Work Arrangement: Hybrid after trainingJob Summary:We are seeking a highly skilled Project Accountant to join our team at Creative Financial Staffing. As a Project Accountant, you will be responsible for providing...
-
Client Service Associate
3 days ago
Grand Rapids, Michigan, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a Client Service Associate, you will provide administrative support to our financial advisors, focusing on corporate retirement plans. Your primary responsibilities will include managing client service materials, coordinating...
-
Client Service Associate
2 weeks ago
Grand Rapids, Michigan, United States Stifel Financial Full timeJob SummaryWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Stifel Financial. As a key member of our corporate retirement plans team, you will provide administrative and clerical support to our financial advisors, ensuring seamless client service and operational efficiency.Key ResponsibilitiesManage client...
-
Financial Services Director
7 days ago
Grand Rapids, Michigan, United States Ada Bible Church Full timeAbout the RoleWe are seeking a highly skilled and experienced Relationship Manager to join our team at Ada Bible Church. As a key member of our financial services team, you will be responsible for leading the coordination of financial services to provide a seamless delivery of outstanding client experiences and outcomes.Key ResponsibilitiesPro-actively...
-
Financial Analyst
3 weeks ago
Grand Rapids, Michigan, United States Creative Financial Staffing Full timeFinancial Analyst OpportunityAbout Creative Financial StaffingCreative Financial Staffing is a leading provider of financial staffing solutions, dedicated to connecting talented professionals with top companies in the industry. Our team is passionate about delivering exceptional service and building long-lasting relationships with our clients and...
-
Financial Manager
5 days ago
Grand Rapids, Michigan, United States Creative Financial Staffing Full timeAccounting Manager PositionWe are seeking an experienced Accounting Manager to join our team at Creative Financial Staffing. As a key member of our financial team, you will play a pivotal role in driving financial success in a dynamic manufacturing company.Job Responsibilities:Financial Management: Oversee the financial operations of the company, including...
-
Financial Professional
2 weeks ago
Grand Rapids, Michigan, United States Creative Financial Staffing Full time{"h1": "Accountant Position at Creative Financial Staffing", "p": "Creative Financial Staffing has partnered with a growing organization to fill an Accountant position. Our client is a comprehensive provider of mental health counseling, substance use treatment, and family services in West Michigan.", "ul": [{"li": "Robust health insurance options"}, {"li":...
-
AP Coordinator
2 weeks ago
Grand Rapids, Michigan, United States Creative Financial Staffing Full timePart-Time AP CoordinatorLocation: Grand Rapids, MIJob Summary:We are seeking a highly organized and detail-oriented Part-Time AP Coordinator to join our team at Creative Financial Staffing. As an AP Coordinator, you will be responsible for monitoring the AP inbox, sending invoices internally for approval, and processing payments twice weekly.Key...
-
Financial Professional
1 day ago
Grand Rapids, Michigan, United States Creative Financial Staffing Full timeAccountant OpportunityCreative Financial Staffing has partnered with a reputable organization seeking an experienced Accountant to join their team. This mid-sized nonprofit is dedicated to providing comprehensive mental health counseling, substance use treatment, and family services in West Michigan.Why this organization?Competitive health insurance...
-
Financial Professional
6 days ago
Grand Rapids, Michigan, United States Creative Financial Staffing Full timeAccountant OpportunityCreative Financial Staffing has partnered with a reputable organization seeking an experienced Accountant to join their team. This mid-sized nonprofit is dedicated to providing comprehensive mental health counseling, substance use treatment, and family services in West Michigan.Why this organization?Competitive health insurance...
-
Financial Controller
2 days ago
Grand Rapids, Michigan, United States Creative Financial Staffing Full timeController Job DescriptionCreative Financial Staffing is partnering with a leading organization to find a skilled Controller to oversee all aspects of accounting, finance, internal controls, operations, and HR. This dynamic and fast-paced organization is seeking a like-minded individual to support organizational leadership in strategic growth efforts.Key...
-
Financial Controller
2 weeks ago
Grand Rapids, Michigan, United States Creative Financial Staffing Full timeController Job DescriptionCreative Financial Staffing is partnering with a leading organization to identify a Controller who will oversee all aspects of accounting, finance, internal controls, operations, and HR. This dynamic and fast-paced organization is seeking a like-minded individual to support organizational leadership in strategic growth efforts.Key...
-
Director of Student Financial Services
4 weeks ago
Grand Rapids, Michigan, United States Grand Rapids Community College Full timeJob SummaryWe are seeking an experienced Executive Director of Financial Aid to lead our Financial Aid Office and provide strategic direction for our student financial services. The successful candidate will have a strong background in financial aid administration, regulatory compliance, and staff supervision.Key ResponsibilitiesLead and supervise the daily...
-
Financial Services Manager
2 weeks ago
Grand Rapids, Michigan, United States Cetera Investment Services LLC Full timeJob Title: Producing ManagerThe Producing Manager is a key role at Cetera Investment Services LLC, responsible for providing financial planning, financial advice, and investment management to serve the needs of the bank's consumer and business customers.Key Responsibilities:Develop a client base to which appropriate wealth management products can be...
-
Financial Analyst
2 weeks ago
Grand Rapids, Michigan, United States Creative Financial Staffing Full timeStaff Accountant OpportunityWe are seeking a detail-oriented Staff Accountant to join our client's team in a hybrid role that offers the opportunity to work both in-office and remotely. This full-time position provides growth opportunities and the chance to build on your accounting experience.Key Responsibilities:Process accounts payable (AP), including...