Find & Apply For Scheduler / Operations Coordinator Jobs in Grosse Pointe Farms, Michigan

Investment Operations and Client Service Associate Backman Wealth Management Grosse Pointe Farms, MI Job Details Full-time $55,000 - $60,000 a year 15 hours ago Benefits Profit sharing Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Qualifications Customer communication Research Task prioritization Full Job Description Position Overview We are seeking a highly organized, detail-oriented, and client-focused Investment Operations & Client Service Associate to support our growing wealth management practice. The ideal candidate will possess strong relationship management skills, financial services experience, and the ability to manage multiple priorities in a fast-paced environment. This position plays an integral role in delivering seamless client experience while supporting advisors in implementing investment and wealth management strategies Key Responsibilities Client Service & Account Support Serve as a primary contact for client service requests. Assist with account openings, transfers, rollovers, distributions, deposits, and withdrawals. Respond to client inquiries, collect required documentation, and coordinate meetings. Prepare and process client paperwork and account forms. Investment & Account Administration Open and maintain brokerage, IRA, SMA, and trust accounts. Process beneficiary changes, account updates, and advisory account maintenance. Support portfolio implementation and investment recommendations. Retirement & Transfer Processing Coordinate 401(k) and IRA rollovers and account transfers. Work with custodians and financial institutions to resolve account and transfer requests. Assist with retirement planning, Roth conversions, and account funding decisions. Cash Management & Trading Support Process contributions, withdrawals, distributions, ACH transactions, wire transfers, and account transfers. Monitor account cash balances and support trading and portfolio activities. Assist with investment research, asset allocation reviews, and portfolio proposals. Compliance & Documentation Maintain client records, compliance documentation, and case notes. Process required regulatory forms and ensure audit readiness. Manage e-signatures, transfer paperwork, and document retention. Custodian & Operations Coordination Partner with custodians, retirement plan providers, and internal operations teams to complete client requests. Track service requests, follow-up items, and workflow priorities. Support operational reporting and office administration. Wealth Planning & Insurance Support Assist with insurance servicing, trust administration, beneficiary updates, and estate planning support. Support advisors in delivering comprehensive wealth management solutions. Qualifications • Bachelor's degree Life & Health Insurance License preferred or willingness to obtain upon hire. Financial services or insurance industry experience preferred. Strong customer service and administrative support experience. Excellent written and verbal communication skills. Proficiency with Microsoft Office and data management systems. Strong organizational skills with the ability to manage multiple priorities. Detail-oriented with a high degree of accuracy. Self-motivated, proactive, and committed to continuous learning. Ability to work independently and collaboratively. Demonstrated professionalism and discretion when handling confidential information. Benefits Health, Dental, and Vision Insurance Matching 401(k) with profit sharing and cash balance pension contribution Paid time off Requirements Candidates must be able to reliably commute to or relocate to Grosse Pointe Farms, MI 48236, prior to their start date. Join a growing financial services practice where you'll make a meaningful impact on client relationships, business operations, and overall practice success.

Pay:

$55,000.00 - $60,000.00 per year

Work Location:

In person