Client Services Manager

Midwest Capital Advisors is an independent, fee-only, SEC-registered investment advisory firm based in Grand Rapids, MI. We provide fiduciary investment management and financial planning services to a range of clients including employers, individuals, and not-for-profit entities. We are a recognized, growing leader in retirement plan consulting and management for businesses and wealth management for families.

 

We are looking for a Client Services Manager to support the firm’s key businesses: retirement plan and wealth management. Key responsibilities include preparing for and conducting client meetings, communicating with clients, and taking an active role in the education services provided for plan participants.

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