RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with over $9 billion in assets under management. We are currently seeking a Client Service Administrator to join our Wealth Management team in our new St. Joseph, MI office. This is an exciting opportunity for a hard-working team player who wants to make an impact in a fast-paced, entrepreneurial environment.
Prepare reports, mailings, and materials for client meetings
Prepare meeting minutes, meeting notes and internal support materials
Schedule visitors, appointments, client meetings, conference rooms and travel
Phone coverage for team
Prepare, review and submit team expense reports
Coordinate and oversee the completion of special operational/administrative projects (vendor negotiations, client/prospect events, etc.)
Prepare new client paperwork
Office manager related responsibilities
Open and close the office (lights, security access, etc.)
Welcome clients and visitors
Maintain a clean and welcoming office and kitchen
Maintain office and kitchen supplies
RMB Capital Management, LLC offers a dynamic work environment and competitive compensation and excellent benefits such as:
401(k) and profit sharing plan
Flexible spending accounts
RMB Capital Management, LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, RMB Capital Management, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation and training.
Strong personal computer skills including Microsoft Word and Excel
Excellent written and verbal communication skills
Attention to detail and strong organizational skills
Strong work ethic and able to prioritize multiple projects
An entrepreneurial spirit and passion to serve clients
About RMB Capital
For high-net-worth individuals and families, RMB Wealth Management provides holistic financial planning services as well as asset allocation recommendations and investment implementation. Our goal is to pilot a personalized financial plan designed with your best interests, unique needs, and long-term objectives in mind.
For institutional investors, RMB Asset Management offers equity, fixed income, and alternative investment strategies run by highly experienced portfolio managers. Our goal is to deliver solutions that satisfy distinct objectives within each institution’s overall asset allocation.
For employers, RMB Retirement Plan Solutions serves as a co-fiduciary, providing retirement plan consulting based on a comprehensive assessment of each employer’s unique needs. Our goal is to optimize outcomes for the organization, its employees, and its executives.