Blue Chip Partners (Farmington Hills, MI) Seeking Client Services Associate AND Investment Operations Analyst

About the Firm:
Blue Chip Partners is a registered investment advisory (RIA) firm headquartered in Farmington Hills, Michigan. Blue Chip Partners was named to the Financial Times list of Top 300 Registered Investment Adviser firms in 2020, 2018 and 2017. In 2020, Blue Chip Partners made Financial Advisor Magazine’s Top 50 Fastest Growing RIA firms and its assets under management have increased from $300 million in 2015 to over $1 billion as of November 2021. Blue Chip Partners provides highly personalized financial planning and portfolio management services to over 650 clients.
Blue Chip Partners’ growth is directly attributable to the quality of our employees. Our approach is to compensate our employees fairly, invest in their professional development and strive to have a corporate culture that results in their staying for the long-term. We are an organization that genuinely cares about each other and our clients. Blue Chip Partners looks to continue to expand this commitment to employees and clients by selectively adding to its
credentialed team. Please visit our website at www.bluechippartners.com. Delegate Confidently™ with Blue Chip
Partners, an equal opportunity employer.

Client Services Associate

Role Summary:
Client Services Associates at Blue Chip Partners are the primary point of contact for both external clients and internal staff. This position is integral in setting the tone of the office and our client experience. CSA’s play a key role onboarding new clients, resolving service issues, maintaining high levels of client satisfaction, and providing ongoing client support. Day-to-day responsibilities involve interfacing with our internal financial advisory team to operationally execute various client and account needs, including account openings and money movements, as well as working closely with external custodians to ensure successful outcomes.

Essential Duties and Responsibilities:

 Serve as a representative of the firm and provide top-notch hospitality towards clients and other business relationships (vendors, professional partners, etc.).
 Prepare, process, and monitor all new client custodian/broker-dealer paperwork.
 Monitor and execute money movements and administrative account changes related to client accounts.
 Organize and store all account paperwork and/or instructions in electronic formats for easy retrieval and reference.
 Oversee client account details within context of order management system and Customer Relationship Management (CRM) technologies.

 Use technology to timely and accurately document client-related updates or activities performed.
 Create and optimize efficient solutions to improve and automate workflows to support client service.

Minimum Qualifications:
 Keen attention to detail.
 Highly competent verbal and written communicator.
 Customer service-mindset and good organizational skills.
 Exhibits professionalism, strong work ethic, and high degree of personal integrity given role’s contact with sensitive client information.
 Able to manage multiple tasks efficiently.
 Strong problem-solving skills and the ability to understand complex issues.
 Able to work with internal staff and clients of varying personalities and skill levels.
 Proven skills in learning and using a variety of technologies including CRM system, electronic document storage, MS Outlook, MS Word, and MS Excel programs.

Preferred Qualifications:
 Bachelor’s degree preferred.
 3-5 years of experience in the financial industry preferred.

Employment Particulars:
 Position Type: Full Time
 Position Location: Farmington Hills, MI. No virtual arrangements.
 Total compensation commensurate with experience.
 Excellent benefits including employer-subsidized medical and dental plans, 401(k) plan, and discretionary profit-sharing plan participation.
 Great work environment and outstanding co-workers.

 

Investment Operations Analyst

Role Summary:
The Investment Operations Analyst will touch various facets of Blue Chip’s client service and investment processes and will require an analytical, tech-savvy, process-oriented person interested in the investment field. We consider this a hybrid role, primarily focused on serving as a business expert on the Tamarac systems and processes used to manage our client accounts. Secondarily, this role will assist the Director of Investments with investment-related projects. The latter is expected to be less of an emphasis in the near-term. However, this may morph into a larger portion of the role over time, as skills develop, interests are evaluated, and firm needs are assessed. The ideal candidate will be interested in pursuing a career in finance or the investment industry and be open to pursuing the Chartered Financial Analyst (CFA) designation in the future. This role will necessitate becoming an expert about the various ways Blue Chip utilizes Tamarac, the specifics of our internally managed investment strategies, trading of those strategies, how the program is utilized to drive our client service matrix, as well continuously identifying, and evaluating process and system improvements. The analyst will populate reports from Tamarac data, test and implement new functionality within Tamarac, develop training and procedures documents, and educate advisory and operational staff on system and process changes. The role will work closely with our Chief Operating Officer to continuously improve the internal employee and external client experiences from a systems perspective. In addition, this role will act as a resource to assist our dedicated investment department and Director of Investments, including spreadsheet development, investment strategy research and related communication, and other data-heavy projects as needed.

Minimum Qualifications:
 Bachelor’s degree in Business Administration, Management Information Systems, Computer Science, or equivalent work experience.
 Knowledge of investment management operations and practices including trading and portfolio accounting systems (e.g., Tamarac, Black Diamond, Orion).
 Advanced proficiency with Microsoft Excel.
 Ability to make decisions and implement solutions based on thorough understanding of the firm’s policies and procedures.
 Strong critical thinking and problem-solving skills; high-attention to detail along with sound judgment.

Preferred Qualifications:
 Experience working in the financial services industry strongly preferred.
 Previous experience with other financial services technology, including Bloomberg Terminal.
 Fast learner with the ability to learn new technology and platforms.
 Ability to effectively work through complicated situations and exhibit a high degree of personal accountability over projects.
 Comfortable operating under tight deadlines with the ability to balance multiple priorities.
 Self-motivated, personable team player with experience operating efficiently in a fast-paced environment.
 Capacity to communicate complicated concepts in a concise and articulate way.
 Commitment to maintain professional demeanor and courtesy.
 Working knowledge of the financial markets, including equities, fixed income, and mutual funds.
 Openness to participate in the CFA program and its examination process.

Employment Particulars:
 Position Type: Full Time (hybrid in office/remote schedule would be considered)
 Position Location: Farmington Hills, MI
 Total compensation commensurate with experience.
 Excellent benefits including employer-subsidized medical, dental, life and disability plans, 401(k) plan with aggressive match and discretionary profit-sharing plan participation.

 Great work environment and outstanding co-workers.

How to Apply for either position:
Please submit your resume to HR@bluechippartners.com.