What are the responsibilities and job description for the Corporate/Client Services Manager position at MIG, Inc.?
About Us
Mosaic is a trusted partner to wealth managers and financial advisors, bringing over 40 years of expertise in private banking, capital markets, insurance, and corporate services. With a deep understanding of the unique needs of High Net-Worth (HNW) clients, Mosaic has spent decades fostering strong relationships and delivering meaningful counsel to both clients and their advisors. Today, Mosaic is dedicated to empowering advisors, providing them with the tools, insights, and resources needed to thrive in a competitive landscape. With a legacy built on exceptional service and a client-centric approach, Mosaic continues to be a leading force in supporting advisors who seek to offer superior value to their clientele.
Position Summary
We are seeking an experienced relationship candidate to join the Client Service Team. We are looking for candidates who want to work in a dynamic environment that will allow them to support our internal organization as well as interact with high-net-worth clients and partners. We have a culture of service, creativity, commitment and team work.
Key Responsibilities
- Create and maintain various companies, including formations and renewals.
- Manage client investment properties ranging from day-to-day bills to major construction projects.
- Implement monthly reporting on all properties and eventually maintain the bookkeeping.
- Fulfill concierge services and requests as required internally and by our clients and partners.
- Handle multiple tasks simultaneously, prioritizing effectively to meet deadlines.
- Maintain a high level of attention to detail in all tasks, ensuring accuracy and completeness.
Qualifications/Experience
Required:
- Excellent verbal and written communication skills
- Proven track record of organization and attention to detail
- Proficiency in Microsoft Office 365 Suite, including Excel, Word, Teams, and Sharepoint
- Must have an entrepreneurial spirit and be able to multi-task and work independently with a forward thinking attitude
- Team player that possesses flexibility, integrity and effective time management skills.
- Light accounting and knowledge of Quickbooks
- College degree preferred or previous experience in similar task related field such as loan processing
- Must be a US Citizen
- Spanish or Portuguese speaking is a plus but not required
Mosaic offers competitive salary, full healthcare coverage for families, 401K matching as well as profit sharing and bonuses based on performance.
Job Type: Full-time
Pay: $60,000.00 - $65,000.00 per year
Benefits:
- 401(k) matching
- Health insurance
- Paid time off
Compensation Package:
- Performance bonus
- Quarterly bonus
Schedule:
- 8 hour shift
Ability to Commute:
- Provo, UT 84604 (Preferred)
Ability to Relocate:
- Provo, UT 84604: Relocate before starting work (Preferred)
Work Location: In person
Salary : $60,000 - $65,000