Client Service Manager at Bernard Wealth Management

Position: Client Service ManagerBernard Wealth Management Corp. | Royal Oak, MichiganAbout the firm Bernard Wealth Management is an independent, fee-only investment advisory firm based in downtown Royal Oak. We provide personalized financial planning, investment management, and retirement-plan support to individuals and families, and we work with businesses on 401(k) and profit-sharing plans. Client assets are held in custody at Charles Schwab, and portfolio management runs on Envestnet Tamarac. The firm