Client Support Specialist – Financial Services
Location: Southfield, MI
Job Type: Full Time
Are you an organized, detail-oriented professional who enjoys building relationships and providing exceptional client service? Join a growing financial services organization where you’ll work closely with experienced Financial Advisors and play an important role in creating an outstanding client experience.
What You’ll Do
- Serve as a primary point of contact for clients by phone, email, and in person
- Coordinate appointments, meetings, paperwork, and follow-up
- Assist with account applications, transfers, distributions, and client requests
- Maintain accurate client records and documentation
- Support Financial Advisors and internal teams with day-to-day client needs
- Track paperwork and coordinate with financial institutions, custodians, and insurance companies
- Assist with new client onboarding
- Prepare correspondence, reports, presentations, and client materials
- Handle confidential financial information with professionalism and discretion
What We’re Looking For
- 2+ years of experience in client service, financial services, banking, insurance, wealth management, or a related field
- Excellent communication and customer service skills
- Strong organization, attention to detail, and follow-through
- Ability to manage multiple priorities in a fast-paced environment
- Proficiency with Microsoft Office, particularly Outlook, Word, and Excel
- Professional, personable, dependable, and team-oriented
Preferred
- Experience supporting Financial Advisors or Wealth Management teams
- Familiarity with investment, brokerage, retirement, or insurance accounts
- Experience with CRM/wealth management systems such as Salesforce, Redtail, or Wealthbox
- Series 7 or Series 66 is a plus, but not required
- Bachelor's degree in Finance, Business, Economics, or related field preferred
Why Consider This Opportunity?
- Professional financial services environment
- Meaningful client interaction and relationship building
- Work alongside experienced financial professionals
- Strong opportunity for long-term career growth
- Recognized as a Top Workplace and Best and Brightest Company to Work For
If you're a client-focused professional who takes ownership, anticipates needs, and enjoys making a difference, we'd love to hear from you!