Client Service Specialist Troy, MI

• Serve as a primary point of contact for client service requests and account inquiries
• Communicate professionally and compassionately with clients by phone email and in person
• Assist with investment account maintenance transfers distributions beneficiary updates and other account-related paperwork
• Process new account applications account changes and required custodial documentation
• Coordinate with custodians investment platforms and other financial institutions to resolve account issues and follow up on outstanding requests
• Prepare client files account information and supporting materials for advisor meetings
• Maintain accurate client records notes documents and follow-up tasks within the firms CRM (Redtail)
• Schedule client appointments and assist with ongoing client relationship management
• Support investment account reporting documentation and compliance requirements
• Assist with annuity servicing life insurance paperwork death claims and estate-related requests as needed
• Collaborate with advisors and team members to ensure timely accurate and consistent client service

• 1 years of experience in investment services wealth management or financial services preferred
• Excellent written and verbal communication skills with a professional personable and service-oriented approach.
• Strong organizational skills and attention to detail particularly when handling financial documentation and account transactions.
• Ability to manage multiple priorities and meet time-sensitive deadlines without sacrificing accuracy.
• Proficiency with Microsoft Office and confidence learning financial software custodial platforms and CRM systems.
• A proactive problem-solver who takes ownership of client requests and follows through to completion.
• Willingness to learn accept feedback and contribute to a collaborative team environment.
• Ability to handle confidential client and financial information with discretion.

• Familiarity with investment account servicing transfers distributions and account maintenance
• Experience with Schwab Fidelity AE Wealth Management Redtail or similar platforms
• Knowledge of annuities life insurance trusts or estate planning
• Relevant industry licenses including MI Life and Health Insurance License and Series 65/66 or willing to obtain

• $50k - $60k annually based on experience
• Firm paid health and dental insurance after 90 days
• 401(k) with employer matching
• Generous PTO program

• In office: Monday-Friday 7:30am-4:00pm (Troy MI)

Required Experience:

IC