Client Service Specialist - Troy, MI
About The Position
EPI Financial Group is a financial services firm that helps individuals coordinate investment, financial, and estate planning needs. The firm has over 20 years of experience and focuses on lasting client relationships through personalized service and financial guidance. The Client Service Specialist supports financial advisors and investment clients by coordinating account servicing, processing investment paperwork, responding to client requests, and helping day-to-day operations run smoothly. The role serves as a primary contact for client service requests and account inquiries, communicates with clients by phone, email, and in person, and coordinates with custodians, investment platforms, financial institutions, advisors, and colleagues to deliver timely and accurate service. The position also supports account administration, client records and relationship management, advisor meeting preparation, reporting, and compliance documentation. It may include annuity servicing, life insurance paperwork, death claims, and estate-related requests. The position is based in the firm’s Troy, Michigan office, Monday through Friday, 7:30 a.m. to 4:00 p.m.
Requirements
- At least 1 year of experience in investment services, wealth management, or financial services is preferred.
- Excellent written and verbal communication skills and a professional, personable, 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 while maintaining accuracy.
- Proficiency with Microsoft Office and confidence learning financial software, custodial platforms, and CRM systems.
- Proactive problem-solving skills, ownership of client requests, and follow-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.
Nice To Haves
- 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 a Michigan Life and Health Insurance License and Series 65/66, or willingness to obtain them.
Responsibilities
- 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 related paperwork.
- Process new account applications, account changes, and required custodial documentation.
- Coordinate with custodians, investment platforms, and 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 in the firm’s Redtail CRM.
- 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 provide timely, accurate, and consistent client service.
Benefits
- Firm-paid health insurance after 90 days.
- Firm-paid dental insurance after 90 days.
- 401(k) with employer matching.
- Generous PTO program.
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What This Job Offers
Job Type
Full-time
Education Level
No Education Listed
