Client Service Specialist - Novi, MI
About The Position
Richard W. Paul & Associates, a leading financial services firm based in Novi, MI, is seeking a dedicated Client Service Specialist to join our team. The Client Service Specialist plays a key role in supporting the day-to-day operations of the firm while delivering a high level of service to both existing and prospective clients. This individual will help ensure a smooth, organized, and professional client experience by handling a variety of operational and client service responsibilities. The ideal candidate is detail-oriented, proactive, and committed to fostering positive client relationships in a dynamic and team-oriented culture. If you thrive in a collaborative setting and have a passion for delivering exceptional client service, consider joining our team!
Requirements
- Bachelor’s degree
- Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
- Excellent communication; written and verbal
- Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
- Collaborative team player willing to assist others
- Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
- Exhibits meticulous attention to detail and a commitment to accuracy
- Self-starter who takes initiative and works well independently
- Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters
Nice To Haves
- Series 65 preferred, or willingness to obtain within 90 days
- MI Insurance license preferred (life & annuity), or willingness to obtain within 90 days
- Financial industry experience preferred
Responsibilities
- Process and track new business, including application submission and account transfer follow-up (ACATs)
- Manage ongoing client service requests such as beneficiary updates, withdrawals, and general account maintenance
- Assist with annuity servicing, including index reallocations
- Handle incoming client calls with professionalism and a strong focus on relationship building
- Maintain accurate and up-to-date client records within the CRM (Redtail) /database
- Prepare for client meetings by updating account summaries and organizing appropriate materials (reports, applications, and product information)
- Support advisors with administrative and operational tasks to ensure efficient workflow
Benefits
- Dental insurance
- Health insurance
- Vision insurance
- 401(k) with 5% match (eligible at 1 year of service)
- Paid time off
- Professional development assistance
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
