Client Experience Specialist – Financial Planning

Fwainvest; Michigan; On-site; USD 45,000 - 60,000; Full time

Benefits offered by this job

Medical

Retirement

PTO

Job summary

Fwainvest is seeking a highly organized Client Service Associate in Michigan to support independent financial advisors. This role is pivotal in delivering exceptional client service through effective communication and coordination.

The ideal candidate will have a strong background in the financial services industry and exceptional administrative skills. Responsibilities include managing client inquiries, processing accounts, and maintaining accurate records.

Benefits include medical, retirement, PTO, and more.

Qualifications

• 3+ years of experience in the financial services industry, preferably in administrative roles.
• Strong administrative skills with attention to detail.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Service daily client inquiries over the phone, online, and in-person.
• Open new client accounts and process money movement.
• Ensure accuracy of client paperwork and documentation.

Skills

Client Relationship Management (CRM) software

Microsoft Office

Effective communication

Education

Bachelor's degree preferred

Job description

Fwainvest is seeking a highly organized Client Service Associate in Michigan to support independent financial advisors. This role is pivotal in delivering exceptional client service through effective communication and coordination.

The ideal candidate will have a strong background in the financial services industry and exceptional administrative skills. Responsibilities include managing client inquiries, processing accounts, and maintaining accurate records.

Benefits include medical, retirement, PTO, and more.