Client Experience Specialist - Financial Services

Michigan Financial Companies; Southfield (MI); On-site; USD 42,000 - 56,000; Full time

Job summary

Michigan Financial Companies is seeking a Client Support Specialist to provide professional administrative and client service support in our Southfield office. You will serve as a trusted point of contact for clients, assist with paperwork and account requests, and coordinate schedules while maintaining strict confidentiality and accuracy.

The role requires organized, detail-oriented professionals who can work independently and with a team, ensuring timely responses and high-quality service for

Qualifications

• 2+ years in client service within financial services or related field.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication.

Responsibilities

• Serve as primary contact for clients via phone, email, and in person.
• Coordinate client appointments and follow-ups.
• Assist with client paperwork, applications, transfers, and distributions.
• Maintain accurate client records and documentation.
• Collaborate with Financial Advisors and team members to address client needs.
• Prepare correspondence, reports, and client materials.

Skills

Client service

Organizational skills

Communication

Multitasking

Problem solving

MS Office

Education

Bachelor's degree (Finance/Business/Economics)

Tools

Microsoft Office

Job description

Michigan Financial Companies is seeking a Client Support Specialist to provide professional administrative and client service support in our Southfield office. You will serve as a trusted point of contact for clients, assist with paperwork and account requests, and coordinate schedules while maintaining strict confidentiality and accuracy.

The role requires organized, detail-oriented professionals who can work independently and with a team, ensuring timely responses and high-quality service for