Client Onboarding & Operations Specialist

Bill Good Marketing; Novi (MI); On-site; USD 42,000 - 54,000; Full time

Benefits offered by this job

401(k) with employer match

Healthcare allowance

14 days PTO

Job summary

The Financial Center is a boutique firm where you’re the face clients hear when they call, coordinating onboarding and setting the tone for how we treat people. This role focuses on keeping operations smooth and building strong client relationships.

You’ll answer phones and emails, schedule meetings, handle onboarding paperwork with our advisory team, pull client files, and ensure data accuracy. You’ll contribute to a collaborative, tight-knit team that values reliability and proactive problem

Qualifications

• Experience in client-facing roles and financial services preferred.
• Strong data accuracy and organizational skills are essential.
• Ability to coordinate onboarding and client communications with the advisory team.
• Proactive problem solving and reliable follow-through are key.

Responsibilities

• Answer phones and emails; coordinate client appointments and onboarding paperwork.
• Pull client files, process account paperwork, prepare mailings, and keep data accurate.
• Be the first point of contact for client questions and follow up on requests.
• Coordinate workflows across the team and stay informed about offered services.

Skills

Customer service

Communication skills

Organizational skills

Problem solving

Team collaboration

Adaptability to new systems

Tools

CRM software

Microsoft Office

Job description

The Financial Center is a boutique firm where you’re the face clients hear when they call, coordinating onboarding and setting the tone for how we treat people. This role focuses on keeping operations smooth and building strong client relationships.

You’ll answer phones and emails, schedule meetings, handle onboarding paperwork with our advisory team, pull client files, and ensure data accuracy. You’ll contribute to a collaborative, tight-knit team that values reliability and proactive problem