Client Onboarding & Support Specialist — Finance

Foguth Financial Group; Ann Arbor (MI); On-site; USD 52,000 - 62,000; Full time

Benefits offered by this job

Healthcare options

Bonus program

Company vehicle eligibility

Nutrition program

Foguth perks

Job summary

Foguth Financial Group is seeking a Client Concierge Specialist to support onboarding and ongoing client service in a fast-paced financial planning environment. You will manage account setups, fund transfers, and client inquiries while coordinating reports for client meetings and ensuring timely follow-up.

The role emphasizes accuracy, strong communication, and a client-first approach, with opportunities to work with managed accounts, annuities, and life insurance products within a growing firm.

Qualifications

• Financial services experience with managed accounts, annuities or life insurance preferred.
• Client service experience within an investment or RIA firm.
• Strong communication and relationship-building abilities.
• Excellent attention to detail and accuracy.
• Effective and efficient time management skills.

Responsibilities

• Onboard new client accounts and transfer funds between accounts.
• Interface directly with clients during onboarding and account setup.
• Handle incoming calls and client support inquiries.
• Schedule and prepare reports and analyses for client meetings.
• Provide ongoing follow-up and feedback to clients to ensure resolution of requests.
• Prepare documents and forms for client requests.

Skills

Financial services experience

Client service experience

Communication skills

Attention to detail

Time management

Job description

Foguth Financial Group is seeking a Client Concierge Specialist to support onboarding and ongoing client service in a fast-paced financial planning environment. You will manage account setups, fund transfers, and client inquiries while coordinating reports for client meetings and ensuring timely follow-up.

The role emphasizes accuracy, strong communication, and a client-first approach, with opportunities to work with managed accounts, annuities, and life insurance products within a growing firm.