Client Services Representative

Richard W. Paul & Associates, LLC; Novi (MI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

401(k) with 5% match

Paid time off

Job summary

Richard W. Paul & Associates, LLC in Novi, MI, is seeking a Client Service Specialist to enhance client experience by managing service requests and providing operational support. The ideal candidate will focus on relationship building, demonstrate strong proficiency in Microsoft Suite, and have a detail-oriented work ethic. With a salary range of $55k - $75k annually based on experience, this role offers health insurance, a 401(k) matching plan, and paid time off. In-office schedule is Monday to Friday from 9am to 5pm.

Qualifications

• Willingness to obtain Series 65 within 90 days.
• Willingness to obtain MI Insurance license within 90 days.
• Demonstrates proficiency across various platforms.

Responsibilities

• Process new business and track application submissions.
• Manage client service requests such as beneficiary updates.
• Maintain accurate client records within the CRM.

Skills

Attention to detail

Client relationship building

Organizational skills

Proficiency in Microsoft Office Suite

Education

Series 65 license

MI Insurance license (life & annuity)

Tools

CRM software (Redtail)

Job description

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!

What you’ll do:

• 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

What We’re Looking For:

• Series 65 preferred, or willingness to obtain within 90 days
• MI Insurance license preferred (life & annuity), or willingness to obtain within 90 days
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
• 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

Bonus Points:

• Financial industry experience preferred

What You’ll Get:

• $55k - $75k/year based on experience
• Health insurance
• Vision insurance
• 401(k) with 5% match (eligible at 1 year of service)
• Paid time off

Schedule:

• In office: Monday – Friday, 9am-5pm