Client Service Specialist

EPI Financial Group; Troy (MI); Vor Ort; USD 50.000 - 60.000; Vollzeit

Benefits dieser Stelle

Firm paid health and dental insurance

401k with matching

Generous PTO program

Zusammenfassung

EPI Financial Group in Troy, MI is seeking a Client Service Specialist to liaise between clients and advisors and enhance the client experience.

The role focuses on answering inquiries, preparing documents, and coordinating appointments while maintaining CRM data and providing back-up support to the team.

Qualifikationen

• Excellent communication skills; both verbal and written delivered with a sincere and caring attitude.
• Proficiency with Microsoft Office Suite and CRM platforms.
• Insurance license preferred or willing to obtain within 90 days.
• Strong organizational skills and attention to detail.
• Thrives in a time-sensitive environment and adapts to change without compromising quality.
• Willingness to learn and accept feedback.

Aufgaben

• Serve as a welcoming, knowledgeable, and dependable point of contact for clients.
• Answer phones in a friendly, warm manner.
• Communicate with clients by telephone, email, and in person.
• Assist with annuity servicing, life insurance paperwork, and death claims.
• Prepare and process client documents and account forms.
• Prepare documentation and materials in advance of client appointments.
• Maintain accurate client information and outstanding tasks in the CRM.
• Set appointments as needed.
• Support day-to-day office operations and assist teammates as needed.
• Maintain compliance files related to job and industry standards.
• Assist clients with issues, concerns and account inquiries.

Kenntnisse

Excellent communication

CRM proficiency

Microsoft Office Suite

Organizational skills

Time management

Willingness to learn/accept feedback

Tools

CRM: Redtail

Microsoft Office

Jobbeschreibung

Join a trusted leader in the financial and estate planning industry! EPI Financial Group based out of Troy, MI began over twenty years ago with a vision: to help individuals coordinate their finances with their estate planning needs.

As an integral member of the team, the Client Service Specialist is dedicated to providing exceptional client service and support. This role serves as a key liaison between clients and advisors, helping to coordinate client needs, streamline service requests, and enhance the overall client experience.

What You’ll Do:

• Serve as a welcoming, knowledgeable, and dependable point of contact for clients
• Answer phones in a friendly, warm manner
• Communicate with clients professionally by telephone, email, and in person
• Assist with annuity servicing, life insurance paperwork, and death claims
• Prepare and process client documents and account forms
• Prepare documentation and materials in advance of client appointments
• Maintain accurate client information, notes, documents, and outstanding tasks in the firm’s CRM (Redtail)
• Setting appointments as needed
• Support day-to-day office operations and provide backup assistance to team members as needed, contributing to the success of a highly collaborative and service-oriented team
• Maintain job-related/industry specific compliance files
• Assist clients with issues, concerns and account inquiries

What We’re Looking For:

• Excellent communication skills; both verbal and written delivered with a sincere and caring attitude
• Demonstrates proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite and CRM platforms
• Insurance license preferred or willing to obtain within 90 days
• Strong organizational skills and strong attention to detail
• Thrive in a “time sensitive” environment and adaptable to change without affecting the quality of work
• Possess a willingness to learn and openness to feedback

Bonus Points:

• 1+ years’ experience in the financial services industry
• Knowledge of living trusts, annuity or life insurance
• AE Wealth Management/Schwab/Fidelity platforms

What You’ll Get:

• $50k - $60k/year based on experience
• Firm paid health and dental insurance after 90 days
• 401k with matching
• Generous PTO program

Schedule:

• In office: Monday-Friday, 7:30am-4:00pm

Presented by Advisor Talent Solutions

Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.