Client Service Specialist — Financial Planning & Benefits

Advisor Talent Solutions; Troy (MI); On-site; USD 50,000 - 60,000; Full time

Benefits offered by this job

Health and dental insurance after 90 d

401k with matching

Generous PTO program

Job summary

EPI Financial Group in Troy, MI is seeking a Client Service Specialist to serve as a liaison between clients and advisors, coordinating needs and delivering exceptional service.

This role supports annuity servicing, life insurance paperwork, and document preparation, requiring strong communication, organization, and CRM (Redtail) experience. In-office schedule with collaborative team and growth opportunities.

Qualifications

• Excellent communication skills, verbal and written, with a caring attitude.
• Proficient across platforms including Microsoft Office and CRM systems.
• 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.
• Willingness to learn and accept feedback.

Responsibilities

• Serve as a welcoming, knowledgeable point of contact for clients.
• Answer phones in a friendly, warm manner and communicate professionally by phone, email, and in person.
• Assist with annuity servicing, life insurance paperwork, and death claims.
• Prepare and process client documents and account forms.
• Maintain accurate client information and tasks in Redtail CRM.
• Set appointments and support day-to-day office operations.

Skills

Excellent communication

MS Office proficiency

CRM platforms

Insurance license (preferred)

Organizational skills

Adaptability

Willingness to learn

Tools

CRM platforms

Job description

EPI Financial Group in Troy, MI is seeking a Client Service Specialist to serve as a liaison between clients and advisors, coordinating needs and delivering exceptional service.

This role supports annuity servicing, life insurance paperwork, and document preparation, requiring strong communication, organization, and CRM (Redtail) experience. In-office schedule with collaborative team and growth opportunities.