Client Support Specialist

Michigan Financial Companies; Southfield (MI); On-site; USD 42,000 - 56,000; Full time

Job summary

Michigan Financial Companies is seeking a Client Support Specialist to provide professional administrative and client service support in our Southfield office. You will serve as a trusted point of contact for clients, assist with paperwork and account requests, and coordinate schedules while maintaining strict confidentiality and accuracy.

The role requires organized, detail-oriented professionals who can work independently and with a team, ensuring timely responses and high-quality service for

Qualifications

• 2+ years in client service within financial services or related field.
• Strong attention to detail and accuracy.
• Excellent written and verbal communication.

Responsibilities

• Serve as primary contact for clients via phone, email, and in person.
• Coordinate client appointments and follow-ups.
• Assist with client paperwork, applications, transfers, and distributions.
• Maintain accurate client records and documentation.
• Collaborate with Financial Advisors and team members to address client needs.
• Prepare correspondence, reports, and client materials.

Skills

Client service

Organizational skills

Communication

Multitasking

Problem solving

MS Office

Education

Bachelor's degree (Finance/Business/Economics)

Tools

Microsoft Office

Job description

Opportunity: Michigan Financial Companies is seeking a Client Support Specialist to join our team and provide exceptional administrative and client service support. This position is ideal for a highly organized, detail-oriented professional who enjoys working directly with clients, financial professionals, and internal teams in a professional financial services environment.

The Client Support Specialist will be housed in our Southfield office and will play an important role in ensuring clients receive responsive, accurate, and personalized service while supporting the day-to-day operations of the financial advisory team.

Key Responsibilities:

• Serve as a primary point of contact for clients, providing professional, friendly, and responsive service.
• Respond to client questions and requests by phone, email, and in person.
• Coordinate client appointments, meetings, and follow-up activities.
• Assist with the preparation and processing of client paperwork, account applications, transfers, distributions, and other financial service requests.
• Maintain accurate and up-to-date client records and documentation.
• Work closely with Financial Advisors and other team members to ensure client needs are addressed promptly.
• Assist clients with account-related questions and help resolve issues in a timely and professional manner.
• Prepare correspondence, reports, presentations, and other client materials.
• Track outstanding paperwork and follow up with clients and internal departments as needed.
• Coordinate with financial institutions, custodians, insurance companies, and other third parties when necessary.
• Assist with onboarding new clients and ensuring a smooth and professional client experience.
• Maintain confidentiality and handle sensitive client and financial information with discretion.
• Ensure all activities are completed accurately and in accordance with company procedures and applicable regulatory requirements.
• Support special projects and other administrative responsibilities as needed.

Qualifications:

• 2+ years of experience in client service, financial services, wealth management, banking, insurance, or a related field.
• Strong organizational skills with exceptional attention to detail and accuracy.
• Excellent written and verbal communication skills.
• Demonstrated ability to provide outstanding client service and build professional relationships.
• Ability to manage multiple priorities, deadlines, and requests in a fast-paced environment.
• Strong follow-through and a proactive approach to problem solving.
• Proficiency with Microsoft Office, particularly Outlook, Word, and Excel.
• Ability to handle confidential and sensitive client information with professionalism and discretion.
• Ability to work effectively both independently and as part of a team.

Preferred Qualifications:

• Experience supporting Financial Advisors, Wealth Advisors, Portfolio Managers, or a Registered Investment Advisory (RIA) team.
• Familiarity with investment accounts, brokerage accounts, retirement accounts, trusts, or financial planning processes.
• Experience with life insurance products and life insurance case management, including coordinating applications, underwriting requirements, policy documentation, and follow-up with carriers and clients.
• Experience with CRM and wealth management platforms such as Salesforce, Redtail, Wealthbox, or similar systems.
• Familiarity with custodial platforms and account-opening/maintenance processes.
• FINRA or industry-related licenses such as the Series 7 or Series 66 are a plus, but not required.
• Bachelor's degree in Finance, Business, Economics, or a related field preferred.

What Makes This Opportunity Attractive:

• Opportunity to work within the financial services/wealth management industry
• Client-facing role with meaningful interaction and relationship building
• Opportunity to work closely with experienced Financial Advisors and professionals
• Professional office environment in Southfield, Michigan
• Opportunity for long-term career growth within the organization