Financial Client Experience Specialist

Wealth Trac Financial LLC; Franklin (MI); On-site; USD 38,000 - 60,000; Full time

Benefits offered by this job

Health insurance

PTO

401k and Roth 401k with company match

Job summary

Wealth Trac Financial LLC in Franklin, MI seeks a detail-oriented Client Service Administrator to ensure a smooth, confident client experience. The role involves supporting the financial advisor, answering calls, managing calendars, CRM data, and processing new client applications, with a focus on accuracy and professional service.

The position requires 3+ years of admin office experience in finance, strong Excel skills, and proficiency with Salesforce or Wealthbox CRM.

Qualifications

• Bachelor's degree preferred.
• 3+ years of Administrative Office experience in a fast-paced environment.
• Financial industry experience required.
• Intermediate to advanced MS Excel skills.
• Experience with CRM platforms (Salesforce / Wealthbox).
• Desire to obtain long-term employment.
• Strong organizational skills and attention to detail.
• Proactive management style and follow-through.

Responsibilities

• Assist the Financial Advisor in managing the office to exceed client and regulatory expectations.
• Answer phones and greet clients in a friendly, positive, and warm manner.
• Be the first point of contact for prospects and clients.
• Maintain office supplies and organize incoming/outgoing mail and packages.
• Assist clients with issues and account inquiries.
• Build and improve upon client relationships and database management.
• Calendar management and appointment setting; pre-appointment preparation with account summaries.
• Maintain electronic filing system and CRM; complete and process new client applications.
• Record notes from client conversations; assist with marketing objectives.
• Other industry-specific tasks as needed.

Skills

MS Office Suite

Excel

Customer service

Education

Bachelor's degree

Tools

Salesforce

Wealthbox

Job description

Wealth Trac Financial LLC in Franklin, MI seeks a detail-oriented Client Service Administrator to ensure a smooth, confident client experience. The role involves supporting the financial advisor, answering calls, managing calendars, CRM data, and processing new client applications, with a focus on accuracy and professional service.

The position requires 3+ years of admin office experience in finance, strong Excel skills, and proficiency with Salesforce or Wealthbox CRM.