Financial Client Experience Specialist

MassMutual Great Lakes; Southfield (MI); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with up to a 4% match

Paid Time Off: 15 days per year

Job summary

MassMutual Great Lakes seeks a Client Service Specialist in Southfield, Michigan. This role provides high-touch service and supports clients by managing inquiries, coordinating meetings, and ensuring operational excellence across products.

The ideal candidate will have 3-5 years of financial services experience, strong communication skills, and relevant licenses. The position offers competitive income ranging from $65,000 to $70,000, along with comprehensive benefits including medical, dental, and paid time off.

Qualifications

• Experience supporting insurance, annuity, and/or investment clients strongly preferred.
• Ability to work in a fast-paced, client-focused environment with professionalism and discretion.
• Tech-savvy with proficiency in CRM systems and client servicing platforms.

Responsibilities

• Serve as a primary point of contact for client service inquiries via phone and email.
• Deliver a high-touch client experience through proactive communication.
• Assist clients with account inquiries, policy updates, and servicing requests.

Skills

Interpersonal skills

Communication skills

Attention to detail

Relationship management

Problem-solving

Organizational abilities

Education

3 - 5 years of experience in financial services

SIE, Series 7, and Series 63 or 66

Michigan Life & Health License

Tools

Advisor360

Microsoft Office

Job description

MassMutual Great Lakes seeks a Client Service Specialist in Southfield, Michigan. This role provides high-touch service and supports clients by managing inquiries, coordinating meetings, and ensuring operational excellence across products.

The ideal candidate will have 3-5 years of financial services experience, strong communication skills, and relevant licenses. The position offers competitive income ranging from $65,000 to $70,000, along with comprehensive benefits including medical, dental, and paid time off.