Registered Client Service Specialist

Insight Global; Southfield (MI); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

HSA/FSA accounts

401k with employer matching

Paid time off

Job summary

Insight Global is seeking a Client Service Specialist in Southfield, MI to be the primary contact for clients, advisors, and internal teams, handling servicing requests and retention efforts.

The role emphasizes service over sales, requiring professional, relationship-driven, and detail-oriented candidates who can manage client interactions with confidence and minimal training.

Qualifications

• Active Life & Health License.
• Fully registered candidate strongly preferred.
• Series 7 required/preferred.
• Series 63 or 66 required/preferred.
• 3-5+ years of financial services experience; strong client-facing communication skills.
• Ability to support clients with minimal training (Advisor360).
• Wealth Management support experience.
• Former Financial Advisor looking to move out of sales.

Responsibilities

• Serve as primary point of contact for client service inquiries via phone and email.
• Assist clients with account servicing requests, policy updates, beneficiary changes, payment inquiries, and account maintenance.
• Support insurance, annuity, and investment accounts.
• Coordinate advisor meetings, annual reviews, and client follow-up activities.
• Prepare client meeting documentation and account review materials.
• Research client information and maintain accurate records in Advisor360 and internal systems.
• Assist with client retention efforts, account transitions, and reassignment workflows.
• Monitor service requests, notifications, and follow-up requirements.
• Collaborate with advisors, operations, insurance, and investment teams to ensure a seamless client experience.
• Maintain compliance standards and accurate documentation across servicing activities.

Skills

Active Life & Health License

Series 7

Series 63/66

3-5+ years FS experience

Client-facing communication

Wealth Management support

Former advisor moving out of sales

Tools

Advisor360

Job description

Job Description

Insight Global is seeking a Client Service Specialist for a growing financial services organization in Southfield, MI. This individual will serve as a primary point of contact for clients, advisors, and internal teams while supporting ongoing account servicing, client retention efforts, and advisor relationships.

This role is ideal for a licensed financial services professional who enjoys building relationships, supporting clients, and utilizing their industry knowledge in a service-focused environment rather than a production-heavy sales role. The ideal candidate is professional, relationship-driven, detail-oriented, and capable of handling client interactions with confidence and minimal training.

Day to Day Responsibilities

• Serve as a primary point of contact for client service inquiries via phone and email
• Assist clients with account servicing requests, policy updates, beneficiary changes, payment inquiries, and account maintenance
• Support insurance, annuity, and investment accounts
• Coordinate advisor meetings, annual reviews, and client follow-up activities
• Prepare client meeting documentation and account review materials
• Research client information and maintain accurate records within Advisor360 and internal systems
• Assist with client retention efforts, account transitions, and reassignment workflows
• Monitor service requests, notifications, and follow-up requirements
• Collaborate with advisors, operations, insurance, and investment teams to ensure a seamless client experience
• Maintain compliance standards and accurate documentation across all servicing activities

Compensation: $60,000-$75,000

Exact compensation may vary based on several factors, including skills, experience, and education.

Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to [e-mail] learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: https://insightglobal.com/workforce-privacy-policy/.

Skills and Requirements

• Active Life & Health License
• Fully registered candidate strongly preferred
• Series 7 required/preferred
• Series 63 or 66 required/preferred
• 3-5+ years of financial services experienceStrong client-facing communication skills
• Ability to support clients with minimal training Advisor360
• Additional registrations
• RCSA background
• Wealth Management support experience
• Former Financial Advisor looking to move out of sales
• Investment Operations experience