Client Relationship Specialist

Wealth Trac Financial LLC

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. #J-18808-Ljbffr

Apply

Vacancy posted 1 day ago

Similar jobs that could be interesting for youBased on the Client Relationship Specialist in Franklin, MI vacancy

Client Relationship Specialist
...Morgan Stanley is seeking a Client Relationship Analyst in Birmingham, Michigan who will provide exceptional service to clients and support Financial Advisors/Private Wealth Advisors on a daily basis. The ideal candidate will have strong interpersonal skills, organizational...
Suggested
Work at office
Morgan Stanley
Birmingham, MI
23 hours ago
Client Services Specialist
$18 - $20 per hour
...Client Service Liaison Location: Farmington Hills, Michigan (Onsite) Compensation: $18.00 - $20.00 per hour, based on experience and... ...thrives in a fast-paced environment, enjoys building relationships, and is committed to delivering outstanding service while supporting...
Suggested
Hourly pay
Work at office
Stillman Law Office
Farmington Hills, MI
1 day ago
Client Relationship Representative Reserve
...Job Description First Merchants Bank is seeking a Customer Relationship Representative (Universal Banker) - Reserve to join our team!... ...knowledgeable, and high-performing financial organization for our clients, teammates, and shareholders. Our Team: "We are a...
Suggested
Full time
Flexible hours
First Merchants Bank
Farmington, MI
16 days ago
Advisory Director Client Relationship Executive - Transformation
$190k - $300k
Job Description Grant Thornton is seeking an Advisory Director Client Relationship Executive (CRE) to accelerate Transformation growth through deep, trust-based executive relationships, high-impact solution orchestration, and active daily prospecting. This leader serves...
Suggested
Internship
Seasonal work
Work at office
Local area
Flexible hours
3 days per week
Grant Thornton (US)
Southfield, MI
23 hours ago
Client Relationship Advisor
$52k
...Financial Services of America (FSA) , we’re dedicated to helping clients retire with confidence by delivering personalized financial... ...proven CARES Planning Process . We do this by building long-term relationships rooted in trust, clarity, and service. We’re currently...
Suggested
Full time
Work at office
Financial Services of America
Troy, MI
14 days ago
Customer Service Associate I
...frequent walking, standing, stooping, kneeling, climbing, pushing, pulling, and repetitive lifting Excellent customer service and relationship management skills are required Strong organizational and communication skills are required Strong problem-solving and decision-...
Contract work
Part time
Local area
Dollar Tree
Farmington Hills, MI
2 days ago
Customer Services Specialist
...Customer Services Specialist Strategic Staffing Solutions is currently looking for a Customer Services Specialist for a W-2 contract... ...member needs are met. -Develop and maintain strong business relationships with inter-departments; continue to self-educate on changes in...
Contract work
Work experience placement
Flexible hours
Shift work
Afternoon shift
Leading Utilities Organization
Farmington Hills, MI
15 hours ago
Client Support Advisor
$20 per hour
...people solve really interesting problems?We are known for helping clients protect and secure their property and contract rights. They... ...enthusiasm as the first call on Monday Familiar with client relationship management systems You can sell our services to clients who really...
Full time
Contract work
Part time
Remote work
Flexible hours
Weekend work
WizeHire
Farmington Hills, MI
3 days ago
Hybrid Commercial Banking Relationship Specialist
KeyBank is seeking a Relationship Officer, Commercial Banking in Michigan to support a designated Relationship Team. The role focuses on servicing a client book, handling deposits, and coordinating with partners to ensure service excellence and risk mitigation. The position...
Key Bank
Southfield, MI
2 days ago
Boat Sales Specialist — On-Water Demos & Lasting Relationships
...the company’s products. This role is centered around building relationships while actively engaging in community events and promotions. The... ...include maintaining accurate customer records and guiding clients through the purchasing process, ensuring a professional and knowledgeable...
MarineMax
Waterford, MI
1 day ago
Sales and Service Agent Remote
$69k
...into leadership and management. You will work remotely, serving clients by providing guidance and protection solutions for individuals... ...guidance and solutions Strong verbal communication and relationship-building skills Sales or customer service experience is helpful...
Remote work
Work from home
Flexible hours
HMG Careers
Franklin, MI
1 day ago
Inside Sales Coordinator
...emails in a timely and accurate manner Work in a team environment communicating as required with all personnel Identify key relationships for all customer RFQ Communicate and coordinate with customer accounts related with RFQ Prepare price calculation to...
Sumitomo Electric Carbide
Farmington Hills, MI
4 days ago
Private Client Relationship Manager
...Description At?Citizens, our mission is to help clients, colleagues and communities reach their potential. We do this through our... ...practice management support.??? As a?Citizens Private Client Relationship Manager (PCRM), you will engage directly with our affluent and...
Local area
Citizens
Troy, MI
2 days ago
Client Relations Specialist
...Financial Services of America, headquartered in Troy, MI, is seeking a Client Relationship Advisor to bridge clients and financial advisors. This role focuses on ongoing financial planning support, service coordination, and accurate client records in a fast-paced, client...
Financial Services of America
Troy, MI
3 days ago
Client Service Specialist
$65k - $70k
...can make a meaningful impact in the lives of their clients and our communities. The Client Service Specialist plays a vital role in supporting clients whose... ...is no longer active by delivering a high-touch, relationship-driven service experience. This position serves as...
Work at office
Home office
MassMutual Great Lakes
Southfield, MI
16 hours ago
Member Service Center Representative
$18 per hour
...Service Center Representative at Michigan First Credit Union, you’ll be challenged to deliver five-star service while building relationships with our members. We’re a family here, so outstanding teamwork is a must. Our number one goal is to make our members feel like they...
Shift work
Weekend work
2 days per week
Michigan First Credit Union
Lathrup Village, MI
14 hours ago
Client Experience Specialist
...CX SCORING SPECIALIST A lot can be gained from an engaging phone conversation. It can build relationships, answer stirring questions and showcase exceptional client experience. As a CX Scoring Specialist at United Wholesale Mortgage, you will be responsible for monitoring...
Full time
Contract work
Work at office
UWM
Pontiac, MI
1 day ago
Home & Auto Client Support Specialist
$800 per week
...insurance products and services offered Provide prompt, accurate, and friendly customer service Establish and maintain customer relationships Requirements: Critical thinker with the ability to multitask and solve problems Excellent verbal and written...
Full time
Work at office
Financial Services of America
Troy, MI
14 days ago
Client Relationship Representative (Universal Banker)
...Job Description First Merchants Bank is seeking a Customer Relationship Representative to join our team! This position will execute on... ...tools to meet the current and future financial needs of bank Clients. Deliver upon a meaningful customer service experience while exceeding...
Flexible hours
Night shift
First Merchants Bank
Bloomfield Hills, MI
a month ago
Senior Business Banking Relationship Manager - Southeast Michigan
...Responsible Growth and delivering for our clients, teammates, communities and... ...deepening, and maintaining profitable relationships, collaborating with teammates and facilitating... ...facilitating client relationships with Product Specialists. Job expectations include having...
Full time
Work experience placement
Work at office
Local area
Flexible hours
Day shift
Bank of America
Farmington Hills, MI
1 day ago
Product Specialist
$50k - $150k
...guests through a standout vehicle-buying experience while building relationships that last. This full-time, onsite role offers earning... ...Use CRM/email tools to document activity and support ongoing client relationships Understand vehicle values, equity, and available...
Full time
Flexible hours
BMW of Farmington Hills
Farmington Hills, MI
1 day ago
Client Relationship Manager
...Job Description Job Description We’re looking for a Client Relationship Manager who thrives on ownership. You’ll manage a robust book of business in the Employee Benefit Insurance space — serving as the primary point of contact, strategic advisor, and problem-solver...
Austin Benefits Group
Bloomfield Hills, MI
8 days ago
Media Sales Representative
...magazine & digital product's cost to produce, distribute, bill clients, etc, and does not come out of the representative's pocket.... ...Community Focus: A genuine interest in building and nurturing relationships with local business owners, putting their success first. Why...
For contractors
Local area
Flexible hours
Best Version Media
Beverly Hills, MI
14 days ago
Client Service Administrator
...financial firm in Franklin, MI is looking for a detail‑orientated Client Service Administrator to ensure the client experience runs as... ...issues and account inquiries Build and improve upon client relationships Database management Calendar management and appointment setting...
Afternoon shift
Wealth Trac Financial LLC
Franklin, MI
2 days ago
Inside Sales Representative | Existing Customer Accounts
...growth, and committed to delivering value. As an Outbound Sales Representative, you will play a key role in expanding our customer relationships by engaging current account holders and introducing them to enhanced service packages that better meet their home needs. This...
Hourly pay
Daily paid
Full time
Casual work
Immediate start
Infinity
Bingham Farms, MI
-11
Field Canvassing Representative
$55k
...schedule an in-person product demonstration. Report daily results to the field management team and develop collaborative working relationships with other sales representatives. Ensure high-quality and accurate representation of Leaf Home products by representing the...
Weekend work
Afternoon shift
LeafHome
Farmington Hills, MI
5 days ago
Customer Service Representative | Hotel Reservations Specialist
...ve specialized in simplifying team travel by building strong relationships with our hotel business partners and offering world-class customer... ..., and delivering excellent service. Hotel Reservations Specialist Summary: We are hiring a Hotel Reservations Specialist to...
Work at office
Work from home
Monday to Friday
Traveling Teams Inc.
Franklin, MI
6 days ago
Commercial Customer Relationship Manager (CRM)
...Description Job Description Job Description Title: Customer Relationship Manager: Commercial Department: Reports To:... ...push and lift items. Ability to frequently communicate with clients and co-workers. Must be able to exchange accurate information...
Full time
Work at office
Flexible hours
Shift work
Home Title Connect LLC
Farmington, MI
4 days ago
Senior Staff Product Marketing Specialist (Regional - Farmington Hills, MI)
...energy solutions. Job DescriptionSenior Staff Product Marketing Specialist/Regional Product Marketing (RPM) Specialist is responsible... ...account and “long tail” customers. Customers: Establish deep relationships with key customers and align on product roadmap and D-in/win...
Work at office
Local area
Shift work
Renesas Electronics America
Farmington Hills, MI
1 day ago
Associate Sales Representative - West Detroit - Craniomaxillofacial (CMF)
$70k - $80k
...career development within a global leader in medical technology. If you’re looking for a role where you can build meaningful relationships, grow your territory, and support innovative surgical technologies in the field, we’d welcome the opportunity to connect. $70,...
Full time
Temporary work
Work experience placement
Work at office
Flexible hours
Night shift
Stryker
Farmington Hills, MI
8 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client Relationship Specialist. Be the first to apply!