Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Financial Client Experience Specialist

$65k - $70k

Massmutual

Massmutual is looking for a Client Service Specialist in Southfield, Michigan. This role serves as the primary liaison for clients, ensuring continuity of service and proactive communication. Ideal candidates have 3-5 years in financial services with strong interpersonal skills and attention to detail. You'll support client retention efforts, manage service requests, and coordinate advisor meetings. A competitive salary of $65,000 - $70,000 plus comprehensive benefits is offered. #J-18808-Ljbffr Massmutual

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Client Experience Specialist in Southfield, MI vacancy
  • $65k - $70k

    MassMutual Great Lakes seeks a Client Service Specialist in Southfield, Michigan. This role provides high-touch service and supports...  ...products. The ideal candidate will have 3-5 years of financial services experience, strong communication skills, and relevant licenses.... 
    Financial

    MassMutual Great Lakes

    Southfield, MI
    2 days ago
  • United Shore Financial Services LLC is looking for Welcome Associates in Pontiac, Michigan, to provide an elite client experience while managing inbound calls. Candidates need to have a high school diploma and strong communication skills, with a preference for those with... 
    Financial

    United Shore Financial Services LLC

    Pontiac, MI
    16 hours ago
  • United Shore Financial Services LLC is seeking Welcome Associates in Pontiac, Michigan, to provide an elite client experience by promptly answering inbound calls. Ideal candidates are energetic team players with strong communication skills and the ability to thrive in... 
    Financial

    United Shore Financial Services LLC

    Pontiac, MI
    16 hours ago
  • C2 Private Wealth, LLC. is looking for a Client Service Associate to enhance client experience. The CSA will support Financial Advisors by managing client requests and ensuring accuracy in account operations. The ideal candidate will have a Bachelor’s degree in Finance... 
    Financial

    C2 Private Wealth, LLC.

    Novi, MI
    1 day ago
  • ROBERT W. BAIRD & CO. INCORPORATED is looking for a Client Specialist in Birmingham, Michigan to support Financial Advisors in delivering exceptional client service...  ...should have at least 2 years of relevant experience, proficiency in Microsoft Office, and strong communication... 
    Financial
    Work at office

    ROBERT W. BAIRD & CO. INCORPORATED

    Birmingham, MI
    4 days ago
  • The Client Experience Specialist is a service minded professional who manages all non-licensed and limited licensed aspects of the transaction,...  ...while demonstrating comfort with transaction management and financial tools. Analytical Thinking & Transaction Accuracy - able... 
    Financial
    Remote job
    Contract work
    Temporary work

    Anywhere Real Estate

    Detroit, MI
    2 days ago
  •  ...policy. Our Lending Officers put their clients’ needs first to pre-qualify and provide...  ...loan program that best fits their specific financial goals.   Responsibilities: Licensed...  ...2+ years of recent mortgage origination experience in a similar direct lending environment... 
    Financial
    Minimum wage
    Local area
    Remote work
    Flexible hours

    loanDepot

    Southfield, MI
    3 days ago
  • Plante & Moran Financial Advisors, LLC in Southfield, MI, is seeking a client services associate responsible for portfolio administration and serving as a liaison...  ...abilities, and at least 2 years of industry experience. This position offers a comprehensive benefits package... 
    Financial
    Flexible hours

    Plante & Moran Financial Advisors, LLC

    Southfield, MI
    16 hours ago
  • Plante & Moran Financial Advisors, LLC is seeking a dedicated Client Services Administrator based in Southfield, Michigan. This role involves ensuring superior...  ...teams. The ideal candidate will have 2+ years of experience in an administrative or investment setting and... 
    Financial
    Flexible hours

    Plante & Moran Financial Advisors, LLC

    Southfield, MI
    16 hours ago
  •  ...Senior Customer Experience Colleague Be part of an amazing story. Macy's is more than just...  ...with mental health counseling and legal/financial advice What You Will Do Provide an...  ...or online journey to acquire and grow client relationships by leveraging elevated outreach... 
    Financial
    Full time
    Flexible hours
    Afternoon shift

    Macy's

    Dearborn, MI
    4 days ago
  • $19 - $20 per hour

     ...BDC Customer Experience Advisor - Sales Join Fox Buick GMC as a Full Time Customer Experience Advisor and bring your enthusiasm for...  ...competitive pay range of $19.00 - $20.00 hourly, you can enjoy financial stability while engaging in essential duties such as responding... 
    Financial
    Hourly pay
    Full time
    Flexible hours

    Fox Buick GMC

    Farmington, MI
    1 day ago
  •  ...Job Description Job Description Client Service Specialist/Sales Assistant Position Overview...  ...wants to work in a friendly, fast-paced financial services firm where you can make an...  ...sales assistant/financial services experience required. Strong proficiency with CRM... 
    Financial
    Work at office
    Immediate start
    Home office

    StrategiQly

    Southfield, MI
    19 days ago
  • Our Welcome Associates will provide an elite client experience while answering all inbound calls promptly and accurately. All Welcome Associates...  ...conversations between you and UWM to be used for quality control purposes. #J-18808-Ljbffr United Shore Financial Services LLC
    Financial
    Full time
    Contract work
    Work at office

    United Shore Financial Services LLC

    Pontiac, MI
    16 hours ago
  •  ...need for Mortgage Operations Specialists. MUST KNOW This is an 8-...  ...or equivalent No Mortgage experience necessary Comfortable with...  ...oriented Comfortable talking with clients over the phone Ability to...  ...purposes. #J-18808-Ljbffr United Shore Financial Services LLC
    Financial
    Full time
    Contract work
    Work at office
    Immediate start
    Monday to Friday
    Shift work

    United Shore Financial Services LLC

    Pontiac, MI
    7 hours ago
  • $65k - $70k

     ...meaningful impact in the lives of their clients and our communities. The Client Service Specialist plays a vital role in...  ...touch, relationship-driven service experience. This position serves as a...  ...ideal candidate is an experienced financial services professional with... 
    Financial
    Work at office
    Home office

    MassMutual Great Lakes

    Southfield, MI
    2 days ago
  •  ...Job Title: Client Experience Specialist Department: Pre-Litigation Reports to: Pre-Litigation Supervisor or Department Manager Classification: Non-exempt Position Type: Full-time | Monday–Friday Summary At the Mike Morse Law Firm, we pride ourselves... 
    Full time
    Work at office
    Monday to Friday

    Mike Morse Law Firm

    Southfield, MI
    1 day ago
  •  ...Client Support Specialist Job Category: Client Services Requisition Number: CLIEN001706 Posted...  ...or any combination of education and experience which would provide an equivalent background...  ...to support your well-being and financial future: Comprehensive Health Benefits... 
    Financial
    Full time
    Temporary work
    Work at office

    ProCare Rx

    Southfield, MI
    2 days ago
  • $50k - $150k

     ...application process. You will work closely with clients, gather necessary documentation, and...  ...a smooth and efficient loan application experience. This position is ideal for individuals...  ..., LLC is a dynamic and rapidly growing financial services company committed to helping... 
    Financial
    Full time
    Monday to Friday

    Nations Mortgage LLC

    Troy, MI
    4 days ago
  •  ...Schwab in Birmingham, MI is seeking a Client Relationship Specialist to provide exceptional customer...  ...position offers a clear growth path in the financial services industry, with support for...  ...year of client or customer service experience and possess excellent communication... 
    Financial

    Charles Schwab

    Birmingham, MI
    3 days ago
  • A financial services company in Birmingham, MI is seeking a Private Banking Service Specialist II to provide exceptional service to high net worth clients. Responsibilities include managing daily client interactions...  ...least 3 years of banking experience and a high school diploma,... 
    Financial
    Work at office
    Flexible hours

    Huntington Bancshares, Inc.

    Birmingham, MI
    16 hours ago
  •  ...Vice President, GTM Programs & Experiences About the Company Innovative digital banking platform for credit unions & financial institutions Industry Financial Services...  ...commercial bowtie, from prospect engagement to client onboarding, expansion, and retention.... 
    Financial
    Remote work

    Confidential

    Detroit, MI
    2 days ago
  • United Shore Financial Services LLC is seeking Welcome Associates in Pontiac, MI to provide top-tier client experiences. Successful candidates will manage inbound calls, requiring strong communication skills and the ability to thrive in a fast-paced call center environment... 
    Financial

    United Shore Financial Services LLC

    Pontiac, MI
    16 hours ago
  • A leading financial software provider is seeking a Tax Associate to work remotely and assist customers with their tax filings. Candidates should have at least 2 years of experience in preparing individual tax returns and a passion for customer service. Responsibilities... 
    Financial
    Remote job
    Work from home

    Dev

    Detroit, MI
    3 days ago
  •  ...The Store Consultant consistently delivers a positive customer experience to all customers, utilizing consultative skills to anticipate...  ...careful handling of documents, media, and packages Processes financial transactions using a Point of Sale terminal (POS),including... 
    Financial
    Work at office
    Local area
    Shift work

    FedEx

    Lathrup Village, MI
    3 days ago
  • A leading financial services company seeks a Tax Preparer to work remotely. The ideal candidate should have over 2 years of experience in filing taxes and excellent customer service skills. Responsibilities...  ...to work from home while helping clients navigate their tax... 
    Financial
    Remote job
    Work from home

    Dev

    Detroit, MI
    2 days ago
  • $14.69 - $20.28 per hour

     ..., Rotating Weekends and Holidays. R1 is the leading provider of technology-driven solutions that transform the patient experience and financial performance of hospitals, health systems and medical groups. We are the one company that combines the deep expertise of a... 
    Financial
    Hourly pay
    Casual work
    Local area
    Shift work

    R1 RCM

    Southfield, MI
    4 days ago
  • $19.12 - $30.04 per hour

     ...offer more than 2 million products and have over 80 years of experience across dozens of industries. We aim to execute our Built to Make...  ...to support you and your familys health, well-being and financial future. We offer dynamic healthcare plans, generous 401K and stock... 
    Financial
    Work visa

    MSC Industrial Direct

    Southfield, MI
    3 days ago
  •  ...involves providing exceptional service and support to Financial Advisors and maintaining strong client relationships. The successful candidate will help...  ...development initiatives and must possess 5+ years of relevant experience, a four-year degree, and required financial licenses... 
    Financial

    PowerToFly

    Birmingham, MI
    16 hours ago
  •  ...or incentive opportunities. As a Client Relationship Specialist (CRS), you have the opportunity to bring...  ...will champion your growth in the financial services industry. You'll play a...  ...help deliver an unparalleled client experience. Development and growth are at the core... 
    Financial
    Local area

    Charles Schwab Inc.

    Birmingham, MI
    16 hours ago
  • $45k

     ...closing—while delivering exceptional service and value to clients. Ideal candidates are motivated, results-oriented, and...  ...effectively. Qualifications: Proven sales ability; experience in automotive, financial, or B2B sales preferred. Excellent verbal and written... 
    Financial
    Local area

    Reliance One

    Southfield, MI
    9 days ago

Do you want to receive more vacancies?

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