Client Service Specialist Troy, MI

Position: Client Service Specialist

Firm: EPI Financial Group

Location: Troy MI

Overview:

EPI Financial Group is a financial services firm dedicated to helping individuals coordinate their investment financial and estate planning needs. With over 20 years of experience our firm is committed to building lasting client relationships through personalized service and thoughtful financial guidance.

We are seeking a detail-oriented client-focused Client Service Specialist to support our financial advisors and investment clients. This role is essential to delivering an exceptional client experience by coordinating account servicing processing investment paperwork assisting with client requests and ensuring day-to-day operations run smoothly.

What Youll Do:

• Serve as a primary point of contact for client service requests and account inquiries
• Communicate professionally and compassionately with clients by phone email and in person
• Assist with investment account maintenance transfers distributions beneficiary updates and other account-related paperwork
• Process new account applications account changes and required custodial documentation
• Coordinate with custodians investment platforms and other financial institutions to resolve account issues and follow up on outstanding requests
• Prepare client files account information and supporting materials for advisor meetings
• Maintain accurate client records notes documents and follow-up tasks within the firms CRM (Redtail)
• Schedule client appointments and assist with ongoing client relationship management
• Support investment account reporting documentation and compliance requirements
• Assist with annuity servicing life insurance paperwork death claims and estate-related requests as needed
• Collaborate with advisors and team members to ensure timely accurate and consistent client service

What Were Looking For:

• 1 years of experience in investment services wealth management or financial services preferred
• Excellent written and verbal communication skills with a professional personable and service-oriented approach.
• Strong organizational skills and attention to detail particularly when handling financial documentation and account transactions.
• Ability to manage multiple priorities and meet time-sensitive deadlines without sacrificing accuracy.
• Proficiency with Microsoft Office and confidence learning financial software custodial platforms and CRM systems.
• A proactive problem-solver who takes ownership of client requests and follows through to completion.
• Willingness to learn accept feedback and contribute to a collaborative team environment.
• Ability to handle confidential client and financial information with discretion.

Bonus Points:

• Familiarity with investment account servicing transfers distributions and account maintenance
• Experience with Schwab Fidelity AE Wealth Management Redtail or similar platforms
• Knowledge of annuities life insurance trusts or estate planning
• Relevant industry licenses including MI Life and Health Insurance License and Series 65/66 or willing to obtain

What Youll Get:

Pay & Perks:

• $50k - $60k annually based on experience
• Firm paid health and dental insurance after 90 days
• 401(k) with employer matching
• Generous PTO program

Schedule:

• In office: Monday-Friday 7:30am-4:00pm (Troy MI)

Presented by Advisor Talent Solutions

Advisor Talent Solutions part of the AE Management LLC family of companies supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at

Required Experience:

IC