Client Service Specialist

Richard W. Paul & Associates , a leading financial services firm based in Novi, MI , is seeking a dedicated Client Service Specialist to join our team. The Client Service Specialist plays a key role in supporting the day-to-day operations of the firm while delivering a high level of service to both existing and prospective clients. This individual will help ensure a smooth, organized, and professional client experience by handling a variety of operational and client service responsibilities. The ideal candidate is detail-oriented, proactive, and committed to fostering positive client relationships in a dynamic and team-oriented culture. If you thrive in a collaborative setting and have a passion for delivering exceptional client service, consider joining our team! What you’ll do: Process and track new business, including application submission and account transfer follow-up (ACATs) Manage ongoing client service requests such as beneficiary updates, withdrawals, and general account maintenance Assist with annuity servicing, including index reallocations Handle incoming client calls with professionalism and a strong focus on relationship building Maintain accurate and up-to-date client records within the CRM (Redtail) /database Prepare for client meetings by updating account summaries and organizing appropriate materials (reports, applications, and product information) Support advisors with administrative and operational tasks to ensure efficient workflow What We’re Looking For: Series 65 preferred, or willingness to obtain within 90 days MI Insurance license preferred (life & annuity), or willingness to obtain within 90 days Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance Collaborative team player willing to assist others Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks Exhibits meticulous attention to detail and a commitment to accuracy Self-starter who takes initiative and works well independently Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters Bonus Points: Financial industry experience preferred What You’ll Get: $55k - $75k/year based on experience Health insurance Vision insurance 401(k) with 5% match (eligible at 1 year of service) Paid time off Schedule: In office: Monday – Friday, 9am-5pm #J-18808-Ljbffr Richard W. Paul & Associates, LLC