Customer Service Specialist
Titan Wealth Advisors, LLCAvance Consulting
About the job Company Description Our client is based in Bloomfield Hills, Michigan, is an independent wealth management and retirement plan consulting firm offering financial planning and advisory services to clients nationwide. We specialize inRetirement Plan Consulting, assisting sponsors in optimizing plan performance and costs with customized solutions. Additionally, we provide Individual Wealth Management services, tailoring plans for pre-retirees and retirees to ensure a secure and enjoyable retirement. Securities are offered through Aurora Securities and investment services are provided through Secure Asset Management, LLC. Role Description This is a full-time on-site role for a Customer Service Specialist located in Bloomfield Hills, MI. The Client Service Specialist will be responsible for providing support to our advisors and clients, and processing business. Prior financial service experience is a must; licensing is not required. Qualification Proficiency in WORD, EXCEL and PowerPoint Excellent communication and interpersonal skills Strong problem-solving abilities Ability to work effectively in a fast-paced environment.
Vacancy posted 5 hours ago
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