Client Support Specialist – Wealth Management

Client Support Specialist – Financial Services

Location: Southfield, MI

Job Type: Full Time

Are you an organized, detail-oriented professional who enjoys building relationships and providing exceptional client service? Join a growing financial services organization where you’ll work closely with experienced Financial Advisors and play an important role in creating an outstanding client experience.

What You’ll Do

• Serve as a primary point of contact for clients by phone, email, and in person
• Coordinate appointments, meetings, paperwork, and follow-up
• Assist with account applications, transfers, distributions, and client requests
• Maintain accurate client records and documentation
• Support Financial Advisors and internal teams with day-to-day client needs
• Track paperwork and coordinate with financial institutions, custodians, and insurance companies
• Assist with new client onboarding
• Prepare correspondence, reports, presentations, and client materials
• Handle confidential financial information with professionalism and discretion

What We’re Looking For

• 2+ years of experience in client service, financial services, banking, insurance, wealth management, or a related field
• Excellent communication and customer service skills
• Strong organization, attention to detail, and follow-through
• Ability to manage multiple priorities in a fast-paced environment
• Proficiency with Microsoft Office, particularly Outlook, Word, and Excel
• Professional, personable, dependable, and team-oriented

Preferred

• Experience supporting Financial Advisors or Wealth Management teams
• Familiarity with investment, brokerage, retirement, or insurance accounts
• Experience with CRM/wealth management systems such as Salesforce, Redtail, or Wealthbox
• Series 7 or Series 66 is a plus, but not required
• Bachelor's degree in Finance, Business, Economics, or related field preferred

Why Consider This Opportunity?

• Professional financial services environment
• Meaningful client interaction and relationship building
• Work alongside experienced financial professionals
• Strong opportunity for long-term career growth
• Recognized as a Top Workplace and Best and Brightest Company to Work For

If you're a client-focused professional who takes ownership, anticipates needs, and enjoys making a difference, we'd love to hear from you!