Sign upLog in
See more jobs

Client Service Representative - Novi, MI

Advisor Talent Solutions
  • Novi, Michigan
    30+ days ago

    Job Description

    Position: Client Services Representative
    Firm: Richard W. Paul & Associates
    Location: Novi, MI
     
    Overview:
     
    Richard W. Paul & Associates, a leading financial services firm based in Novi, MI, is seeking a dedicated Client Services Representative to join our team. The Client Services Representative 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:
    • Bachelor’s degree
    • 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
    • Excellent communication; written and verbal
    • 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:
     
    Pay & Perks:
    • $55k - $75k/year based on experience
    • Dental insurance
    • Health insurance
    • Vision insurance
    • 401(k) with 5% match (eligible at 1 year of service)
    • Paid time off
    • Professional development assistance
     
    Schedule:
    • In office: Monday – Friday, 9am-5pm
     
     
     
     
    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 advisortalentsolutions.com         

     

    Numbers & Facts

    LocationNovi, Michigan
    Websitehttps://advisortalentsolutions.com/careers/

    Skills

    • Administrative Skillsunmatched
    • Annuitiesunmatched
    • Communication Skillsunmatched
    • Customer Experienceunmatched
    • Customer Relationsunmatched
    • Customer Relationship Management (CRM)unmatched
    • Customer Service Managementunmatched
    • Customer Support/Serviceunmatched
    • Dental Insuranceunmatched
    • Detail Orientedunmatched
    • Establish Prioritiesunmatched
    • Financial Servicesunmatched
    • Insuranceunmatched
    • Microsoft Officeunmatched
    • Multiplatform/Cross-Platformunmatched
    • Operating Systemsunmatched
    • Organizational Skillsunmatched
    • Sales Managementunmatched
    • Sales Prospectingunmatched
    • Series 65unmatched
    • Team Playerunmatched
    • Vision Planunmatched

    Be found by employers

    5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

    Level up your application

    Professional resume templates

    Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

    Free resume templates

    Free resume builder

    Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

    Free resume builder