Client Relationship Specialist
2 weeks ago
The Client Relationship Specialist role is pivotal in delivering exceptional service to clients and supports the Wealth Advisor in optimizing their time. This position requires outstanding client service and problem-solving abilities to ensure clients receive accurate information promptly and professionally.
Key Responsibilities
- Address client inquiries regarding services and resolve issues efficiently while maintaining compliance with documentation and record-keeping standards.
- Enhance client relationships by establishing trust and rapport through both in-person interactions and phone communications, while identifying opportunities for additional services to strengthen clients' financial portfolios.
- Engage regularly with clients concerning their accounts and services, effectively communicating complex processes and concepts.
- Collaborate with Broker Dealer for the establishment of new accounts, ongoing account management, and adherence to compliance requirements.
- Oversee the Redtail CRM database; manage workflows for current and prospective clients and coordinate follow-ups with Advisors.
- Ensure a compliant filing and scanning system is maintained using Laser Fiche.
- Handle incoming calls, directing or taking messages in accordance with company protocols.
- Update client information in the CRM database (Redtail).
- Input data into Financial Planning software systems (Goals-Based Analysis and E-Money).
- Perform additional tasks as assigned by the Wealth Advisor and Director of Operations.
- Proficient computer skills (Outlook, Word, Excel, and PowerPoint) are essential.
- Exceptional verbal and written communication skills.
- Strong organizational and time management skills; capable of working independently while managing multiple priorities.
- Aptitude for building relationships with clients and internal stakeholders.
- The ideal candidate will possess a minimum of 2 years of experience in an administrative support role within a professional setting.
- A High School Diploma or Associate's degree is required; a Bachelor's Degree is preferred.
- Prior experience in the financial services sector is advantageous.
- Compensation is based on qualifications and experience.
- Salary reviews occur annually or when job responsibilities change, with no guarantees for salary increases.
- Series 7 and 65/66 licenses are preferred (or a willingness to obtain them in the future).
-
Client Relationship Specialist
3 weeks ago
Novi, Michigan, United States Kestra Financial Independent Advisor Full timeClient Relationship Specialist RoleThe Client Relationship Specialist role is a pivotal client-facing position that reports directly to the Wealth Advisor. This position is essential in maximizing the Advisors' efficiency by delivering exceptional client service and adept problem-solving capabilities to ensure timely and professional communication with...
-
Client Relationship Manager
4 weeks ago
Novi, Michigan, United States Tekshapers Inc Full timeJob OverviewPosition: Client Partner (Account Manager)Employment Type: Full-timeLocation: NOVI, MIContract Duration: 6+ monthsExperience Level: 10+ yearsKey ResponsibilitiesThe Account Manager will act as the main liaison between Tekshapers Inc and our automotive client. This position is crucial for nurturing and expanding the client relationship, ensuring...
-
Client Relations Specialist
4 weeks ago
Novi, Michigan, United States Quality Choice | CDMA Full timeJob OverviewQuality Choice | CDMA, a reputable wholesaler with nearly a century of experience, specializes in providing a diverse range of over-the-counter health, beauty, and wellness products under our esteemed brand name. Our commitment to fostering a collaborative and innovative workplace is paramount as we navigate the challenges of today's market.The...
-
Client Relations Specialist
4 weeks ago
Novi, Michigan, United States The Signal Group LLC Full timeClient Relations Specialist & Entry-Level Sales AssociateAbout The Signal Group LLC:The Signal Group LLC is a prominent player in the e-commerce sector, focusing on telecommunications products. We have forged strong alliances with leading corporations globally and are committed to providing outstanding support to our varied customer base.Position Overview:We...
-
Client Support Specialist
4 weeks ago
Novi, Michigan, United States Best Buy Health Full timePosition OverviewAs aClient Support Specialist, you play a vital role in fulfilling our mission by establishing meaningful connections with our senior customers and their caregivers. Client Support Specialists handle a steady stream of customer interactions, offering assistance with billing inquiries, service plan modifications, account adjustments, basic...
-
Client Support Specialist
4 weeks ago
Novi, Michigan, United States Mikegabriel Full timePosition Title: Customer Service Representative - Mikegabriel Team MemberLocation: Not specifiedEmployment Type: Full TimeOverview:Mikegabriel is seeking a dedicated and enthusiastic professional to join our dynamic team as a Customer Service Representative. This role is ideal for individuals who are passionate about delivering exceptional service and...
-
Client Engagement Specialist
4 weeks ago
Novi, Michigan, United States Terri Anderson-Berger - State Farm Agent Full timePosition OverviewAre you seeking a rewarding part-time opportunity that offers both meaningful work and competitive pay? Explore a role within a State Farm Agent's office.Key ResponsibilitiesBuild and nurture customer relationships while ensuring timely follow-ups.Utilize a customer-centric, needs-based assessment approach to inform clients about various...
-
Client Service Specialist
3 weeks ago
Novi, Michigan, United States Terri Anderson-Berger - State Farm Agent Full timePosition OverviewAre you seeking a rewarding part-time opportunity that offers valuable experience and competitive pay? Consider a role within a State Farm Agent's office.Key ResponsibilitiesBuild and nurture customer relationships while ensuring timely follow-ups.Implement a customer-centric, needs-based review process to inform clients about insurance...
-
Client Relations Specialist
3 weeks ago
Novi, Michigan, United States Mimilk Full timeCustomer Service RepresentativeJob Category: Operations Requisition Number: CUSTO001267Job OverviewMichigan Milk Producers Association (MMPA), a member-owned dairy cooperative founded in 1916, proudly serves around 1,600 dairy farmer members across multiple states. As the 10th largest dairy cooperative in the United States, MMPA employs approximately 320...
-
Client Service Representative
3 weeks ago
Novi, Michigan, United States Kestra Financial Independent Advisor Full timeWealth Associate PositionThe Wealth Associate role is a key position within Kestra Financial Independent Advisor, reporting directly to the Wealth Advisor. This position plays a vital role in optimizing Advisors' time by providing exceptional client service and problem-solving skills to deliver information to clients in a timely and professional manner.Key...
-
Client Services Manager
2 weeks ago
Novi, Michigan, United States Coronis Health Full timeJob SummaryWe are seeking a highly skilled Client Services Manager to join our team at Coronis Health. As a key member of our client-facing team, you will be responsible for managing client relationships, ensuring seamless communication, and driving business growth.Key ResponsibilitiesClient Relationship ManagementDevelop and maintain strong relationships...
-
Client Services Coordinator
2 weeks ago
Novi, Michigan, United States Coronis Health Full timeJob SummaryWe are seeking a highly skilled Client Relationship Manager to join our team at Coronis Health. As a key member of our Client Services department, you will be responsible for building and maintaining strong relationships with our client practice groups and individual practitioners.Key ResponsibilitiesClient Account Management: Manage assigned...
-
Client Services Specialist
3 weeks ago
Novi, Michigan, United States Terri Anderson-Berger - State Farm Agent Full timePosition OverviewTerri Anderson-Berger - State Farm Agent is looking for a dedicated professional to fill the role of Account Representative. This position is ideal for an enthusiastic individual eager to contribute to the growth of our agency through meaningful interactions and exceptional customer service.Key ResponsibilitiesDeliver timely, accurate, and...
-
Client Relations Specialist
3 weeks ago
Novi, Michigan, United States Terri Anderson-Berger - State Farm Agent Full timePosition OverviewTerri Anderson-Berger - State Farm Agent is looking for a dedicated professional to fill the role of Account Representative. This position is ideal for an enthusiastic individual who is passionate about fostering business growth through exceptional customer interactions and insightful discussions about insurance products.Key...
-
Novi, Michigan, United States Fishbeck, Thompson, Carr & Huber, Inc. (FTCH) Full timePosition: Sustainability Consultant or Environmental SpecialistLocation:Novi, MIJob Id: 1776# of Openings: 1Sustainability Consultant or Environmental Specialist Location Ann Arbor, MI Grand Rapids, MI Kalamazoo, MI Novi, MIJob Overview Are you passionate about engaging in innovative air quality, sustainability, or environmental compliance...
-
Automotive Finance Specialist
4 weeks ago
Novi, Michigan, United States Feldman Automotive Group Full timeFeldman Automotive Group is experiencing significant growth and is eager to expand our team. We are currently in search of dedicated Finance Specialists to join our dynamic workforce. Core Values Integrity and Honesty Respect for All Meticulous Attention to Detail Collaborative Team Player Positive and Enthusiastic Attitude Benefits Comprehensive Medical,...
-
Construction Engineering Specialist
4 weeks ago
Novi, Michigan, United States Michael Page Full timeOverviewJoin a dynamic team that focuses on a variety of construction projects and offers significant opportunities for professional development. We provide a competitive compensation package along with comprehensive benefits.About the CompanyOur client is a rapidly expanding construction firm known for its commitment to excellence. With a robust project...
-
Technical Client Success Manager
18 hours ago
Novi, Michigan, United States Red Level Full timeJob Title: Technical Client Success ManagerAt Red Level, we're seeking a skilled Technical Client Success Manager to join our Client Success team. As a key contributor, you'll drive success and build meaningful relationships with our current and potential clients.Key Responsibilities:Align Red Level offerings with clients' business strategies and...
-
Behavior Support Specialist
3 weeks ago
Novi, Michigan, United States Bright Behaviour Therapy Novi Full timeJob OverviewPosition: Behavior Support SpecialistAt Bright Behavior Therapy, we specialize in providing Applied Behavior Analysis (ABA), the only scientifically validated therapy for children diagnosed with Autism Spectrum Disorder. Our dedicated team is committed to delivering exceptional therapy to all clients during each session.We are currently looking...
-
Procurement Specialist
4 weeks ago
Novi, Michigan, United States Connect Force Full timeJob DescriptionJob Title: Purchasing SpecialistCompany: Connect ForceJob Type: Full-TimePosition Overview: The Purchasing Specialist plays a crucial role in overseeing the procurement activities to guarantee that top-notch materials and supplies are acquired at competitive rates. The successful candidate will work closely with various departments, foster...