Lead Client Service Specialist

1 week ago

Grand Blanc, Michigan, United States TalentLink Solutions Full time
Position Overview

TalentLink Solutions is a dynamic and expanding Registered Investment Advisor (RIA) seeking to enhance our operational framework. Our founder, with a proven track record of success, is eager to build a dedicated team. We are looking for an individual who can adeptly manage multiple responsibilities, allowing our founder to concentrate on business development. Initially, this role will involve close collaboration between you and the founder to realize our vision. As the organization grows, there will be ample opportunities for you to evolve your role based on your interests and strengths.

This position is fully remote, offering flexibility to work from anywhere in the United States. However, if you are located near West Central Florida, we encourage collaboration days for enhanced teamwork.

We are currently in search of a Senior Client Service Associate to play a crucial role in refining our operational strategies and processes. You will provide support to our founder, our clients, and our ongoing growth initiatives, ensuring seamless operations focused on client satisfaction. Your responsibilities will encompass client-specific tasks, account management, and various business functions. Whether it's establishing new accounts, addressing service inquiries, scheduling meetings, or managing communications, you will take ownership of each task and see it through to completion. You will collaborate with leadership to propose improvements and possess the determination and project management skills necessary for implementation. We seek a candidate who exemplifies humility, dependability, and outstanding communication abilities. Your proactive approach will enable you to manage tasks efficiently, allowing the firm owner to prioritize client engagement and business expansion. Additional responsibilities may include basic office management, vendor relations, compliance, and marketing activities.

Key Responsibilities:

  • Prepare investment and insurance account documentation and oversee asset transfers.
  • Respond promptly to client service inquiries, troubleshoot issues, and deliver effective solutions.
  • Manage cashiering functions with custodians, ensuring accurate and efficient processing of financial transactions.
  • Oversee the life insurance and/or annuity processes, including applications, design, exam scheduling, and policy finalization.
  • Collaborate with custodians to complete new account applications and various maintenance tasks, processing cash and securities transactions as needed.
  • Organize, coordinate, and maintain all client documentation and electronic files within our client portal, facilitating collaboration with clients and colleagues.
  • Update and maintain client information within CRM systems and internal reports.
  • Schedule client meetings, manage calendars, and coordinate scheduling both internally and externally.
  • Research and prepare necessary materials for client meetings, including documents, notes, reports, and presentations.
  • Monitor and optimize workflows for client service and operational tasks.
  • Track, process, and assist clients with the Required Minimum Distribution (RMD) process.
  • Proactively communicate with clients and other advisors, providing updates and addressing concerns.
  • Conduct research, prioritize issues, and follow up on inquiries.
  • Collaborate with the founder and team in various areas, including marketing, human resources, and events.

Qualifications:

  • Bachelor's degree preferred, or equivalent professional experience.
  • At least 5 years of progressive experience in client service and operations within investment management, financial planning, and insurance.
  • Proven ability to enhance operational processes and deliver exceptional client service.
  • Exposure to investment advisory compliance and direct regulatory experience preferred.
  • Strong understanding of investment and financial planning management concepts.
  • Familiarity with software such as Wealthbox, Asset-Map, Holistaplan, or similar tools preferred.
  • Advanced proficiency in Microsoft Office.
  • Experience with Apple products is highly preferred.
  • Experience working with Schwab as a custodian is preferred.
  • Self-motivated and capable of working independently while thriving in a collaborative environment.
  • Strong desire to contribute to key business decisions and provide valuable insights.
  • Reliable, responsible, and detail-oriented with exceptional organizational skills.
  • Outstanding verbal and written communication skills.

  • Lead Client Service Specialist

    2 weeks ago

    Grand Blanc, Michigan, United States TalentLink Solutions Full time

    Job OverviewTalentLink Solutions is an innovative and expanding Registered Investment Advisor (RIA) seeking to enhance our operational team. We are looking for a dedicated professional who can manage multiple responsibilities, allowing our leadership to concentrate on strategic growth initiatives. This position is fully remote, offering flexibility to work...

  • Lead Client Service Specialist

    1 week ago

    Grand Blanc, Michigan, United States TalentLink Solutions Full time

    Position OverviewTalentLink Solutions is a dynamic and expanding Registered Investment Advisor (RIA) seeking to enhance our operational team. Our founder, with a proven track record of success, is eager to embark on this new chapter. We are in search of an individual who can effectively manage multiple responsibilities, allowing our founder to concentrate on...

  • Lead Software Engineer

    1 week ago

    Grand Blanc, Michigan, United States Cordova Full time

    Job OverviewInnovators Shape the Future of TechnologyPosition: Lead Software Engineer - Guidewire SpecialistCordova is seeking a talented Lead Software Engineer to take charge of the development of proprietary software solutions tailored for our internal teams, clients, and partner agencies. The ideal candidate will be responsible for the design,...

  • Travel Nurse RN Specialist

    1 day ago

    Grand Blanc, Michigan, United States HealthEcareers - Client Full time

    Job SummaryWe are seeking a skilled Travel Nurse RN to join our team at HealthEcareers - Client. As a Travel Nurse RN, you will be responsible for providing high-quality patient care in a Telemetry setting.Key ResponsibilitiesDeliver exceptional patient care and services in a fast-paced Telemetry environment.Collaborate with healthcare professionals to...

  • Client Relations Specialist

    2 weeks ago

    Grand Blanc, Michigan, United States Ryan Lukovich - State Farm Agent Full time

    Job OverviewBenefits:401(k) Plan401(k) Matching ContributionsPerformance-Based BonusesCompetitive Salary StructureComprehensive Dental CoverageComplimentary Snacks and MealsHealth Insurance OptionsCareer Advancement OpportunitiesPaid Time OffTraining and Development ProgramsVision Insurance CoveragePosition SummaryA successful State Farm Agent is looking for...

  • Client Relations Specialist

    2 weeks ago

    Grand Rapids, Michigan, United States Pilot Freight Service Full time

    Client Relations SpecialistJob Category: Customer SupportRequisition Number: CUSTO004652Job OverviewThis position is essential for maintaining effective communication with clients, logistics partners, and internal teams.Key Responsibilities:Engage in consistent and precise communication with customers and logistics agents.Provide accurate pricing estimates...

  • Registered Nurse

    2 weeks ago

    Grand Blanc, Michigan, United States HealthEcareers - Client Full time

    HealthEcareers - Client is seeking a skilled travel nurse RN specializing in the Emergency Department for an exciting opportunity.Position Overview & RequirementsSpecialty: Emergency DepartmentDiscipline: Registered NurseStart Date: ImmediateDuration: 13 weeks36 hours per weekShift: 12-hour night shiftsEmployment Type: Travel NursingTravel Nursing...

  • Client Support Specialist

    2 weeks ago

    Grand Blanc, Michigan, United States TEKsystems Full time

    Position:Customer Service Representative**Immediate Hiring**Work Schedule:Seeking candidates for first and second shifts. Flexibility to work Monday through Friday, from 8:00 AM to 7:00 PM for an 8-hour shift is required.Remote Opportunity - Must be local or willing to travel to retrieve necessary equipment.Key Qualifications:Minimum of 2 years experience in...

  • Registered Nurse

    9 hours ago

    Grand Blanc, Michigan, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Registered Nurse to fill a Med Surg / Telemetry contract position. As a contract RN, you will provide high-quality patient care in a dynamic and fast-paced environment.Job ResponsibilitiesProvide direct patient care to Med Surg / Telemetry patients, including assessment, planning, implementation, and...

  • Travel Nurse RN Specialist

    7 hours ago

    Grand Blanc, Michigan, United States HealthEcareers - Client Full time

    Job SummaryHealthEcareers - Client is seeking a skilled Travel Nurse RN to fill a Telemetry nursing position. As a travel nurse, you will have the opportunity to work in a dynamic healthcare environment and provide high-quality patient care.Job ResponsibilitiesProvide direct patient care to telemetry patients, including monitoring vital signs and...

  • Lead Client Solutions Executive

    2 weeks ago

    Grand Blanc, Michigan, United States ImpactSearch Partners Full time

    Oportunidad LaboralTareas diarias:Interactuar con los principales tomadores de decisiones en clientes objetivo, estableciendo y cultivando relaciones sólidas.Desarrollar narrativas atractivas que simplifiquen procesos, ideas o eventos complejos.Presentar y asegurar nuevas oportunidades comerciales a través de diversos canales, como eventos de la industria...

  • Activation Specialist

    5 days ago

    Grand Blanc, Michigan, United States DirectedLINK Full time

    Job DescriptionJob Title: Activation SpecialistCompany: DirectedLINKJob Type: Full-timeLocation: RemoteJob Category: Customer ServiceAbout Us: DirectedLINK is a leading health and life insurance brokerage firm dedicated to providing exceptional service to our clients.Job SummaryWe are seeking a highly skilled Activation Specialist to join our team. As a key...

  • Construction Financing Specialist

    2 weeks ago

    Grand Blanc, Michigan, United States FPG Full time

    Job OverviewPosition: Construction Financing SpecialistRemote OpportunityAre you a driven and results-oriented professional with a passion for achieving success? If you thrive in a competitive environment and find fulfillment in closing transactions, this role as a Construction Financing Specialist may be the perfect fit for you.Our organization stands as...

  • Registered Nurse

    2 weeks ago

    Grand Blanc, Michigan, United States Lead Health Full time

    Lead Health is in search of a skilled travel nurse for a position as a Registered Nurse specializing in Med Surg / Telemetry. Position Overview As a Med-Surg / Telemetry RN, you will play a crucial role in delivering exceptional patient care. This position offers the opportunity to work in a dynamic environment while enjoying the benefits of travel nursing....

  • Client Service Specialist

    1 week ago

    Grand Rapids, Michigan, United States CampusPoint Full time

    About the RoleCampusPoint is seeking a highly skilled Health Insurance Specialist to join our team. As a key member of our Sales team, you will provide exceptional customer service and client support, while assisting Account Managers with reporting, documentation, and analysis.Key ResponsibilitiesSupport Key Accounts: Attend board meetings, manage incoming...

  • Client Solutions Specialist

    2 weeks ago

    Grand Rapids, Michigan, United States Renewal By Andersen Full time

    Job OverviewPosition Title: Client Solutions SpecialistGeneral InformationCompany: Renewal by AndersenLocation: Greater Michigan MarketRenewal by Andersen (RbA) is seeking dedicated Client Solutions Specialists to join our dynamic sales team. This role is pivotal in enhancing the homeowner experience through personalized consultations and tailored...

  • Junior Client Relations Specialist

    2 weeks ago

    Grand Rapids, Michigan, United States ACG Seattle Full time

    Welcome! Are you seeking a refreshing change from the mundane daily grind? Do you excel in a lively and engaging business environment? If you enjoy connecting with people, then our Client Relations Specialist role could be just what you're looking for.Allow us to introduce ourselves - we are ACG Seattle, a dynamic marketing and consulting agency. Our mission...

  • Wealth Management Specialist

    2 months ago

    Grand Blanc, Michigan, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Diagnostic Imaging Specialist

    12 hours ago

    Grand Blanc, Michigan, United States TotalMed Allied Full time

    Job OpportunityTotalMed Allied is seeking a skilled Diagnostic Imaging Specialist for a travel assignment in a dynamic healthcare setting.Job Summary:We are looking for a highly motivated and experienced Diagnostic Imaging Specialist to join our team. As a Diagnostic Imaging Specialist, you will be responsible for operating imaging equipment, preparing...

  • Travel Nurse RN

    9 hours ago

    Grand Blanc, Michigan, United States HealthEcareers - Client Full time

    Job SummaryWe are seeking a skilled Registered Nurse to join our team as a Medical Surgical With Telemetry nurse. As a key member of our healthcare team, you will provide high-quality patient care and work collaboratively with other healthcare professionals to ensure the best possible outcomes.Key ResponsibilitiesAssess and evaluate patients' medical...