Customer Support Specialist

1 day ago

Bloomfield Hills, Michigan, United States Orfin & Associates, Inc. Full time

Company Overview

Orfin & Associates is a reputable financial services organization based in Bloomfield Hills. We are seeking a refined and highly professional individual to serve as our Customer Support Specialist. This role is a critical part of the client experience and serves as the first impression of our firm.

Summary

The ideal candidate brings strong attention to detail, exceptional organization, and a warm, confident presence. This role is best suited for someone who takes pride in creating a welcoming, polished, and well-run environment.

Responsibilities

Candidates' responsibilities include:

  • Greet clients and visitors with professionalism and courtesy
  • Manage weekly appointment reminders via phone or text
  • Prepare client and prospect files efficiently and accurately
  • Notify advisors promptly upon client arrival
  • Assemble event folders and surveys for meetings and functions
  • Address and prepare envelopes for client correspondence
  • Answer and direct incoming telephone calls in a friendly, professional manner
  • Maintain the cleanliness and welcoming atmosphere of the front office and lobby
  • Monitor and restock coffee and tea supplies regularly
  • Coordinate incoming deliveries and office orders

Who thrives in this role

  • Proven experience in customer support or client services, preferably within the financial or insurance industry.
  • This position requires clear, confident spoken English for daily communication with clients and team members.
  • Strong communication and interpersonal skills.
  • Ability to handle data entry with accuracy.
  • Familiarity with Microsoft Office Suite.
  • Previous experience with a CRM platform
  • Previous call center or outbound calling experience is a plus.
  • Excellent phone etiquette and professional demeanor.
  • Ability to work effectively as part of a team.
  • Takes pride in personal appearance and professional presentation
  • Enjoys being client-facing and creating positive first impressions
  • Highly organized, dependable, and detail-oriented
  • Communicates clearly and courteously
  • Understands the importance of confidentiality and professionalism in a financial setting
  • Motivated to advance within the organization

Why This Role Matters

This position plays a key role in shaping our client experience and supporting the daily rhythm of the firm. If you are organized, poised, and take pride in representing a professional organization with distinction, we invite you to apply.

Job Type: Full-time

Pay: $40, $60,000.00 per year

Benefits:

  • Health insurance
  • On-the-job training
  • Paid time off
  • Professional development assistance

Application Question(s):

  • 2+ years of Microsoft office and CRM experience
  • 1-2 years Client appointment management

Experience:

  • Organizational management: 5 years (Required)

Work Location: In person

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