Registered Client Service Specialist

Client Service Specialist

Southfield, MI
$60,000 - $75,000 annually
Onsite

Our client, a growing wealth management and financial services organization, is seeking a Client Service Specialist to join their team in Southfield, MI. This role is ideal for a licensed financial services professional who enjoys building client relationships, providing exceptional service, and supporting advisors in a collaborative environment.

Responsibilities:

• Serve as a primary point of contact for client inquiries via phone and email
• Assist with account servicing, policy updates, beneficiary changes, payment inquiries, and account maintenance
• Support insurance, annuity, and investment accounts
• Coordinate advisor meetings, annual reviews, and client follow-up activities
• Prepare account review materials and client meeting documentation
• Maintain accurate client records within Advisor360 and internal systems
• Support client retention efforts, account transitions, and service requests
• Collaborate with advisors, operations, insurance, and investment teams to ensure a seamless client experience
• Maintain compliance standards and accurate documentation

Required Qualifications:

• Active Life & Health License
• Series 7 license preferred
• Series 63 or Series 66 preferred
• 3+ years of experience in financial services, wealth management, or client servicing
• Strong client-facing communication skills
• Ability to work independently and support clients with minimal training
• Detail-oriented with excellent organizational skills

Preferred Qualifications:

• Experience with Advisor360
• Registered Client Service Associate (RCSA) background
• Wealth Management support experience
• Investment Operations experience
• Former Financial Advisors seeking a service-focused role

If you're looking to leverage your financial services experience in a relationship-driven position with strong growth potential, we'd love to hear from you. Apply today!