Customer Success Specialist

Company Description

Khirfan Financial Company, Inc., founded in 1988, provides comprehensive services including financial planning, wealth management, employee benefits, accounting, and tax planning. Our mission is to deliver personalized, concierge-level service to help clients achieve their long-term financial goals. With a primary focus on serving the medical profession and individual clients, we pride ourselves on building trust-based relationships through integrity and customized strategies.

Our experienced team is dedicated to offering tailored plans, continual guidance, and proactive recommendations to meet diverse client needs.

Role Description

This is a full-time, on-site Customer Success Specialist position based in Flint, MI. The role involves building strong relationships with clients to ensure their satisfaction and success. Daily responsibilities include assisting with client onboarding and support, responding to inquiries, providing guidance on financial services and tools, and ensuring client needs are met effectively. You will act as a critical link between clients and our internal teams, ensuring the highest level of service.

Required Skills & Qualifications

• 3–4 years of experience in Customer Success, Account Management, Client Services, or related roles
• Strong communication skills (verbal and written) with the ability to explain complex information clearly
• Proven customer service mindset with a focus on relationship building
• Experience in account management and client retention strategies
• Strong analytical and problem-solving skills
• Experience managing multiple projects simultaneously
• Familiarity with CRM systems (Redtail preferred)
• Experience in financial services, or subscription-based models preferred
• Working knowledge of sales, marketing, and customer relationship management principles

Preferred Qualifications

• Experience working in financial services, fintech, insurance, or advisory environments
• Bachelor’s degree in business, Marketing, Communications, Finance, or related field (preferred) FINRA licenses (SIE, Series 6, 7, 63, 66) insurance licenses (Life, Health).

Why Join Khirfan Financial Co. Inc.?

• Khirfan Financial has been serving clients since 1988. With generational business continuity in place.
• Client-first culture with a strong emphasis on long-term relationships
• Opportunity to make a meaningful impact on client outcomes
• Collaborative, growth-oriented work environment
• Competitive compensation and benefits package; $40,000- $60,000 (based on experience). Health insurance, Dental and 401k annual enterprise performance bonus

• Mid-Senior level

• Full-time

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