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Financial Client Experience Specialist
Job in
Franklin, Oakland County, Michigan, 48025, USA
Listed on 2026-07-18
Listing for:
Wealth Trac Financial LLC
Full Time
position Listed on 2026-07-18
Job specializations:
-
Finance & Banking
Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Wealth Trac Financial LLC in Franklin, MI seeks a detail-oriented Client Service Administrator to ensure a smooth, confident client experience. The role involves supporting the financial advisor, answering calls, managing calendars, CRM data, and processing new client applications, with a focus on accuracy and professional service.
The position requires 3+ years of admin office experience in finance, strong Excel skills, and proficiency with Salesforce or Wealthbox CRM.
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