Client Service Specialist

Richard W. Paul & Associates
, a leading financial services firm based in Novi, MI
, is seeking a dedicated Client Service Specialist to join our team. The Client Service Specialist plays a key role in supporting the day-to-day operations of the firm while delivering a high level of service to both existing and prospective clients.

This individual will help ensure a smooth, organized, and professional client experience by handling a variety of operational and client service responsibilities. The ideal candidate is detail-oriented, proactive, and committed to fostering positive client relationships in a dynamic and team-oriented culture. If you thrive in a collaborative setting and have a passion for delivering exceptional client service, consider joining our team!

• Process and track new business, including application submission and account transfer follow-up (ACATs)
• Manage ongoing client service requests such as beneficiary updates, withdrawals, and general account maintenance
• Assist with annuity servicing, including index reallocations
• Handle incoming client calls with professionalism and a strong focus on relationship building
• Maintain accurate and up-to-date client records within the CRM (Redtail) /database
• Prepare for client meetings by updating account summaries and organizing appropriate materials (reports, applications, and product information)
• Support advisors with administrative and operational tasks to ensure efficient workflow

• Series 65 preferred, or willingness to obtain within 90 days
• MI Insurance license preferred (life & annuity), or willingness to obtain within 90 days
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

• Financial industry experience preferred

• $55k - $75k/year based on experience
• Health insurance
• Vision insurance
• 401(k) with 5% match (eligible at 1 year of service)
• Paid time off

• In office:
  Monday – Friday, 9am-5pm