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Client Onboarding & Operations Specialist

Job in Novi, Oakland County, Michigan, 48377, USA
Listing for: Bill Good Marketing
Full Time position
Listed on 2026-08-20
Job specializations:
  • Customer Service/HelpDesk
    Office Administrator/ Coordinator, Customer Service Rep, Client Relationship Management
Salary/Wage Range or Industry Benchmark: 42000 - 54000 USD Yearly USD 42000.00 54000.00 YEAR
Job Description & How to Apply Below

The Financial Center is a boutique firm where you’re the face clients hear when they call, coordinating onboarding and setting the tone for how we treat people. This role focuses on keeping operations smooth and building strong client relationships.

You’ll answer phones and emails, schedule meetings, handle onboarding paperwork with our advisory team, pull client files, and ensure data accuracy. You’ll contribute to a collaborative, tight-knit team that values reliability and proactive problem

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