Customer Service Specialist

Job Summary

Join Vantage Financial Group, a growing wealth management firm with an office in Howell, Michigan, dedicated to helping clients achieve financial security. We’re seeking a proactive and organized Client Services Specialist to support one of our top financial advisors. This role is pivotal in delivering exceptional client experiences, managing daily operations, and ensuring seamless administrative support. Ideal candidates thrive in a fast-paced environment, excel at organization, and are passionate about building client relationships. This position offers opportunities for growth, including potential sponsorship for FINRA certifications.

Key Responsibilities

• Act as the primary point of contact for client inquiries, delivering exceptional customer service and coordinating communication between clients and the financial advisor.
• Schedule and manage client meetings, preparing agendas, financial documents, and following up on action items.
• Process new account applications, transfers, and other client paperwork with accuracy and efficiency.
• Maintain and organize client records in a CRM system, ensuring data is accurate and compliant with regulatory standards.
• Prepare financial reports, presentations, and client materials as directed by the advisor.
• Handle administrative tasks, including answering calls, managing emails, and maintaining an organized office environment.
• Track and resolve client requests promptly, ensuring high satisfaction.
• Support compliance efforts by adhering to FINRA and SEC regulations in all client interactions and documentation.
• Maintain consistent and punctual attendance to support team efficiency.
• Perform additional duties as assigned to enhance office operations and client outcomes.

Qualifications

Additional Attributes

Other Information

Apply Now!

Ready to make a difference in our clients’ financial journeys? Submit your resume and a brief cover letter explaining why you’re excited about this role via this job posting. We look forward to meeting you!