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

High school diploma or equivalent required; associate’s or bachelor’s degree preferred.

1–3 years of administrative or client-facing experience, ideally in financial services.

FINRA Series 6, 7, or 63 registrations preferred but not required (training / support provided for licensing).

Basic knowledge of investment products (e.g., mutual funds, annuities) or willingness to learn.

Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint) and experience with CRM or financial software (e.g., Redtail, Morningstar) preferred.

Strong organizational skills with a keen attention to detail.

Excellent verbal and written communication skills for client and team interactions.

Ability to work independently, prioritize tasks, and take initiative in a dynamic environment.

Additional Attributes

A solution-oriented mindset with a focus on client satisfaction.

Ability to handle sensitive client information with discretion and maintain confidentiality.

Effective time management to balance competing priorities in a supportive team setting.

Enthusiasm for contributing to a collaborative and client-focused culture.

Other Information

Compensation

: $45,000–$65,000 annually, based on experience, plus performance-based incentives.

Benefits

: Comprehensive package including paid time off (PTO), health insurance, dental / vision coverage, 401(k) with employer match, and additional ancillary benefits.

Work Arrangement

: Full-time, in-office role in Howell, Michigan, with potential for hybrid work after initial training period.

Location

: Howell, Michigan – a vibrant community with easy access to Lansing and Ann Arbor.

Career Growth

: Opportunities for professional development, including support for obtaining FINRA certifications

About Vantage

: We’re a client-centric firm with a mission to empower financial success through personalized advice. Our team values integrity, collaboration, and excellence.

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!