Client Service Specialist

Job Description

Barnett Financial & Tax is a leading financial services firm committed to providing innovative solutions to our clients. This role is vital, ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects.

This role will require you to manage application submission and account transfer follow-up, incoming client calls, outbound follow-ups, database management, and client appointment preparation.

We have two office locations. They are located in Auburn Hills and Grand Blanc. Candidates will need to be able to spend time in each location periodically.Compensation:

$50,000 yearlyResponsibilities:

Complete and process new business applications

Receive incoming client service calls in a friendly, warm manner

Process follow-up on client service work

Update review database/CRM to reflect account status regarding new business and service

Maintain an organized, compliant, and efficient filing system

Follow up on pending business and contact individual clients with updates

Assist Advisors with pre-appointment requirements

Prepare, manage, and track the new business pipeline

Assist Advisors with client support and mailings, educational workshops, and client events as needed

Act as phone backup to other members of the team

Maintain current Advisor’s licenses and appointments with agencies and companiesQualifications:

Experience in financial services preferred

High attention to detailAbout Company

Barnett Financial & Tax is a leading financial services firm dedicated to providing comprehensive wealth management solutions to clients.

We do this with great purpose and a passion for the achievement of client's goals and objectives as we serve them by assisting in the development of financial stewardship in their lives. Our firm is always focused on integrity, expertise, and personalized service.

We are committed to helping clients get to - and through - retirement in the most cost-effective, tax-wise way!

Full-time