Financial Client Communication Specialist

About the role

The Client Services Representative serves as the primary point of contact for clients, Financial Advisors, and branch associates, providing support for account access and general service-related inquiries. This role focuses on delivering exceptional customer service while resolving issues efficiently and ensuring compliance with company procedures. It is a Contract to Hire position based out of Southfield, MI with a hybrid remote work schedule.

Responsibilities

• Handle inbound client calls and provide outstanding customer service.
• Assist with username/password resets, account access support, and profile updates.
• Process address changes, phone number updates, and other account maintenance requests.
• Research and resolve client inquiries using internal resources and procedures.
• Accurately document client interactions while on calls.
• Collaborate with internal teams to resolve more complex issues.
• Adhere to identity verification and compliance requirements.
• Follow up with clients as needed to ensure timely resolution and satisfaction.

Qualifications

• Customer service, call center, banking, or financial services experience preferred.
• Strong communication, problem-solving, and multitasking skills.
• Detail-oriented with the ability to navigate multiple systems simultaneously.
• Comfortable handling a high-volume call environment.

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan (Pre-tax and Roth post-tax contributions available)
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

Pay

$27.50 per hour

Schedule

Hybrid remote work schedule; average of 50-60 inbound calls per day, with higher volumes during peak seasons. Paid training provided, including hands-on practice and mock-call scenarios.