Client Service Representative - Novi, MI

Position: Client Services Representative

Firm: Richard W. Paul & Associates

Location: Novi, MI

Overview: Richard W. Paul & Associates , a leading financial services firm based in Novi, MI , is seeking a dedicated Client Services Representative to join our team. The Client Services Representative plays a key role in supporting the day-to-day operations of the firm while delivering a high level of service to both existing and prospective clients.

This individual will help ensure a smooth, organized, and professional client experience by handling a variety of operational and client service responsibilities. The ideal candidate is detail-oriented, proactive, and committed to fostering positive client relationships in a dynamic and team-oriented culture. If you thrive in a collaborative setting and have a passion for delivering exceptional client service, consider joining our team!

What you’ll do:

• Process and track new business, including application submission and account transfer follow-up (ACATs)
• Manage ongoing client service requests such as beneficiary updates, withdrawals, and general account maintenance
• Assist with annuity servicing, including index reallocations
• Handle incoming client calls with professionalism and a strong focus on relationship building
• Maintain accurate and up-to-date client records within the CRM (Redtail) /database
• Prepare for client meetings by updating account summaries and organizing appropriate materials (reports, applications, and product information)
• Support advisors with administrative and operational tasks to ensure efficient workflow

What We’re Looking For:

• Bachelor’s degree
• Series 65 preferred, or willingness to obtain within 90 days
• MI Insurance license preferred (life & annuity), or willingness to obtain within 90 days
• Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
• Excellent communication; written and verbal
• Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
• Collaborative team player willing to assist others
• Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
• Exhibits meticulous attention to detail and a commitment to accuracy
• Self-starter who takes initiative and works well independently
• Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Bonus Points:

• Financial industry experience preferred

What You’ll Get: Pay & Perks:

• $55k - $75k/year based on experience
• Dental insurance
• Health insurance
• Vision insurance
• 401(k) with 5% match (eligible at 1 year of service)
• Paid time off
• Professional development assistance

Schedule:

• In office: Monday – Friday, 9am-5pm

Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.

Learn more about our approach and services at advisortalentsolutions.com