Client Support Specialist

Brighton, Michigan

|

Full Time

Foguth Financial Group is a comprehensive financial planning firm located in beautiful, Downtown Brighton. Our organization is internally driven to exceed client experience expectations.

The Client Support Specialist will perform a variety of skill and experience-based tasks within our Client Support Department to assist in onboarding clients. We are looking for someone who thrives in a fast-paced office environment. An individual with B2B or B2C client/customer experience is an ideal candidate.

Regular activities will include:

Establishing new accounts and transferring funds between client accounts
Create applications and forms utilizing software and online tools / portals
Interface directly with our clients during the onboarding and new account process
Managing incoming calls and client support inquiries
Continually provide timely follow up, feedback, and status updates to our clients to ensure resolution and comfortability with the funds transfer process
Provide accurate, valid, and complete information by using our internal systems and processes
Manage daily activities and maintenance of assigned office location

Desired Skills include:

Financial Services – Managed Account, Annuity, and Life Insurance experience
Client Service experience within an Investment Firm/ RIA Firm
Solid communication, relationship-building, and analytical skills
Demonstrate strong attention to detail
Effective and efficient time management
Data entry

FFG Core Values

Open, Honest, Positive, and Ethical
Proud and Loyal
Client First
Work Works – Get it done!
Encourage the Heart and Show Appreciation

Job Type: Full-time

Salary: From $40,000.00 per year

Benefits:

401(k)
Dental insurance
Health insurance
Paid time off
Professional development assistance
Vision insurance

Weekly day range:

Monday to Friday (8 hour shift)

Work Location: In person

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Advisory services offered through TRUADVICE, LLC, an SEC registered investment advisor (CRD No. 292482). Alexander Pushman, Bradley Vey, Charles Dillon, Ed Harris, Nicholas Calvaneso, Kevin Beazley, and Joseph Wilkinson are registered as Investment Advisor Representatives of TRUADVICE, LLC. TRUADVICE, LLC’s Form ADV Part 2A and Form ADV Part 3 are available free of charge at https://adviserinfo.sec.gov/. Foguth Financial Group is a trade name used exclusively for marketing purposes, is independently owned and operated, is not a registered investment advisor, and is not affiliated with TRUADVICE. Insurance products are offered only by duly licensed individuals and are not offered through TRUADVICE, LLC. The information and materials contained herein are presented for informational purposes only and should not be construed as personalized investment, tax, or legal advice. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss, including the risk of loss of principal, that clients should be prepared to bear. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.

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