Client Support Specialist

Brighton, Michigan


Full Time

About Foguth Financial Group

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

About This Role

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


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

Apply For This Job.

* Required

"*" indicates required fields

Max. file size: 50 MB.
Max. file size: 50 MB.

This field is for validation purposes and should be left unchanged.