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. We are looking for someone that 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
Interface directly with our clients during the onboarding and new account process
Managing incoming calls and client support inquiries
Continually provide follow-up and feedback to our clients to ensure resolution
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

Benefits include:

Healthcare and Benefit options
Bonus Options
Other rewards and benefits specific to Foguth Financial Group

All training will occur in Brighton, MI

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Contact

2275 W Stadium Blvd, Ste 4
Ann Arbor, MI 48103
325 W Main St
Brighton, MI 48116
8031 Ortonville Rd, Ste 170
Clarkston, MI 48348
41740 Six Mile Rd, Ste 102
Northville, MI 48168
45958 Schoenherr Rd
Shelby Township, MI 48315
457 Munson Ave
Traverse City, MI 49686

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.

This material includes links to independent, third-party websites that are not affiliated with or controlled by Foguth Financial Group or TRUADVICE, LLC. When you follow a link to one of these sites, neither Foguth Financial Group nor TRUADVICE, LLC warrants the accuracy, reliability or timeliness of any information published by these external sites, nor endorses any content, viewpoints, products, or services linked from these sites, and cannot be held liable for any losses caused by reliance on the accuracy, reliability or timeliness of their information. Any person or entity that relies on any information obtained from these sites does so at his or her own risk.