Client Support Specialist

Clarkston, 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. 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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