CLIENT SERVICE MANAGER / EXECUTIVE ASSISTANT Job Vacancy in Financial Independence, LLC Bloomfield Hills, MI 48304 – Latest Jobs in Bloomfield Hills, MI 48304

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Company Name :
Financial Independence, LLC
Location : Bloomfield Hills, MI 48304

Job Description : CLIENT SERVICE MANAGER / EXECUTIVE ASSISTANTOVERVIEW:Financial Independence is seeking a hard-working, detail-oriented, and business-minded professional to join its growing practice. As a Client Service Manager / Executive Assistant, you will provide pro-active support to our top financial advisor and assist with efficient, high-quality customer service.An ideal candidate will have knowledge of the financial services industry that will aid in answering client questions, processing paperwork, and following up with prospective clients etc. At Financial Independence, we are proud of our commitment to excellent client service and a friendly work environment.ESSENTIAL DUTIES AND RESPONSIBILITIES:· Process and follow-up on client paperwork· Interact daily on the phone and in person with existing and prospective clients· Create and maintain client records and files· Underwrite insurance cases· Collaborate with co-workers on special projects and tasks· Miscellaneous administrative workQUALIFICATIONS:· Industry experience is preferred along with a college degree· Series 7 & 66 are preferred (not required)· Extremely well-organized, detail-oriented and accurate; must be able to multi-task and meet deadlines· Highly motivated with excellent communication and customer service skills· Ability to learn and master computer programs that house customer data· Professional demeanorSALARY & BENEFITS:· We offer a competitive salary and excellent benefit program, including 401(k) matching, Health Insurance, Dental, Vision, and Paid Time Off.Job Type: Full-timePay: $60,000.00 – $80,000.00 per yearBenefits:401(k)401(k) matchingDental insuranceHealth insurancePaid time offProfessional development assistanceVision insuranceSchedule:Monday to FridayAbility to commute/relocate:Bloomfield Hills, MI 48304: Reliably commute or planning to relocate before starting work (Required)Work Location: One location

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