36 client service specialist jobs at 24 companies in Beecher, MI
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Client Service Specialist
Southfield, Michigan, United States
$65k-$70k/yrOnsiteFull Time
MassMutual Great Lakes: Private Michigan general agency providing insurance, investment, wealth-management, and financial-planning services to individuals, families, and businesses.
5+ YOE5+ years in financial services; experience supporting insurance, annuity, and/or investment clients; licenses preferred; CRM experience; strong communication and organization.
Advisor Talent Solutions: Hiring-support platform connecting independent financial advisors with candidates for advisor-office jobs.
Bachelor’s degree; Series 65 and MI insurance license preferred or willing to obtain within 90 days; strong communication; client service; detail-oriented; proficient with Microsoft Office; ability to manage multiple client requests.
Lendify Home Loans: Mortgage broker helping homebuyers and homeowners purchase, refinance, and access home equity.
Provide client support and administrative assistance for loan officers; strong organizational, communication, sales experience preferred, and proficiency with Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft Outlook
Bredernitz, Wagner & Co., P.C.: Private Michigan CPA firm serving individuals and businesses with tax, accounting, payroll, financial planning, and auditing services.
1+ YOERequires 1–3 years of accounting or bookkeeping experience, accounting software proficiency, knowledge of general ledgers, reconciliations and reporting, strong organization, communication and client service skills.
26-1793 Client Service Specialist AMHS/Case Management Team 1
Lansing, Michigan, United States
$27-$30/hrFieldFull Time
Community Mental Health Authority of Clinton, Eaton, and Ingham Counties: Michigan public behavioral health agency serving adults and children with mental health, developmental-disability, and substance-use needs.
1+ YOEBachelor's degree in social work, psychology, or related field; 1 year of professional experience with adults with serious mental illness or co-occurring disorders; Michigan driver's license and reliable transportation required.
Financial Services of America: Independent Michigan financial planning and insurance firm serving families with investment, retirement, tax, estate, and insurance planning.
Office management, customer service, or administrative experience preferred but not required; requires organization, multitasking, communication, Microsoft Office Suite and CRM proficiency, leadership, and problem-solving skills.
Client Relationship Specialist - West Bloomfield, MI
Birmingham or West Bloomfield
$46k-$88k/yrOnsiteFull Time
Charles SchwabNYSE: SCHW: Financial services firm providing brokerage, banking, and advisory services.
1+ YOERequires 1+ year of client or customer service experience, strong written and oral communication, multitasking, teamwork, relationship-building, and basic brokerage regulation knowledge.
American Income Life: Provides supplemental life and health insurance for working families.
No experience required. Must be at least 18, authorized to work in the United States, and have a computer, reliable high-speed internet, webcam, microphone, and quiet workspace.
700Credit: Private U.S. software provider delivering credit, compliance, fraud-detection, and identity solutions to vehicle dealerships.
2+ YOE2+ years in customer service or account management, strong automotive industry knowledge, excellent phone etiquette and organizational skills, Bachelor's preferred or equivalent experience, willingness to travel.
Ellis Porter: Private immigration law firm serving employers, high-skilled professionals, individuals, and families in U.S. immigration matters.
1+ YOEBachelor's degree or equivalent experience, 1+ years customer service or administrative experience, proficiency with HubSpot and Microsoft Office/CRM systems, experience with AI/automation tools preferred, strong communication and organizational skills.
HubSpot, Microsoft Office, CRM systems, AI and automation tools
Doeren Mayhew: CPA and advisory firm serving private businesses, nonprofits, and financial institutions with assurance, tax, and advisory services.
Associate or bachelor's degree in business or related field preferred, or equivalent experience. Preferred experience in project coordination, administration, operations, client service, or professional services; Microsoft Office proficiency required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, SafeSend
Client Support Specialist - Greater Detroit, MI Area (REMOTE)
Michigan or Grand Blanc or Farmington Hills or Novi or Ann Arbor or Troy or Southfield or Grand Rapids
RemoteFull Time
Fidelity Investments: Provider of investment, retirement, and financial planning services.
2+ YOESeries 7 required, Series 63 required or obtainable within 90 days, and 2–3 years of financial services experience. Requires financial planning knowledge, customer service, problem resolution, communication, influence, and organization skills.
Huntington BankNASDAQ: HBAN: A regional bank offering consumer, commercial, and financial services.
3+ YOEHigh school diploma or equivalent; 3+ years in treasury management, banking operations, or client implementation/service; strong product knowledge of payments, receivables, electronic banking and depository solutions; project management, analytical and communication skills; Microsoft Office experience.
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft Outlook
Security Industry Specialists: Provides customized security solutions, executive protection, and risk assessment services.
High school diploma or GED, required state guard certification, client-requested certifications, interpersonal skills, professional attitude, and compliance with uniform and grooming standards.
Disability Law Group: Michigan disability-benefits law firm helping disabled individuals and veterans obtain Social Security and VA benefits.
Experience managing high call volumes, reviewing client paperwork, proficiency with Microsoft Office, familiarity with SSD/VA claims preferred, strong empathy and attention to detail.
Plum Market Catering & Events: A specialty grocery retailer offering natural, organic, and prepared foods with catering services.
2+ YOECatering or food service operations experience preferred, with strong organization, communication, sales, event planning, order processing, and client service skills; associate degree preferred.
United Wholesale MortgageNYSE: UWMC: Private wholesale mortgage lender serving independent mortgage brokers and homebuyers across the United States.
High school diploma; strong communication; sense of urgency; basic mechanical skills; able to lift 50 lbs; on-site in Pontiac, MI; excellent client service.
Michigan Department of Health and Human Services: Michigan state government department providing public health, health care, family services, and public assistance to Michigan residents.
Requires two years of college with 15 credits in human services-related fields, a valid driver's license, and willingness to travel, transport clients, undergo fingerprinting, and support child welfare casework.