Position: Client Service Specialist Firm: EPI Financial Group Location: Troy, MI Overview: EPI Financial Group is a financial services firm dedicated to helping individuals coordinate their investment, financial, and estate planning needs. With over 20 years of experience, our firm is committed to building lasting client relationships through personalized service and thoughtful financial guidance. We are seeking a detail-oriented, client-focused Client Service Specialist to support our financial advisors and investment clients. This role is essential to delivering an exceptional client experience by coordinating account servicing, processing investment paperwork, assisting with client requests, and ensuring day-to-day operations run smoothly. What You’ll Do: - Serve as a primary point of contact for client service requests and account inquiries
- Communicate professionally and compassionately with clients by phone, email, and in person
- Assist with investment account maintenance, transfers, distributions, beneficiary updates, and other account-related paperwork
- Process new account applications, account changes, and required custodial documentation
- Coordinate with custodians, investment platforms, and other financial institutions to resolve account issues and follow up on outstanding requests
- Prepare client files, account information, and supporting materials for advisor meetings
- Maintain accurate client records, notes, documents, and follow-up tasks within the firm’s CRM (Redtail)
- Schedule client appointments and assist with ongoing client relationship management
- Support investment account reporting, documentation, and compliance requirements
- Assist with annuity servicing, life insurance paperwork, death claims, and estate-related requests as needed
- Collaborate with advisors and team members to ensure timely, accurate, and consistent client service
What We’re Looking For: - 1+ years of experience in investment services, wealth management, or financial services preferred
- Excellent written and verbal communication skills, with a professional, personable, and service-oriented approach.
- Strong organizational skills and attention to detail, particularly when handling financial documentation and account transactions.
- Ability to manage multiple priorities and meet time-sensitive deadlines without sacrificing accuracy.
- Proficiency with Microsoft Office and confidence learning financial software, custodial platforms, and CRM systems.
- A proactive problem-solver who takes ownership of client requests and follows through to completion.
- Willingness to learn, accept feedback, and contribute to a collaborative team environment.
- Ability to handle confidential client and financial information with discretion.
Bonus Points: - Familiarity with investment account servicing, transfers, distributions, and account maintenance
- Experience with Schwab, Fidelity, AE Wealth Management, Redtail, or similar platforms
- Knowledge of annuities, life insurance, trusts, or estate planning
- Relevant industry licenses including MI Life and Health Insurance License and Series 65/66 or willing to obtain
What You’ll Get: Pay & Perks: - $50k - $60k annually based on experience
- Firm paid health and dental insurance after 90 days
- 401(k) with employer matching
- Generous PTO program
Schedule: - In office: Monday-Friday, 7:30am-4:00pm (Troy, MI)
Presented by Advisor Talent Solutions Advisor Talent Solutions, part of the AE Management, LLC family of companies, supports independent advisor businesses with their hiring needs. We are not the employer for this position. If you are selected, your employer will be the hiring business. Our team is your main point of contact initially and will guide you through the application process.
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