Top 29 Financial representative novi, mi Jobs in Novi, Mi

Client Service Representative - Novi, MI
Advisor Talent Solutions —Novi, MI
- $55,000 - $75,000 a year
- Monday to Friday
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Paid time off
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Finish Line Macy's Store Management - Twelve Oaks Mall, Novi, MI
Finish Line —Novi, MI
- Weekends as needed
- 18 years or older
- Merchandising
- English
- Health insurance
- Employee discount
Store Management - Twelve Oaks Mall, Novi, MI
Finish Line —Novi, MI
- Weekends as needed
- 18 years or older
- Merchandising
- English
- Health insurance
- Employee discount
Inside Sales Manager | Novi, MI
TTI, INC. —Novi, MI
- Marketing
- Mid-level
- Office
- Health insurance
- Dental insurance
Process Design and Mining Specialist
Harman International —Novi, MI
- $125,250 - $183,700 a year
- Microsoft Excel
- Writing skills
- Pass drug screening
- Paid holidays
- Disability insurance
11d
VP of Risk
Vibe Credit Union —Novi, MI
- 5 years
- Office
- Analysis skills
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Project Accountant
Oliver / Hatcher Construction —Novi, MI
- Full-time
- English
- Mid-level
- Office
- Disability insurance
- Health insurance
Supply Chain Excellence, Process Improvement
Harman International —Novi, MI
- $78,750 - $115,500 a year
- Hybrid work
- Office
- 3 years
- Analysis skills
- Paid holidays
- Disability insurance
Microsoft Sharepoint Architect
Harman International —Novi, MI
- $125,250 - $183,700 a year
- Computer science
- Computer Science
- 5 years
- Paid holidays
- Disability insurance
7d
Logistics Project Lead
Ryder System —Novi, MI
- $85,000 - $90,000 a year
- Urgently hiring
- Customer service
- Word processing
- Databases
- Paid parental leave
- Paid holidays
Product Safety & Incident Response Counsel
Harman International —Novi, MI
- $108,750 - $159,500 a year
- Hybrid work
- Background check
- 6 years
- Pass drug screening
- Paid holidays
- Disability insurance
10d
General Sales Manager
Audi Novi —Novi, MI
- $150,000 - $250,000 a year
- Full-time
- 18 years or older
- Clean driving record
- Dealership
- Employee stock purchase plan
- Paid holidays
Quick Apply
Account Manager / Specialty Account Manager - Ann Arbor, MI
Amgen —Ann Arbor, MI
- $145,311 - $215,025 a year
- Weekends as needed
- Doctoral degree
- Hospital
- Inpatient
- Disability insurance
- Health insurance
OneStream Architect
Harman International —Novi, MI
- $108,750 - $159,500 a year
- Pass drug screening
- Office
- 8 years
- Paid holidays
- Disability insurance
1d
Sales & Business Analytics Analyst, Engineering Project Management
Harman International —Novi, MI
- $78,750 - $115,500 a year
- Full-time
- Hybrid work
- Azure
- 5 years
- Pass drug screening
- Paid holidays
- Disability insurance
10d
Principal Engineer - HR AI Solutions
Harman International —Novi, MI
- $125,250 - $183,700 a year
- Azure
- Computer Science
- Bachelor of Science
- Paid holidays
- Disability insurance
Principal Engineer - Finance AI Solutions
Harman International —Novi, MI
- $125,250 - $183,700 a year
- Computer science
- Azure
- Computer Science
- Paid holidays
- Disability insurance
Principal Engineer - Supply Chain AI Solutions
Harman International —Novi, MI
- Computer science
- Azure
- Computer Science
- Paid holidays
- Disability insurance
Principal Engineer - Future of Engineering AI Solutions
Harman International —Novi, MI
- $125,250 - $183,700 a year
- Azure
- Computer Science
- Bachelor of Science
- Paid holidays
- Disability insurance
Portfolio Manager, Automotive Software Product Strategy
Harman International —Novi, MI
- $125,250 - $183,700 a year
- Hybrid work
- 5 years
- Pass drug screening
- Office
- Paid holidays
- Disability insurance

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financial representative novi, mi jobs near novi, mi

Client Service Representative - Novi, MI

Advisor Talent Solutions
Novi, MI

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Job Details

$55,000 - $75,000 a year

Benefits

Health insurance
Paid time off
401(k) 5% Match
Vision insurance
401(k) matching
Professional development assistance

Qualifications

Customer records maintenance
Life Insurance License
Managing customer accounts
Investment advisory support
Confidential information handling
Customer relationship building
Operating systems
Account maintenance
Client file management
Mid-level
Accurate transaction records management
Managing clients in a customer support role
Client database systems
Managing financial planning clients
Records management
Bachelor's degree
Client services
Investment account customer support
Financial services
CRM system proficiency
Productivity software
Series 65
Withdrawals
Account management
Account opening
Client interaction via phone calls
Customer data entry

Full Job Description

Position: Client Services Representative

Firm: Richard W. Paul & Associates

Location: Novi, MI

Overview:

Richard W. Paul & Associates, a leading financial services firm based in Novi, MI, is seeking a dedicated Client Services Representative to join our team. The Client Services Representative plays a key role in supporting the day-to-day operations of the firm while delivering a high level of service to both existing and prospective clients.

This individual will help ensure a smooth, organized, and professional client experience by handling a variety of operational and client service responsibilities. The ideal candidate is detail-oriented, proactive, and committed to fostering positive client relationships in a dynamic and team-oriented culture. If you thrive in a collaborative setting and have a passion for delivering exceptional client service, consider joining our team!

What you’ll do:

Process and track new business, including application submission and account transfer follow-up (ACATs)
Manage ongoing client service requests such as beneficiary updates, withdrawals, and general account maintenance
Assist with annuity servicing, including index reallocations
Handle incoming client calls with professionalism and a strong focus on relationship building
Maintain accurate and up-to-date client records within the CRM (Redtail) /database
Prepare for client meetings by updating account summaries and organizing appropriate materials (reports, applications, and product information)
Support advisors with administrative and operational tasks to ensure efficient workflow

What We’re Looking For:

Bachelor’s degree
Series 65 preferred, or willingness to obtain within 90 days
MI Insurance license preferred (life & annuity), or willingness to obtain within 90 days
Demonstrates strong proficiency and confidence working across various platforms and operating systems including Microsoft Office Suite
Excellent communication; written and verbal
Skilled in building strong, trust-based relationships with clients by providing attentive, personalized service and guidance
Collaborative team player willing to assist others
Demonstrates exceptional organizational skills by efficiently managing multiple client requests and prioritizing time sensitive tasks
Exhibits meticulous attention to detail and a commitment to accuracy
Self-starter who takes initiative and works well independently
Demonstrates strong integrity and a commitment to ethical conduct, especially when handling confidential client information and financial matters

Bonus Points:

Financial industry experience preferred

What You’ll Get:

Pay & Perks:

$55k - $75k/year based on experience
Dental insurance
Health insurance
Vision insurance
401(k) with 5% match (eligible at 1 year of service)
Paid time off
Professional development assistance

Schedule:

In office: Monday – Friday, 9am-5pm

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.

Learn more about our approach and services at advisortalentsolutions.com

Quick Apply

Refine Your Search

financial representative novi, mi jobs in novi, mi

Client Service Representative - Novi, MI

Finish Line Macy's Store Management - Twelve Oaks Mall, Novi, MI

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Principal Engineer - Future of Engineering AI Solutions

Portfolio Manager, Automotive Software Product Strategy

I want to receive the latest job alert for financial representative novi, mi in novi, mi

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