Top 906 Client services specialist Jobs in Troy Mi

Client Relations Specialist
Orfin & Associates, Inc. —Bloomfield Hills, MI
- Up to $58,000 a year
- 8 hour shift
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Health insurance
Quick Apply
14d
Client Service Specialist
Integrated Capital Management —Bloomfield Hills, MI
- $50,000 - $100,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Profit sharing
- Health insurance
Quick Apply
Juvenile Detention Specialist
ATC Oakland County —Southfield, MI
- $22 an hour
- Overtime
- Clean driving record
- Microsoft Access
- Microsoft Outlook
Quick Apply
Retirement Plan Operations Specialist
Guidant Financial —Troy, MI
- $23.55 an hour
- Full-time
- Remote
- Background check
- 18 years or older
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Quick Apply
14d
Remote Healthcare Scheduling Specialist (Day or Night) Entry-Level
Qureos Inc —Detroit, MI
- $22 - $38 an hour
- Full-time
- Remote
- HIPAA
- Bachelor's degree
- Organizational skills
- Health insurance
- Dental insurance
3d
Patient Financial Advocate
Firstsource Healthcare —Troy, MI
- Full-time
- Ability to walk for extended periods
- Computer literacy
- Inpatient
- Health insurance
- Dental insurance
11d
Circuit Court Records Specialist
Oakland County Michigan —Pontiac, MI
- $47,787 - $64,025 a year
- Full-time
- Word processing
- Research
- Mid-level
9d
Client Experience Specialist
Mike Morse Service Organization LLC —Southfield, MI
- Medical office experience
- Office
- High school diploma or GED
Technical Support Specialist
Bizflex IT LLC —Troy, MI
- $22 - $27 an hour
- Full-time
- Windows
- Communication skills
- Editing
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor - Macomb County, MI and Surrounding Areas
Thrivent —Sterling Heights, MI
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
Recreation Therapist, CTRS
Home and Community Recreation Therapy —Detroit, MI
- From $55 an hour
- Weekends as needed
- Microsoft Word
- Microsoft Excel
- Working with individuals with disabilities
- Flexible schedule
Quick Apply
Mental Health Peer Support Specialist
Elmhurst Home, Inc. —Detroit, MI
- $22.03 - $26.53 an hour
- Weekends as needed
- Mid-level
- Clinic
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
Mental Health Therapist
The DBT Center for Trauma and Healing —Plymouth, MI
- $96,000 a year
- Full-time
- HIPAA
- Mid-level
- Outpatient experience
Quick Apply
Urgent Care Behavioral Health Clinician *Sign-On Bonus*
Easterseals MORC —Center Line, MI
- $64,000 - $70,000 a year
- Part-time
- Urgent Care
- LPC
- Mid-level
- Mileage reimbursement
- Health savings account
Quick Apply
Servicing - Customer Advocate (SPOC)
United Wholesale Mortgage —Pontiac, MI
- Full-time
- Spanish
- Mid-level
- Office
- Paid training
- Health insurance
Technical Recruiter - Senior
HTC Global —Troy, MI
- Full-time
- Hybrid work
- Background check
- Office
- US work authorization
- Health savings account
- Relocation assistance
Quick Apply
Medical Billing Specialist - ABA Therapy, Speech Therapy, & Occupational Therapy
The Linden Center —Northville, MI
- Part-time
- Hybrid work
- Background check
- Mid-level
- Children
- Flexible schedule
Quick Apply
12d
Senior Payment Analyst - Wire Operation
Mphasis Limited —Troy, MI
- $25 - $30 an hour
- Overtime
- Mid-level
- Office
- High school diploma or GED
- Paid parental leave
- Health savings account
Quick Apply
VP, Financial Consultant - Troy, MI
Charles Schwab —Troy, MI
- $65,000 - $95,000 a year
- Background check
- Office
- Senior level
- Paid parental leave
- Employee stock purchase plan
12d
Outside Sales Representative - Graphics and Color
ARC Document Solutions —Clawson, MI
- From $60,000 a year
- Email
- Mid-level
- 3 years
- Communication skills
- Paid training
- Health insurance
Quick Apply

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Client Relations Specialist

Orfin & Associates, Inc. -
Bloomfield Hills, MI

Quick Apply

Job Details

Full-time
Up to $58,000 a year
14 days ago

Benefits

Profit sharing
Health insurance
Paid time off
Professional development assistance
Life insurance

Qualifications

Microsoft Word
Microsoft Excel
Microsoft Outlook
Sales
Phone communication
Customer service
In-person customer service
Microsoft Office
High school diploma or GED
Managing clients in a customer support role
Client database systems
Client services
Financial concepts
Customer relationship management
Relationship management
FINRA License
Customer support
Typing
CRM system proficiency
Appointment scheduling
Managing executive calendars
Phone etiquette
Grammar Experience
Office experience
Client interaction via phone calls

Full Job Description

Client Relations Assistant (3 years exp)

Orfin & Associates is looking for an individual who desires a fast-paced work environment where quick thinking and problem solving skills are needed to adapt to various situations. This job requires a self-motivated individual who can manage their time and prioritize their work load. A Client Relations Assistant must be able to accurately communicate with clients, properly document notes, assess client requests and have a strong understanding of scheduling, company data bases. Growth potential possibilities depending on interests

Microsoft office experience, proficient in Word and Excel required

This position is base salary (up to $58,000) plus profit sharing, based on performance.

Applicant Duties

DEPARTMENTAL FOCUS: Client relations/administrative assistant

- Customer Service and Response, addressing customer needs, whether in person or by phone.

- Help to complete special projects and assignments by establishing and/or meeting objectives as required by upper management.

- Maintain good organization and prompt fulfillment of all business records.

-Ability to manage office calendar for multiple offices and advisors.

- Preparing the following day appointments. Managing office calendar for several producers. This is an essential role to ensure success during the sales process and will require reliable, accurate fulfillment.

Additional training in the first 90 days to 6 months to include:

- Managing year-round maintenance for our clients by scheduling activities to send out correspondence reminder letters, annual review postcards, and birthday cards. Utilize workflows in our client relationship platform (CRM) to schedule these actions timely and with accuracy.

- Assist with drafting and review business correspondence.

- ASSIST MANAGER WITH: Client review prep-work, this includes downloading and prepping annual statements, updating money tracking reports, and preparing documents for signatures. A financial background is a plus for this position.

- Financial Accuracy, Attention to detail, and efficiency are essential to this role.

- Expand personal job knowledge by participating in educational opportunities.

Cross Trained - Team Support Duties.

Event experience a plus but not required

Training will be provided for all:

- Back-office support for corporate functions such as preparing materials for sales seminars and client events. Includes but not limited to mail fulfillment, communications with guests both pre and post event, printing and stuffing packets, adding & updating records in our CRM, and any other tasks as required by the event manager.

-Assist Events Manager with live seminars to include week ahead and/or day before calls. Attending events as needed to provide support. Scheduling appointments, calendar management, tracking attendance, and supporting future sales opportunities.

- Assist sales & marketing efforts with digital & printed marketing campaigns, call campaigns, and activities as needed.

- Working evening workshops - At least 4-6 evenings per month (out of the office)

- Assist with managing Webinars - All processes. Includes registration, reminders, week ahead and/or day before calls, working as webinar moderator, managing attendees, providing technical support, collecting and reviewing response sheets, scheduling appointments, sending gift cards, and tracking attendees/steps/functions in our CRM.

Job Requirements:
Proven work experience in an account services, secretarial, or administrative assistant role, in an office setting

Proficient in Microsoft office (Word, Excel, and Outlook)
Type at a moderate/fast speed with accuracy
Clear and effective written and verbal communication skills (handwriting, grammar, speech)
Maintain a high level of professionalism (behavior and appearance)
Preferably possess a college degree
High school diploma required
Holds a license in Life Insurance or Life and Health Insurance is a plus. If not, company will assist in obtaining that license. Licensing must be obtained within the 90 day probationary period.

Skills Required:

Very organized with high attention to detail
Coachable personality with a good attitude
Self-motivated and organized
Multi-task in a fast paced environment
Critical thinking and problem solving
Phone Etiquette and discretion
Client based CRM or similar contact platform
Calendar management experience a must
2 years of experience using Microsoft Office, specifically Word and Excel
Ability to work in a fast-paced office setting
Sales experience is a plus

Job Type: Full-time

Pay: Up to $58,000.00 per year

Benefits:

Health insurance
Paid time off
Professional development assistance

Shift:

8 hour shift
Day shift

Experience:

Customer support: 4 years (Required)
Financial concepts: 2 years (Required)
Appointment scheduling: 2 years (Required)
Client services: 2 years (Required)
Insurance: 2 years (Preferred)
Sales: 1 year (Preferred)

Work Location: In person

Quick Apply

Refine Your Search

client services specialist jobs in troy mi

Client Relations Specialist

Client Service Specialist

Juvenile Detention Specialist

Retirement Plan Operations Specialist

Remote Healthcare Scheduling Specialist (Day or Night) Entry-Level

Patient Financial Advocate

Circuit Court Records Specialist

Client Experience Specialist

Technical Support Specialist

Financial Advisor - Macomb County, MI and Surrounding Areas

Recreation Therapist, CTRS

Mental Health Peer Support Specialist

Mental Health Therapist

Urgent Care Behavioral Health Clinician Sign-On Bonus

Servicing - Customer Advocate (SPOC)

Technical Recruiter - Senior

Medical Billing Specialist - ABA Therapy, Speech Therapy, & Occupational Therapy

Senior Payment Analyst - Wire Operation

VP, Financial Consultant - Troy, MI

Outside Sales Representative - Graphics and Color

I want to receive the latest job alert for client services specialist in troy mi

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