Client Service Specialist - Financial Services
Are you organized, personable, and looking to grow in a professional office setting? The Investment Center, led by Heidi Strutz, is seeking a Client Service Specialist to join their financial services team in Iron Mountain, MI. This is a client-facing administrative position offering variety, responsibility, and long-term stability.
Key Responsibilities:
- Greet clients, answer incoming calls, take detailed messages, and schedule appointments
- Prepare and maintain client folders and paperwork
- Scan, file, and submit documents accurately and securely
- Draft and format professional letters and client communications
- Assist with basic marketing efforts while ensuring compliance standards are met
- Deliver exceptional customer service in a professional and friendly manner
- Perform data entry and routine administrative tasks
Qualifications
- Friendly, dependable, and highly detail-oriented with a strong work ethic
- Proficient with basic computer programs (Microsoft Word, Excel, Outlook, scanner usage)
- Prior experience in an office or administrative support role is preferred
- Must exercise discretion and uphold strict professionalism and confidentiality
- Strong written and verbal communication skills
Schedule:
- Approximately 30-35 hours per week
Compensation & Benefits:
- Pay: Based on experience
- Benefits include:
- Paid holidays
- Paid vacation
- Simple IRA eligibility after one year
