Client Service Specialist (Financial Services)

Location: Bloomfield Hills, Michigan, United States; in-office collaboration at least four days per week with flexibility to work from home one day per week.

Company

hirify.global is a diversified financial services company providing financial planning, asset management, insurance, and advisory services.

What you will do

• Provide front-desk support, answer phones, greet clients and prospects, and distribute correspondence and check deposits.
• Maintain office, supervisory jurisdiction, and client files, supplies, equipment, and maintenance requests.
• Process expense submissions and coordinate scheduling for wholesalers, branch seminars, and events.
• Schedule client and prospect appointments, enter client data, and address service requests.
• Establish new clients, introduce digital experiences, and support advisor meeting preparation and follow-up.
• Track practice goals and support marketing programs and client experience initiatives.

Requirements

• Associate degree or equivalent.
• 1–3 years of relevant experience.
• Professionalism, confidentiality, and the ability to work with limited or minimal direction.
• Excellent interpersonal, written, and oral communication skills.
• Ability to work in a fast-paced environment, maintain operational quality, and balance multiple priorities.
• Understanding of a financial advisor’s practice.

Nice to have

• Bachelor’s degree or equivalent.
• Understanding of business basics, including profitability and negotiation.
• Experience working directly with clients to understand and resolve requests and concerns.

Culture & Benefits

• Training, mentoring, and licensing support are available for career development.
• Face-to-face collaboration and in-person relationship building are central to the work environment.
• Applicants must already have U.S. work authorization that does not now or in the future require visa sponsorship.
• The position is full-time and non-exempt.