Financial Client Relationship Coordinator

Are you a proactive and detail-oriented individual with a passion for client service? Entech Staffing is seeking a Client Relationship Coordinator to be the central point of contact for our valued clients. If you’re ready to make a real difference, we want to hear from you!

What You’ll Do

As a Client Relationship Coordinator, you’ll play a vital role in ensuring our clients receive exceptional support and service. Your responsibilities will include:

• Client Support: Guiding clients through the onboarding process and providing ongoing account servicing.

• Coordination & Communication: Coordinating meetings, preparing essential materials, and efficiently managing client requests.

• Workflow & Records: Contributing to the development of efficient workflows and maintaining accurate and organized client records.

What We’re Looking For

The ideal candidate will be a motivated go-getter with a strong desire for continuous improvement. We’re looking for someone who brings:

• Experience: At least 2 years of administrative experience in the financial services industry, OR a strong foundational knowledge of financial planning.

• Skills: Excellent communication, organizational, and problem-solving abilities.

• Mindset: A strong process-oriented approach with a genuine drive for efficiency and improvement.

Bonus Points: Do you have a Life & Health or Series 65 license? That’s a definite plus!

Details at a Glance

• Job Position: Financial Client Relationship Coordinator

• Location: Farmington Hills, MI 48331

• Pay Rate: $65,000 – $75,000

• Shift: Full-time, onsite; 8:00 AM to 4:00 PM or 4:30 PM

If you’re ready to join a dynamic team and make a tangible impact on client success, apply today!

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