Barnett Financial & Tax is a leading financial services firm committed to providing innovative solutions to our clients. This role is vital, ensuring smooth day-to-day operations of the practice while providing superior customer service to existing clients & prospects.

This role will require you to manage application submission and account transfer follow-up, incoming client calls, outbound follow-ups, database management, and client appointment preparation.

We have two office locations. They are located in Auburn Hills and Grand Blanc. Candidates will need to be able to spend time in each location periodically.

Compensation: $50,000 yearly

Desired Skills and Experience

Qualifications

Experience in financial services preferred
High attention to detail

Responsibilities

Complete and process new business applications
Receive incoming client service calls in a friendly, warm manner
Process follow-up on client service work
Update review database/CRM to reflect account status regarding new business and service
Maintain an organized, compliant, and efficient filing system
Follow up on pending business and contact individual clients with updates
Assist Advisors with pre-appointment requirements
Prepare, manage, and track the new business pipeline
Assist Advisors with client support and mailings, educational workshops, and client events as needed
Act as phone backup to other members of the team
Maintain current Advisor’s licenses and appointments with agencies and companies

Barnett Financial & Tax

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