What are the responsibilities and job description for the Customer Service Specialist position at Titan Wealth Advisors, LLC?
Company Description
Titan Wealth Advisors, based in Bloomfield Hills, Michigan, is an independent wealth management and retirement plan consulting firm offering financial planning and advisory services to clients nationwide. We specialize in Retirement Plan Consulting, assisting sponsors in optimizing plan performance and costs with customized solutions. Additionally, we provide Individual Wealth Management services, tailoring plans for pre-retirees and retirees to ensure a secure and enjoyable retirement. Securities are offered through Aurora Securities and investment services are provided through Secure Asset Management, LLC.
Role Description
This is a full-time on-site role for a Customer Service Specialist located in Bloomfield Hills, MI. The Client Service Specialist will be responsible for providing support to our advisors and clients, and processing business. Prior financial service experience is a must; licensing is not required.
- Qualification
- Proficiency in WORD, EXCEL and PowerPoint
- Excellent communication and interpersonal skills
- Strong problem-solving abilities
- Ability to work effectively in a fast-paced environment