Job Description
A client of Insight Global is seeking a qualified Client Service Specialist to work onsite in their Southfield, MI office.

The Client Service Specialist plays a vital role in supporting clients whose original advisor is no longer active by delivering a high-touch, relationship-driven service experience. This position serves as a primary liaison between clients, advisors, and internal teams, ensuring seamless continuity of service, proactive communication, and operational excellence.
The ideal candidate is an experienced financial services professional with strong interpersonal and communication skills, exceptional attention to detail, and the ability to manage sensitive client interactions with professionalism and empathy. This individual will support client retention efforts, assist with advisor meeting coordination, manage service requests, and help maintain accurate records and workflow efficiency across insurance, annuity, and investment accounts.
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