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Client Service Specialist

Troy, Michigan · Accounting/Finance

Client Service Specialist

Company:  StraightLine
Reports to: Chief Compliance Officer
Location: Troy, Michigan
Status:  Full-Time, Exempt

Company Overview:

StraightLine is an independent Registered Investment Advisory firm and a recognized leader in providing objective investment management, advice, and education to individuals and retirement plan participants.

Job Summary:

The client service specialist is a support role on the client account management team. Your responsibilities include preparing prospective/client paperwork, administering client data, and working with the advisors to open, transfer and maintain accounts. This role requires superior interpersonal and multi-tasking skill sets. Requires attention to detail and comfortable learning and adapting to new technologies quickly.

Key Accountabilities:

Your client service responsibilities include:

  • Contributing to the overall firm client service.
  • Learning and adapting to service the needs of various accounts in order to answer day-to-day questions from clients and advisors.
  • Supporting advisors to open accounts by preparing paperwork and following the process through its entirety.
  • Ensuring timely responses to all client correspondence and inquiries including address changes, bank change information, and withdrawal requests.
  • Calculating and maintaining RMDs for all client accounts.
  • Adhering to all compliance/risk procedures while following all work procedures and policies.

Your Technology responsibilities include:

Understanding of how to utilize a CRM (Salesforce) and other software tools (Schwab) to manage client information and to prepare paperwork.


We seek candidates who:

  • Are well organized, with extraordinary attention to detail and the ability to support multiple advisors.
  • Demonstrate strong accuracy and thoroughness while meeting designated deadlines with little or no supervision.
  • Are responsive and effective communicators, verbally and in writing.
  • Possess strong ethics, with the ability and dedication to maintain high confidentiality of personally identifiable client and firm information.
  • Enjoy being part of a team that puts clients first.
  • Have the emotional intelligence and self-awareness to develop an effective working relationship with the StraightLine team as well as our client base.
  • Are tech savvy, with the proficiency to quickly learn new tools, software, and platforms in our constantly changing tech world.
  • Are open to feedback and coaching. Have a positive, can-do attitude.

Education, Experience, Licenses, & Designations:

  • Bachelor’s degree.
  • Series 65 licensed preferred (If you currently do not have the 65 designation, we would expect to have the test taken within 3 months of employment).
  • 2 years of financial services experience (preferred). Experience working with a custodial operations team is desired.

What we offer:

  • Salary based on experience and designation (Series 65).
  • Benefits including medical, dental, vision, and company 401(k) match. Benefits start 1st day of employment.
  • Paid vacation time
  • Education, experience, licenses and designations
  • Salary and benefits


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