Customer Support Specialist

Company Overview

Orfin & Associates is a reputable financial services organization based in Bloomfield Hills. We are seeking a refined and highly professional individual to serve as our Customer Support Specialist. This role is a critical part of the client experience and serves as the first impression of our firm.

Summary

The ideal candidate brings strong attention to detail, exceptional organization, and a warm, confident presence. This role is best suited for someone who takes pride in creating a welcoming, polished, and well-run environment.

Responsibilities

Candidates' responsibilities include:

• Greet clients and visitors with professionalism and courtesy
• Manage weekly appointment reminders via phone or text
• Prepare client and prospect files efficiently and accurately
• Notify advisors promptly upon client arrival
• Assemble event folders and surveys for meetings and functions
• Address and prepare envelopes for client correspondence
• Answer and direct incoming telephone calls in a friendly, professional manner
• Maintain the cleanliness and welcoming atmosphere of the front office and lobby
• Monitor and restock coffee and tea supplies regularly
• Coordinate incoming deliveries and office orders

Who thrives in this role

• Proven experience in customer support or client services, preferably within the financial or insurance industry.
• This position requires clear, confident spoken English for daily communication with clients and team members.
• Strong communication and interpersonal skills.
• Ability to handle data entry with accuracy.
• Familiarity with Microsoft Office Suite.
• Previous experience with a CRM platform
• Previous call center or outbound calling experience is a plus.
• Excellent phone etiquette and professional demeanor.
• Ability to work effectively as part of a team.
• Takes pride in personal appearance and professional presentation
• Enjoys being client-facing and creating positive first impressions
• Highly organized, dependable, and detail-oriented
• Communicates clearly and courteously
• Understands the importance of confidentiality and professionalism in a financial setting
• Motivated to advance within the organization

Why This Role Matters

This position plays a key role in shaping our client experience and supporting the daily rhythm of the firm. If you are organized, poised, and take pride in representing a professional organization with distinction, we invite you to apply.

Job Type: Full-time

Pay: $40, $60,000.00 per year

Benefits:

• Health insurance
• On-the-job training
• Paid time off
• Professional development assistance

Application Question(s):

• 2+ years of Microsoft office and CRM experience
• 1-2 years Client appointment management

Experience:

• Organizational management: 5 years (Required)

Work Location: In person