Client Hospitality Specialist - Livonia

About Main Financial Group

Main Financial Group is a premier wealth management firm dedicated to helping individuals and families preserve and protect their financial legacy. As an independent wealth management firm, we blend strategy, service, and personalized guidance to create tailored financial plans that reflect the values and goals of our clients. We are committed to providing exceptional client service while maintaining a collaborative, professional, and team-oriented environment for our employees and advisors. We are seeking a professional, personable, and organized Client Hospitality Specialist to join our Livonia office and help deliver an exceptional experience for every client and visitor.

Position Overview

The Client Hospitality Specialist will be responsible for creating a warm, professional, and seamless experience for clients and visitors while providing administrative support to the advisors and team. This individual will be one of the first points of contact for clients visiting or contacting our office and will play an important role in maintaining the high level of service Main Financial Group is known for.

Key Responsibilities

• Greet and warmly welcome clients and visitors to the office.
• Provide an exceptional and professional client experience from arrival through departure.
• Answer and direct incoming phone calls and respond to client inquiries in a timely and professional manner.
• Assist with scheduling client appointments and coordinating calendars.
• Prepare meeting materials and assist advisors with administrative needs.
• Help prepare conference rooms and provide hospitality for client meetings and events.
• Assist with client events, including setup, organization, and follow-up.
• Maintain a clean, organized, and welcoming reception and client-facing environment.
• Assist with mail, scanning, filing, data entry, and other administrative tasks as needed.
• Maintain accurate client information and records while adhering to firm procedures.
• Handle confidential client and company information with discretion.
• Provide general administrative and operational support to the team as needed.

Benefits: Eligible full-time employees may participate in Main Financial Group’s health, dental, and vision benefits following the applicable waiting period. Additional benefits include paid time off and other company-sponsored benefits.

What We’re Looking For

The ideal candidate is:

• Friendly, personable, and genuinely enjoys helping others.
• Professional and polished in both appearance and communication.
• Highly organized and able to manage multiple priorities.
• Detail-oriented and dependable.
• Comfortable interacting with clients in person and over the phone.
• A strong communicator with excellent interpersonal skills.
• Proactive and willing to jump in wherever needed to support the team.
• Comfortable working in a fast-paced, professional office environment.
• Committed to maintaining client confidentiality and professionalism at all times.
• Previous experience in client service, hospitality, office administration, or a similar role is preferred.

Why Join Main Financial Group?

At Main Financial Group, you’ll be part of a collaborative, client-focused team dedicated to delivering an exceptional experience for our clients. We value professionalism, teamwork, accountability, and continuous improvement. This is an opportunity to join a growing organization where your work directly contributes to the experience our clients receive and the success of our team.

Main Financial Group is an equal opportunity employer. Employment is at-will and subject to applicable laws and company policies.