Client Relationship Advisor

Job Description

Job Description

Job Type

Full-time

• In-Office/On Site

Full Job Description:

At Financial Services of America (FSA) , we’re dedicated to helping clients retire with confidence by delivering personalized financial strategies through our proven CARES Planning Process . We do this by building long-term relationships rooted in trust, clarity, and service.

We’re currently seeking a Client Relationship Advisor —a client-facing service role designed to support the delivery of ongoing financial planning and operational excellence. This is not a sales position , but a vital part of ensuring every client feels seen, supported, and well-prepared for the road ahead.

About the Role

The Client Relationship Advisor acts as a critical bridge between FSA’s financial advisors and the families they serve. You’ll manage follow-up communications, account updates, and service coordination—ensuring each client continues to receive the personalized attention and care they expect from FSA.

Key Responsibilities

• Meeting Preparation : Support advisor readiness by updating client records in our custom CRM (ACCESS), preparing financial reports, and organizing documentation for planning meetings.
• Client Communication : Serve as a trusted point of contact for ongoing questions and service needs—delivering consistent, professional communication via phone and email.
• Account Servicing : Manage the execution and tracking of transactions like transfers, withdrawals, and beneficiary updates, working with both internal systems and third-party institutions.
• Data Management : Ensure accurate, timely entry of client data and service notes; help maintain the integrity of our internal systems.
• Service Coordination : Oversee follow-up tasks, document requests, and workflows tied to financial, investment, and insurance planning deliverables.
• Reporting Support : Prepare investment summaries and financial snapshots to support advisor presentations.
• Compliance Awareness : Adhere to internal policies and procedures that meet regulatory and quality standards.

Qualifications:

• Minimum 2 years of experience in the financial services industry or a client-facing operations role.
• Must hold Series 65 license or willingness to obtain promptly.
• Excellent written and verbal communication skills.
• Strong attention to detail and accuracy in documentation and client records.
• Highly organized and comfortable managing multiple moving parts in a fast-paced environment.
• Competent with Microsoft Outlook, Word, and Excel; CRM and planning software experience is a plus.
• Desire to grow professionally, including willingness to pursue applicable licenses (if not already licensed).

You’ll Thrive Here If You…

• Are committed to service and enjoy supporting others behind the scenes.
• Take pride in being reliable, consistent, and detail-oriented.
• Enjoy working on a team that values humility, collaboration, and excellence.
• Align with FSA’s core values: World-Class Service , One Team, One Goal , Dedicated , Driven , and Great Attitude .

Compensation & Benefits

• Health Benefits
• 401k
• Paid Time Off
• Paid Holidays
• Paid Licensing

Work Location

• In-Person at our Troy, MI headquarters.

Join a Firm Built on Relationships

At FSA, we don’t just help clients manage assets—we help them preserve peace of mind. If you’re passionate about delivering exceptional service and being part of a mission-driven team, we’d love to meet you.

Requirements

MUST hold Series 65 or have willingness to obtain promptly.