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Open nowPosted 53 days ago

Client Relationship Advisor

Workable (global search)108,016 open roles

Where
Troy, MI, United States
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Your applicationOpen nowClient Relationship AdvisorWorkable (global search) · Troy, MI, United States

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The clock on this job

Early applications get read.

7.9% of postings close within 7 days. Measured by our own scanner across the market. Workable (global search) postings stay open a median of 7 days.

Share of postings closed within
  1. 1.6%1 day
  2. 3.6%3 days
  3. 7.9%7 days
  4. 14.9%14 days
  5. 34.0%30 days
This job: posted 53 days ago

Workable (global search) median: 7 days open

The posting

Job Type

Full-time

Pay: $52,000/year - if licensed $48,000/year - non licensed but must obtain within 45 days of start date

Workplace Location

  • 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.

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