Client Experience Advisor - Financial Services

Financial Services of America Inc; Troy (MI); On-site; USD 47,000 - 57,000; Full time

Benefits offered by this job

Health Benefits

401k

Paid Time Off

Paid Holidays

Paid Licensing

Job summary

Financial Services of America (FSA) in Troy, MI is seeking a Client Relationship Advisor to support ongoing financial planning and service delivery. This is a client-facing, non-sales role focused on ensuring clients feel seen, supported, and prepared for the road ahead.

You will bridge the advisors and families by managing follow-up communications, account updates, and service coordination, while maintaining accurate client records and preparing summaries for advisor presentations.

Qualifications

• Minimum 2 years in financial services or a client-facing operations role.
• Must hold Series 65 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 capable of 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 and pursue applicable licenses (if not already licensed).

Responsibilities

• Meeting Preparation: update client records in our CRM (ACCESS), prepare financial reports and organize planning meeting documents.
• Client Communication: act as a trusted contact for questions and service needs via phone and email.
• Account Servicing: manage transfers, withdrawals, and beneficiary updates with internal systems and third parties.
• Data Management: ensure timely entry of client data and notes; maintain system integrity.
• Service Coordination: oversee follow-up tasks and workflows for planning deliverables.
• Reporting Support: prepare investment summaries and financial snapshots for advisor presentations.
• Compliance Awareness: adhere to internal policies and regulatory standards.

Skills

Client relationships

Communication

Attention to detail

Organizational skills

Teamwork

Licensing pursuit

Tools

CRM software

Planning software

Outlook

Word

Excel

Job description

Financial Services of America (FSA) in Troy, MI is seeking a Client Relationship Advisor to support ongoing financial planning and service delivery. This is a client-facing, non-sales role focused on ensuring clients feel seen, supported, and prepared for the road ahead.

You will bridge the advisors and families by managing follow-up communications, account updates, and service coordination, while maintaining accurate client records and preparing summaries for advisor presentations.