Client Relations Specialist - Financial Services

Financial Services of America; Troy (MI); On-site; USD 52,000 - 60,000; Full time

Benefits offered by this job

Health Benefits

401k

Paid Time Off

Paid Holidays

Paid Licensing

Job summary

Financial Services of America, headquartered in Troy, MI, is seeking a Client Relationship Advisor to bridge clients and financial advisors. This role focuses on ongoing financial planning support, service coordination, and accurate client records in a fast-paced, client-centered environment.

You will manage communications, document requests, and reporting to ensure excellent service and operational excellence. This non-sales position emphasizes client care and process reliability.

Qualifications

• Minimum 2 years of experience in financial services or client-facing operations.
• Must hold Series 65 license or willing to obtain promptly.
• Excellent written and verbal communication with strong attention to detail.

Responsibilities

• Manage follow-up communications and service coordination between clients and advisors.
• Update client records in CRM (ACCESS) and prepare financial reports.
• Handle account servicing tasks including transfers, withdrawals, and beneficiary updates.
• Provide timely, professional communication via phone and email.
• Prepare investment summaries to support advisor presentations.

Skills

Communication

Organization

Detail orientation

Client service

Education

Bachelor's degree in finance or related field

Tools

CRM software

Microsoft Office

Access CRM

Job description

Financial Services of America, headquartered in Troy, MI, is seeking a Client Relationship Advisor to bridge clients and financial advisors. This role focuses on ongoing financial planning support, service coordination, and accurate client records in a fast-paced, client-centered environment.

You will manage communications, document requests, and reporting to ensure excellent service and operational excellence. This non-sales position emphasizes client care and process reliability.