Client Relationship Advisor

Financial Services of America; City of Troy (NY); 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 is seeking a Client Relationship Advisor to support the delivery of ongoing financial planning and service coordination. This client-facing role is not a sales position but focuses on ensuring each client feels seen, supported, and prepared for the road ahead.

You’ll bridge between our financial advisors and families, handling follow-up communications, account updates, and service tasks in an in-person setting at our Troy, MI headquarters.

Qualifications

• Minimum 2 years of experience in financial services or client-facing operations.
• 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.
• Desire to grow professionally, including willingness to pursue applicable licenses (if not already licensed).

Responsibilities

• Meeting preparation: update client records in ACCESS CRM, prepare financial reports, and organize documents for planning meetings.
• Client communication: serve as a trusted contact via phone and email for ongoing questions and service needs.
• Account servicing: manage transfers, withdrawals, and beneficiary updates with internal and third-party systems.
• Data management: ensure accurate, timely entry of client data and service notes.
• Service coordination: oversee follow-up tasks and workflows tied to financial, investment, and insurance planning deliverables.
• Reporting support: prepare investment summaries and financial snapshots for advisor presentations.
• Compliance awareness: adhere to internal policies and regulatory standards.

Skills

Communication skills

Attention to detail

Highly organized

Willingness to pursue licenses

Education

Series 65 license

Tools

ACCESS CRM

MS Outlook

MS Word

MS Excel

CRM software

Job description

Job Type

Full-time

Pay: $52,000/year

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.

MUST hold Series 65 or have willingness to obtain promptly.