Client Services Advisor for Financial Planning

Bill Good Marketing; Novi (MI); On-site; USD 77,000 - 95,000; Full time

Benefits offered by this job

401(k) with match

Healthcare allowance

PTO

Job summary

The Financial Center, a boutique financial services firm in Novi, MI, seeks a Licensed Client Service Associate to deepen client relationships and support advisory teams in a service-driven environment.

You'll handle client requests, onboarding, and documentation, collaborating with advisors to ensure accurate records and compliant processes. Growth potential exists as the service-advising component expands.

Qualifications

• Active Series 7 required; we are not in a position to re-register lapsed licenses.
• 5 or more years of experience in financial services.
• Familiarity with AssetMark and Advicent is a strong plus.
• Comfortable with CRM systems and Microsoft Office.
• Someone who wants to serve clients long-term, not someone using this as a pit stop back to production.

Responsibilities

• Serve as a primary point of contact for clients, handling requests and following through until they're fully resolved.
• Support meeting prep: pulling account information, preparing notes, and getting materials ready so advisors walk in ready to go.
• Assist with new client onboarding and the paperwork that comes with it.
• Meet with clients directly in a service and planning capacity, with responsibilities that expand as you build familiarity with the book.
• Keep client documentation accurate and current.
• Make sure compliance tasks are completed correctly and on schedule.
• Collaborate with our Financial Advisors, CSA, and Sales Assistant to keep things running smoothly.

Skills

Series 7

Financial services

CRM systems

Client service

Tools

AssetMark

Advicent

CRM software

Microsoft Office

Job description

The Financial Center, a boutique financial services firm in Novi, MI, seeks a Licensed Client Service Associate to deepen client relationships and support advisory teams in a service-driven environment.

You'll handle client requests, onboarding, and documentation, collaborating with advisors to ensure accurate records and compliant processes. Growth potential exists as the service-advising component expands.