Client Services Associate

Sano; Farmington Hills (MI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health, Vision, Dental Insurance 100%

401(k) match 4%

PTO & paid holidays

Monthly gym credit

Education support

Job summary

Sano is seeking a detail-oriented, licensed Client Service Team Member to support financial advisors and internal teams by managing service requests through the firm's ticketing system. This role generates and processes client paperwork, coordinates account maintenance, and maintains accurate records to ensure timely completion in line with firm policies and compliance.

The ideal candidate is organized, client-focused, capable of managing multiple priorities, and committed to delivering

Qualifications

• 3-5+ years of experience in financial services or related operations support.
• Experience with ticketing systems or service request queues is preferred.
• Strong administrative and document-processing skills with high accuracy.

Responsibilities

• Manage service tickets related to account maintenance, onboarding, transfers, distributions, and account updates.
• Generate, review, and process financial paperwork while ensuring accuracy and regulatory compliance.
• Coordinate with financial advisors, operations, custodians, and clients to obtain required documentation and resolve items.
• Maintain accurate client records and update information in CRM and broker-dealer systems.
• Identify and resolve account-related issues; escalate complex matters as needed.

Skills

Organizational skills

Verbal and written communication

Multi-tasking

Attention to detail

Independent and collaborative work

Client service orientation

Proficiency with business software/CRM

Education

Series 6/7/63/65/66 license

Tools

Salesforce

CRM systems

Job description

Salary: Competitive Pay Based on Experience and Credentials

Department: Client Service

Location: Farmington Hills, MI – Home Office

Employment Status: Full-Time

Position Summary

We are seeking a detail-oriented experienced and licensed Client Service Team Member to support financial advisors and internal teams by managing service requests through the firm's ticketing system. This role is responsible for generating and processing client paperwork, coordinating account maintenance requests, maintaining accurate records, and ensuring timely completion of tasks in accordance with firm policies and compliance standards. The ideal candidate is organized, client-focused, and able to manage multiple priorities while delivering exceptional service and support.

About Sano

Sano is an independent financial services firm dedicated to helping individuals, families, and businesses Build, Protect, and Enjoy their financial future.

Our team is guided by five core values:

• Integrity


• Care


• Proactive

We strive to help families live intentionally with Peace of mind and financial confidence.

• Manage and prioritize advisor and client requests through a ticketing system, ensuring timely and accurate completion of service tasks


• Process a high volume of service tickets related to account maintenance, client onboarding, transfers, distributions, and account updates


• Generate, review, and process financial paperwork and forms while ensuring accuracy, completeness, and regulatory compliance


• Coordinate with financial advisors, operations teams, custodians, and clients to obtain required documentation and resolve outstanding items


• Maintain accurate client records and update account information in CRM and our broker dealer’s system


• Research and resolve account-related issues, escalating complex matters when appropriate


• Support process improvement initiatives to enhance service efficiency and client satisfaction


• Additional duties and special projects as assigned by management

Qualifications

• 3-5+ years of experience in financial services, wealth management, banking, mortgage servicing, customer service, or operations support


• Experience working with ticketing systems, workflow management platforms, or service request queues


• Strong administrative and document-processing skills with a high level of accuracy and attention to detail


• Knowledge of financial account types, investment products, and account maintenance procedures preferred


• Experience using Salesforce and financial services platforms is a plus


• Series 6,7,63,65, or 66 preferred or open to being sponsored to obtain license

Knowledge, Skills & Abilities

The ideal candidate will demonstrate:

• Strong organizational skills


• Excellent verbal and written communication


• Ability to prioritize multiple responsibilities


• Outgoing personality to perform outreaches as necessary


• Strong attention to detail


• Ability to work independently and collaboratively


• Proficiency with business technology and software platforms


• Commitment to client service and professionalism


• Health, Vision, Dental Insurance covered 100%


• 401(k) match of 4%


• PTO and paid holidays


• Monthly gym credit


• Support of continued education

This position operates in a professional office environment and may occasionally requireinternal training attendance, industry continuing education and participating in company events.

Why Join Sano

At Sano, we believe our people are our greatest asset. Team members have the opportunity to work alongside experienced professionals, contribute to meaningful initiatives, and grow their careers in an organization built on trust, education, and relationships.