Client Services Specialist for Financial Advisors

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

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