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.
Requirements
MUST hold Series 65 or have willingness to obtain promptly.
Skills Required
- 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 able to manage multiple tasks in a fast-paced environment.
- Competent with Microsoft Outlook, Word, and Excel.
- Experience with CRM and financial planning software.
- Willingness to grow professionally and pursue applicable licenses if not already licensed.
What We Do
Financial Services of America (also known as FSA) is one of the largest independent financial planning and insurance firms in Michigan. Unlike most traditional insurance agencies and brokerage firms that generally have a limited array of products and services to offer, FSA capitalizes on its independent status to offer an unbiased, educational approach to provide strategies for consumers financial concerns. In additional to providing a full line-up of insurance and investment products, FSA also provides access to CPA's, estate planning attorneys, mortgage professionals and home and auto insurance professionals at steep discounted rates to truly create a unique, one-stop shopping experience. Insurance products are offered through the insurance business Financial Services of America (FSA). Financial Services of American (FSA) is also a Financial Services practice that offers securities products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Financial Services of America (FSA) is also an Investment Advisory practice that offers investment advisory products and services through FSA Advisors (FSAA), a Registered Investment Advisor. AEFS and FSAA do not offer insurance products. The insurance products offered by Financial Services of America (FSA) are not subject to regulatory requirements and standards of care applicable to registered representatives and are not subject to investment advisory requirements. AEFS, FSAA and FSA are not affiliated companies. Financial Services of America (FSA) advisors may refer you to local CPAs for tax services (including our business partnership with FSA Tax & Accounting) and attorneys for estate planning services (including our strategic partnership with Benjamin T. Vader, PLLC), if needed, to coordinate and collaborate with you and your advisor on your holistic financial plan (with proper, written authorization). 2748667- 4/23.
