Client Relationship Advisor

Job overview

The Client Relationship Advisor role is onsite at Financial Services of America’s headquarters in Troy, MI. Pay is $52,000 per year if licensed or $48,000 per year if unlicensed, with the Series 65 license required or to be obtained within 45 days of the start date. The role supports financial advisors and the families they serve through FSA’s CARES Planning Process. The advisor coordinates client service and operational follow-through so clients receive ongoing, personalized attention. The work includes preparing meetings, maintaining records, servicing accounts, coordinating requests, and preparing financial summaries while following internal policies and procedures.

What you'll do

• Update client records in the ACCESS CRM
• prepare reports and meeting documentation
• communicate with clients by phone and email
• track transfers, withdrawals, and beneficiary updates
• maintain accurate data and service notes
• coordinate follow-up tasks and document requests
• prepare investment summaries
• follow internal compliance and quality procedures.

What we're looking for

Skills & competencies

client relationship advisor

troy mi

financial services of america

full-time

series 65

client service

financial planning

account servicing

crm

meeting preparation

investment summaries

onsite

Work arrangement

• Weekend coverage required

Benefits & perks

• Health benefits
• 401(k)
• paid time off
• paid holidays
• paid licensing.

Why this role

The posting describes this as a client-facing service role, not a sales position. It requires at least two years of financial-services or client-facing operations experience and a Series 65 license or willingness to obtain it promptly.

About the employer

Financial Services of America is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.