# Client Relationship Advisor

> Financial Services of America · Troy, United States · Full-time · Posted 2026-08-12

**Salary:** USD 52,000–52,000

**Workplace:** on_site

**Department:** Financial

## Description

**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.**

## Apply

[Apply at Financial Services of America](https://apply.workable.com/fsa1/j/41B763A971/apply)

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