Registered Client Service Associate

Bill Good Marketing • Novi, MI

5d • $77,000 - $95,000 • Onsite

About The Position

The Financial Center is seeking a Licensed Client Service Associate to join their team in Novi, MI. This role is ideal for individuals with a passion for client service in the financial services industry, who prefer a service-oriented environment over sales-driven roles. The position involves direct client interaction, supporting financial advisors, and ensuring smooth operations within the firm. The Financial Center is described as a boutique firm that values a team-oriented, professional, and enjoyable work environment, with a strong reputation for client advocacy.

Requirements

• Active Series 7 required; we are not in a position to re-register lapsed licenses
• 5 or more years of experience in financial services
• Comfortable with CRM systems and Microsoft Office
• Someone who wants to serve clients long-term, not someone using this as a pit stop back to production

Nice To Haves

• Familiarity with AssetMark and Advicent is a strong plus

Responsibilities

• Serve as a primary point of contact for clients, handling requests and following through until they're fully resolved
• Support meeting prep: pulling account information, preparing notes, and getting materials ready so advisors walk in ready to go
• Assist with new client onboarding and the paperwork that comes with it
• Meet with clients directly in a service and planning capacity, with responsibilities that expand as you build familiarity with the book
• Keep client documentation accurate and current
• Make sure compliance tasks are completed correctly and on schedule
• Collaborate with our Financial Advisors, CSA, and Sales Assistant to keep things running smoothly

Benefits

• 401(k) with 3% employer match
• 14 days PTO
• Healthcare allowance
• Growth potential as the service advising component of the role expands

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed