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Client Service Advisor - Financial Planning Support
Job in
Novi, Oakland County, Michigan, 48377, USA
Listed on 2026-08-09
Listing for:
Bill Good Marketing
Full Time
position Listed on 2026-08-09
Job specializations:
-
Customer Service/HelpDesk
Client Relationship Management
Job Description & How to Apply Below
Bill Good Marketing in Novi, MI is seeking a client service professional who thrives in a consultative, service-focused environment. You will work directly with our advisory team to support and strengthen client relationships while meeting with clients to provide guidance.
Day to day, you’ll be the primary contact for clients, help with meeting prep and onboarding, keep documentation current, and ensure compliance tasks are completed on schedule. Base salary ranges 77k–95k with benefits.
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