Client Services Advisor for Financial Planning
Job in
Novi, Oakland County, Michigan, 48377, USA
Listed on 2026-08-10
Listing for:
Bill Good Marketing
Full Time
position Listed on 2026-08-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant, Financial Services
Job Description & How to Apply Below
The Financial Center, a boutique financial services firm in Novi, MI, seeks a Licensed Client Service Associate to deepen client relationships and support advisory teams in a service-driven environment.
You'll handle client requests, onboarding, and documentation, collaborating with advisors to ensure accurate records and compliant processes. Growth potential exists as the service-advising component expands.
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