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client service representative

Job Description and Duties

Our Culture

If you are inclined to skip this section of our job posting, don’t! At Financial Strategies Group, our company's culture is of the highest importance. We believe the choices that a person makes affect the quality of their life; that is why we exist. Every day, we pride ourselves on putting our clients and their needs first. Transparency among one another internally and to our clients is of utmost importance. Day in and day out, we come together as a team and rely on each other to ensure our clients can rely on us. This is why we are continually raising the bar by continuing our education and proving that we are qualified to help our clients with some of the most important decisions they will make in their lifetime. Hard work is in the very depths of our DNA. We approach every problem with a creative solution and a compassionate heart, whether that problem is client-facing or internal. Lastly, we come to the table with the heart of a teacher, and internally, we expect that every team member will be teachable and humble enough to see the growth that comes through being coachable.

Of course, we aren’t all work. If you don’t enjoy laughing while working hard, then FSG is not the place for you. Our company culture leaves room for us all to laugh at one another as well as laugh at ourselves. We desire to build something beyond ourselves, and because of that, we have become much closer than colleagues; FSG truly is a family. If this description of our culture gets your heart racing and pumps you up to change the world, then please keep reading and send us your resume. If it doesn’t, that is ok. We are a unique firm, and we are not for everyone. Keep looking, and you will find the perfect fit for you.

Job Description

This Client Services Representative position is focused on assisting clients in opening their new accounts with FSG. We are specifically looking for a tech-savvy candidate who has extreme focus and attention to detail but is ready and able to work under pressure. It is also essential that this person can work independently, meaning they can be trusted to focus on work during work hours (putting the cell phone aside) without having to be supervised. As a company, we strongly believe the best team members do not need to be managed; they simply need to be supported. We expect out-of-the-box thinking and problem-solving. This team member will always have the benefit of a team but should be able to work through issues independently as well.

Duties include but are not limited to: 

- Client relationship skills: must be able to effectively communicate with clients while being warm and sincere
- Client service: while this position focuses on assisting clients open new accounts, a large portion of this position will also include assisting clients in servicing their current accounts
- Must have excellent phone skills, being able to read the client on the other line and speak with confidence and friendliness
- Creative thinking and problem-solving skills: each case will present its own unique variables and challenges. It is our job to do the heavy lifting so that our clients don’t have to
- Learn and become proficient with technology partners (Orion, Wealthbox, Riskalyze, and others)
- Work cooperatively with the entire team to learn systems and processes


- Must be able to train in Okemos
- Must be a logical and systematic thinker
- Passion for Client Service
- Great Communication Skills
- Organized, Efficient, and Professional Work Ethic
- Must be a cultural fit

Job Type



$16.00- $20.00 per hour


- 401(k) matching
- Disability insurance
- Employee discount
- Health insurance
- Life insurance
- Paid time off
- Parental leave


- 8 hour shift
- Monday to Friday

Supplemental Pay Types

-Bonus Pay

Work Location 

- Fenton

Apply Here

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