The Well · 7 hours ago
Service Advisor
Freeland, MI
Full-time
Onsite
Entry, Mid Level
$55K/yr - $65K/yrThe Well is a growing financial services firm based in Michigan, seeking a Service Advisor to deliver proactive, client-facing service. This role involves managing client relationships, implementing financial plans, and collaborating with various teams to ensure a high-quality client experience.
Staffing & Recruiting
Hiring Manager
Ashlee Klingler
Responsibilities
Serve as the main point of contact for assigned client households
Conduct regular client service calls, check-ins, and review meetings
Respond to client questions and service requests professionally and promptly
Ensure clients understand next steps in their financial plan
Monitor accounts and identify opportunities for deeper planning conversations
Support and occasionally help lead client events, seminars, and webinars
Implement Financial Advisor recommendations accurately and on time
Coordinate paperwork, applications, transfers, and follow-ups
Track planning action items and ensure completion
Educate clients on firm services, planning processes, and expectations
Partner closely with Financial Advisors to ensure a seamless client experience
Coordinate with the Insurance team on product implementation
Work with Client Experience and Operations teams on outreach and events
Contribute to firm-wide holistic planning initiatives
Maintain accurate CRM records for all client interactions
Track follow-up cadence and service milestones
Support reporting through consistent and timely data entry
Qualification
Required
Client-Facing Financial Services Role
Serve as the main point of contact for assigned client households
Conduct regular client service calls, check-ins, and review meetings
Respond to client questions and service requests professionally and promptly
Ensure clients understand next steps in their financial plan
Monitor accounts and identify opportunities for deeper planning conversations
Support and occasionally help lead client events, seminars, and webinars
Implement Financial Advisor recommendations accurately and on time
Coordinate paperwork, applications, transfers, and follow-ups
Track planning action items and ensure completion
Educate clients on firm services, planning processes, and expectations
Partner closely with Financial Advisors to ensure a seamless client experience
Coordinate with the Insurance team on product implementation
Work with Client Experience and Operations teams on outreach and events
Contribute to firm-wide holistic planning initiatives
Maintain accurate CRM records for all client interactions
Track follow-up cadence and service milestones
Support reporting through consistent and timely data entry
Maintain an active insurance license to support planning implementation and collaboration with the insurance team
Integrity, coachability, ownership, consistency, and a growth mindset
Preferred
Advancement to higher client service tiers
Specialization in tax strategies, legacy planning, or advanced casework
Leadership and mentoring opportunities
Increased visibility through firm initiatives, events, and community engagement
Company
The Well
Your biggest constraint is not AUM. It is people. If you lead a wealth management business, you already know this.
Founded in 2023
11-50 employees
H1B Sponsorship
The Well has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2021 (2)
2020 (1)
Funding
Current Stage
Early StageLeadership Team
Steven Perry
Founder
Company data provided by crunchbase