Customer Service Relations

Financial Services of America • Troy, MI

45d

About The Position

As a Client Services Representative, you’ll oversee daily operations to ensure the smooth functioning of our office and team, enabling exceptional client service and efficiency. This position combines leadership, organization, and client interaction to help maintain a positive and professional environment.

Requirements

• Proven experience in office management, customer service, or administrative roles (preferred but not required).
• Exceptional organizational and multitasking abilities with attention to detail.
• Strong interpersonal and communication skills with a professional demeanor.
• Proficiency in Microsoft Office Suite and CRM systems.
• Self-motivated with the ability to lead and inspire a team.
• A proactive approach to problem-solving and process improvement.

Responsibilities

• Manage office workflows, ensuring seamless operations and supporting team efficiency.
• Coordinate schedules, appointments, and meetings for team members and clients.
• Supervise office organization, including supplies, equipment, and workspace optimization.
• Prepare and maintain essential client and team documents, ensuring accuracy and confidentiality.
• Maintain and update CRM systems, ensuring accurate client and operational records.
• Act as the point of contact for vendors, clients, and team members to resolve issues promptly.
• Facilitate onboarding and training for new hires, ensuring alignment with company standards.
• Support financial advisors by organizing materials and logistics for client meetings.
• Collaborate with leadership to identify and implement process improvements.
• Foster a welcoming, professional environment for both clients and team members.

Benefits

• Competitive Compensation: Enjoy a stable income with competitive base pay.
• Health Care Reimbursement: We care about your well-being, offering reimbursement to support your health and family needs.
• 401(k) Retirement Plan: Secure your future with our company-sponsored retirement savings plan.
• Positive, Team-Oriented Culture: Join a collaborative environment that values your contributions and encourages personal and professional growth.
• Direct Access to Leadership: Work closely with company leadership, ensuring guidance, mentorship, and clear communication of goals.
• Daily Training and Development: Refine your skills with regular coaching and learning opportunities tailored to your role.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 101-250 employees