Customer Service Relations

Financial Services of America • Troy, MI

21h • $38,480 • Onsite

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

• 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