Client Support Specialist
About The Position
Join the Financial Services of America Team as a Client Services Representative! Are you looking for a dynamic role where your organizational skills and leadership make a real impact? At Financial Services of America, we’ve been recognized as a Top Workplace for 13 consecutive years, thanks to our commitment to fostering a supportive and rewarding environment for our team members. About the Role: 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
- 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.
Nice To Haves
- Proven experience in office management, customer service, or administrative roles (preferred but not required).
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 Plan Options
- 401(k) Retirement Plan
- Positive, Team-Oriented Culture
- Direct Access to Leadership
- Daily Training and Development
- Health Benefits
- 401k
- Paid Time Off
- Paid Holidays
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
