Client Services Lead - Office Ops & Onboarding

Financial Services of America Inc; Troy (MI); On-site; USD 35,000 - 42,000; Full time

Benefits offered by this job

Health Benefits

401k

Paid Time Off

Paid Holidays

Job summary

Financial Services of America is seeking a Client Services Representative to oversee daily operations, enhance client service, and support leadership in a dynamic in-office environment. You will coordinate schedules, manage documents, and maintain CRM systems to ensure accurate records and smooth office workflows.

The role emphasizes organization, communication, and hands-on leadership to foster a positive, professional atmosphere for clients and staff.

Qualifications

• 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.

Skills

Office management

Customer service

Administrative roles

Organizational skills

Multitasking

Communication skills

Leadership

Problem-solving

Tools

Microsoft Office Suite

CRM systems

Job description

Financial Services of America is seeking a Client Services Representative to oversee daily operations, enhance client service, and support leadership in a dynamic in-office environment. You will coordinate schedules, manage documents, and maintain CRM systems to ensure accurate records and smooth office workflows.

The role emphasizes organization, communication, and hands-on leadership to foster a positive, professional atmosphere for clients and staff.