Client Services Leader — Office Ops & Client Experience

Financial Services of America; City of Troy (NY); On-site; USD 33,000 - 44,000; Full time

Benefits offered by this job

Health Care Plan Options

401(k) Retirement Plan

Positive, Team-Oriented Culture

Direct Access to Leadership

Daily Training and Development

Job summary

Financial Services of America is seeking a Client Services Representative in a full-time, in-office role. You will oversee daily operations to ensure smooth office workflow and deliver exceptional client service, collaborating with leadership to support financial advisors and maintain a professional environment.

The ideal candidate brings strong organization and communication skills, proficiency with Microsoft Office Suite and CRM systems, and a proactive approach to process improvement.

Qualifications

• Experience in office management, customer service, or administrative roles.
• Strong organizational and multitasking abilities with attention to detail.
• Proficiency with Microsoft Office and CRM systems.
• Self-motivated with ability to lead and inspire a team.

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

Leadership

Microsoft Office Suite

CRM systems

Tools

CRM systems

Microsoft Office

Job description

Financial Services of America is seeking a Client Services Representative in a full-time, in-office role. You will oversee daily operations to ensure smooth office workflow and deliver exceptional client service, collaborating with leadership to support financial advisors and maintain a professional environment.

The ideal candidate brings strong organization and communication skills, proficiency with Microsoft Office Suite and CRM systems, and a proactive approach to process improvement.