Client Services & Office Operations Lead

Financial Services of America; 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 office operations, coordinate schedules, and maintain a professional environment that delivers exceptional client service.

Applicants should have strong organizational, multitasking, and communication skills, with proficiency in Microsoft Office and CRM systems; a proactive leadership approach is valued to improve processes and support the team's success.

Qualifications

• Experience in office management, customer service, or administrative roles.
• Excellent organizational and multitasking abilities with keen 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 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

Administrative roles

Leadership

Communication

Multitasking

Tools

Microsoft Office Suite

CRM systems

Job description

Financial Services of America is seeking a Client Services Representative to oversee daily office operations, coordinate schedules, and maintain a professional environment that delivers exceptional client service.

Applicants should have strong organizational, multitasking, and communication skills, with proficiency in Microsoft Office and CRM systems; a proactive leadership approach is valued to improve processes and support the team's success.