Client Support Specialist

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

Job Type

Full-time

Pay:$38,480/yearly

Workplace Location

• In-Office/On Site

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.

Why Work With Us?

• Health Care Plan Options: We care about your well-being.
• 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.
  

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.

Your Key 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.
  

What We’re Looking For:

• 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.
  

Our Core Values:

We are guided by principles that define our approach to client and team success:

• World Class: Delivering extraordinary service and exceeding client expectations.
• Dedicated: Supporting your goals, career, and family.
• One Team, One Goal: Working together for the success of our clients and the company.
• Driven: Committed to continuous improvement and initiative.
• Great Attitude: Loving what you do and embracing growth and change.
  

Why This Role Matters:

As a Client Services Representative, you are the backbone of our team operations, ensuring everything runs smoothly for clients and staff alike. Your leadership and organizational skills will directly contribute to the success of our company and the satisfaction of our clients.

Ready to Lead and Inspire?

If you’re detail-oriented, team-focused, and eager to make a difference in a dynamic environment, Together, we’ll continue to build a legacy of excellence and help clients achieve their financial goals.

Benefits:

• Health Benefits
• 401k
• Paid Time Off
• Paid Holidays