Client Support Specialist

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

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.

Benefits

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