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Financial Services of America
Troy, MI, US
Source: Financial Services of America careers · View original posting
From Financial Services of America's posting. “We” and “our” refer to the employer.
Job Type
Full-time
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.
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.
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.
LAYIQ is an independent job-discovery service. This listing does not imply a partnership with or endorsement by the employer. Review the original posting for current details and availability.
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