Client Service Associate

4 weeks ago


Novi, Michigan, United States Bill Good Marketing Full time
Job Summary

We are seeking an experienced and professional Client Service Associate & Office Manager to join our team at The Financial Center. This role combines client service responsibilities with office management, ensuring smooth daily operations in our office.

Key Responsibilities
  • Client Service Support: Serve as the primary contact for clients, ensuring all client needs and requests are promptly addressed.
  • Office Management: Manage the office environment, including supply inventory, appointment scheduling, and staff coordination.
  • Documentation & Compliance: Maintain accurate and up-to-date client documentation.
  • Client Interaction: Foster and maintain client relationships by responding to inquiries, resolving issues, and providing updates on service requests.
  • Collaboration: Work closely with the team to support office-wide initiatives.
Requirements
  • Experienced & Detail-Oriented: You have experience in financial services and excellent attention to detail.
  • Personable & Professional: You are easy-going, enjoy interacting with clients, and can keep a calm demeanor under pressure.
  • Tech-Savvy: You are proficient in MS Office and comfortable working with CRM software.
  • Strong Communicator: You have excellent communication skills, both written and verbal.
  • Problem Solver: You have a natural ability to resolve client concerns and thrive in a fast-paced environment.
What We Offer
  • Salary: $75,000 - $85,000 DOE.
  • Benefits: A 3% match on 401k, 14 days PTO, and healthcare allowance.
  • Growth Potential: This is a growth and replacement role with opportunities to expand into higher-level responsibilities over time.


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