Client Relations Specialist - Financial Services
Financial Services of America
Financial Services of America, headquartered in Troy, MI, is seeking a Client Relationship Advisor to bridge clients and financial advisors. This role focuses on ongoing financial planning support, service coordination, and accurate client records in a fast-paced, client-centered environment. You will manage communications, document requests, and reporting to ensure excellent service and operational excellence. This non-sales position emphasizes client care and process reliability. #J-18808-Ljbffr Financial Services of America
$16 - $18 per hour
Customer Relations Representative - State Farm Agent Team MemberAs a Customer Relations Representative... .... Your attention to detail, customer service skills, and desire to help people make... ...help customers with their insurance and financial services needs, including Auto Insurance...SuggestedFor contractors$50k - $70k
...developmentRole DescriptionAs an Customer Relations Representative - State Farm... ...agency through meaningful client relations and acting as a... ...relevant products and services. Grow your career as you better... ...OnlyThis busy insurance and financial services office has a passion...SuggestedFor contractorsWork at officeImmediate start- State Farm agent team member opportunity in Sterling Heights, MI. We are seeking outgoing, customer-focused individuals who enjoy helping the public and want a career with a trusted brand. You will establish relationships, educate customers about insurance options, develop...SuggestedFlexible hours
$50k - $60k
...Position: Client Service Specialist Firm: EPI Financial Group Location: Troy MI Overview: EPI Financial Group is a financial services firm dedicated... ...distributions beneficiary updates and other account-related paperwork Process new account applications account...SuggestedFull timeWork at officeMonday to Friday$20 - $23 per hour
...Members Credit Union (DMCU) is a member-focused financial institution dedicated to providing exceptional financial services and lending solutions to our community. Our... ...Foreign Assets Control (OFAC), as it specifically relates to the job functions” Ability to effectively...SuggestedHourly payFull timeWork at officeLocal area- Quinton Lemanski - State Farm Agent is seeking a Customer Relations Representative to deliver exceptional customer experiences and support agency growth. You will manage enquiries, resolve issues, and maintain customer records while working collaboratively with team members...
- About Our Company We’re a diversified financial services leader with more than $1.5 trillion in... ...individual, small business and institutional clients. We are a longstanding leader in... ...our team today. As a Client Service Specialist, you will be responsible for conducting...Full timePart timeH1bWork at officeWork from homeVisa sponsorship1 day per week
- Aogarciaagency is seeking a self-motivated remote team member to help families understand and set up protection options. You will work from home with flexible hours on a supportive, mentorship-driven team and clear expectations.We value integrity, strong communication, ...Remote jobWork from homeFlexible hours
$40k - $60k
...passion for helping others, especially with financial planning, led me into agency life.... ...persistent in following up to deliver great service. ROLE DESCRIPTION: As Account... ...You grow our agency through meaningful client relations and acting as a liaison between customer...For contractorsWork at officeFlexible hours$38.48k
...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...Full timeWork at office$25k - $30k
...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Establish customer relationships... ...Ability to multi-task Ability to effectively relate to a customer Property and Casualty license (must be able...For contractors$40k - $60k
...You grow our agency through meaningful client relations and acting as a liaison between customer... ...marketing relevant products and services. Grow your career as you better your community... ...customers with their insurance and financial services needs, including: auto insurance...Full timePart timeWork from homeFlexible hours$40k - $60k
...passion for helping others, especially with financial planning, led me into agency life.... ...persistent in following up to deliver great service. ROLE DESCRIPTION: As Account... ...our agency through meaningful customer relations and acting as a liaison between customer...For contractorsWork at officeFlexible hours- ...m. - 7:00 p.mSaturday: 10:00 a.m. - 3:00 p.m.Sunday: Closed. Financial Service Representative We are currently seeking a Financial Services... ...school diploma/GED, preferably an Associate’s in business or a related field. A flexible schedule. Our in-store locations are open...Monday to FridayFlexible hours
$45k - $60k
...You grow our agency through meaningful client relations and acting as a liaison between customer... ...marketing relevant products and services. Grow your career as you better your community... ...customers with their insurance and financial services needs, including: Auto insurance...For contractors$40k - $60k
...passion for helping others, especially with financial planning, led me into agency life.... ...persistent in following up to deliver great service. ROLE DESCRIPTION: As Account... ...our agency through meaningful customer relations and acting as a liaison between customer...For contractorsWork at officeFlexible hours$40k - $60k
...Insurance And Financial Services Position - State Farm Agent Team Member Benefits: Health insurance Paid time off Bonus based on performance Dental insurance Training & development Position Overview Successful State Farm Agent is seeking a qualified...For contractors$40k - $60k
...Insurance And Financial Services Position - State Farm Agent Team MemberBenefits:Health insurancePaid time offBonus based on performanceDental insuranceTraining & developmentPosition Overview Successful State Farm Agent is seeking a qualified professional to join their...For contractors- AO Garcia Agency offers a remote financial-services role built around warm leads and a structured training system. If you are competitive and... ...protection options, running an enrollment flow, and building a client list. The role provides pre-qualified leads, onboarding...Remote jobFlexible hours
- Nick Daoud - State Farm Agent is recruiting a Customer Relations Representative to join our agent team in Sterling Heights, MI. This role focuses on building strong customer relationships, educating clients about insurance options, and pursuing leads with a needs-based...Flexible hours
- Kandiss Ecton - State Farm Agent is seeking a Customer Relations Representative to enhance client relations and assist customers effectively. This role... ...communication skills while demonstrating dedication to customer service. Join a community-focused agency that values positive...Flexible hours
- ...insurance agency in Sterling Heights, MI is seeking a Customer Relations Representative. This entry-level role involves managing customer... ...-solving skills, with a preference for experience in customer service. The position offers competitive compensation, a flexible schedule...Local areaFlexible hours
$19.88 - $26.51 per hour
A financial services firm is seeking a Client Services Representative to support their Client Services team. This role involves answering inbound client calls, resolving inquiries, and providing exceptional customer service. Ideal candidates will have 2-3 years of customer...Hourly payWork at officeLocal area- ...Job Description Sales Specialists help customers bring their project ideas to life by offering a range of product options, providing... ..., and recommending solutions-including installation and related services. Sales Specialists listen to customer needs, address concerns...Local area
$45k - $60k
...industry trends equips you to communicate directly with clients, identify their needs, and market products or services that maximize value. You may also assist in... ..., MI and help customers with their insurance and financial services needs, including: Auto insurance...For contractors- ...copy and scanning projects as well as handling assembly of trial-related materials as requested by firm personnel. Maintain a clean... ...working environment in conference rooms, common areas, and office services. Restock paper in copy machines daily. Shred/dismantle...Part timeWork at office
- ...As an Administrative - Assistant Customer Service and Office Manager assistant with State... ...you will generate the kind of exceptional client experiences that reinforce the growth of... ...to customer service Able to effectively relate to a customer, answer their questions, and...Hourly payWork at officeFlexible hours
$46k - $66k
...Insurance And Financial Services AgentAre you ready to join a dynamic team that's been making waves in insurance since 2013? Look no further... ...professionals, you'll have the chance to engage with clients within Michigan and Ohio, helping them discover their insurance...For contractorsWork at officeFlexible hours- ...We're Hiring!This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We take pride in using our years of valuable experience to mentor individual team members and prepare them for successful...For contractorsWork at office
$18 - $20 per hour
...an outgoing Veterinary Receptionist / Client Service Representative to serve as the welcoming... ...accurately process payments and maintain financial records ~ Positive attitude and... ...and additional factors, including job-related skills, experience, and relevant education...Hourly payFull timeLocal areaMonday to FridayFlexible hours
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