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
$50k - $70k
...Description As an Customer Relations Representative - State Farm... ...our agency through meaningful client relations and acting as a liaison... ...relevant products and services. Grow your career as you better... ...Only This busy insurance and financial services office has a passion...SuggestedFor contractorsWork at officeImmediate startFlexible hours$16 - $18 per hour
...Customer Relations Representative - State Farm Agent Team Member As a Customer Relations... .... Your attention to detail, customer service skills, and desire to help people make you... ...help customers with their insurance and financial services needs, including Auto Insurance...SuggestedHourly payFor contractors- ...loan applications. Contact clients to collect required paperwork... ...or administrative/customer service roles preferred but not... ...mortgage licensing fees and related training classes. We are committed... ...dynamic and rapidly growing financial services company committed to...SuggestedFull timeWork at office
- ...State Farm Agent is seeking a Customer Relations Representative to support daily operations... ...help grow the agency through meaningful client relations and act as a liaison between... ...proactively marketing State Farm products and services. Grow your career as you better your...SuggestedFlexible hours
- ...position works independently with clients and/or internal departments to... ...departmental performance measurements and service level agreements. Performs... ...GED or equivalent 1+ years of related administrative support experience in the financial services industry Preferred...SuggestedWork at officeRemote workWork from homeFlexible hours
$500 per month
Customer Relations Representative - State Farm Agent Team Member Full Time in Southfield... ...exclusively market State Farm Insurance and financial service products, and we are looking for... ...needs-based review process to educate clients about their insurance options. Generate...Full timeFor contractorsFlexible hours- ...implications, and works independently with clients and/or internal departments to... ...performance measurements and service level agreements. Actively participates... ...support experience 3+ years of related sales support experience in the financial industry and/or equipment finance...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...origination activity and enable sales processes. The role works with clients and internal teams to ensure accurate, timely transactions... ...include a high school diploma, 1+ year of admin support in financial services, and strong communication skills. Familiarity with MS Excel...Remote jobWork at office
- ...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... ...the future? This busy insurance and financial services office has a passion to make a...For contractorsWork at office
- ...in Office Management, Security, Public Relations, or related field. Language Required... ...as a receptionist, or in customer service or related clerical role. Experience with... ...Management - we help consumers to restore their financial health as we further our Mission of...Work at office
- ...Client Services Representative 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...Work at office
$50k - $70k
Role Description As an Customer Relations Representative - State Farm Agent Team Member for... ...You grow our agency through meaningful client relations and acting as a liaison between... ...marketing relevant products and services. Benefits Bonus based on performance...Flexible hours$50k - $70k
...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 contractorsFlexible 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- ...Looking for the skills and confidence to run a business in the future? This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. Our team works hard to reach our goals together as a team and have...For contractorsWork at office
- ...Looking for the skills and confidence to run a business in the future? This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. Our team works hard to reach our goals together as a team and have...For contractorsWork at office
- The Fleet Business Relations Key Account Specialist is responsible for all operational activities within Fleet, Supply Chain, Logistics and Finance... ...Qualifications:Bachelor's degree1+ year of Sales, Customer Service, Finance, Distribution or other related experienceStrong...
- ...Sales Specialist | Home Depot Sales Specialists help customers bring their project ideas to life by offering a range of product... ...samples, and recommending solutions—including installation and related services. Sales Specialists listen to customer needs, address...Local area
$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$50k - $60k
...you! State Farm agents market only State Farm insurance and financial service products. Responsibilities Develop leads, schedule appointments... ...agency's team to ensure successful long-lasting customer relations. Benefits ~ Attractive salary, commission and bonuses...For contractorsFlexible hours$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- ...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
- 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
- Cameron Barnes - State Farm Agent in Royal Oak, MI seeks a Customer Relations Representative to deliver exceptional service and help grow the agency. You will handle inquiries, update client records, and support retention while coordinating with the team to meet community...Flexible hours
- ...helping people succeed. ROLE DESCRIPTION: As a Customer Relations Representative - State Farm Agent Team Member with Steve Smith... ...successful insurance agency. Your attention to detail, customer service skills, and desire to help people make you a fit. You will enhance...Relocation packageFlexible hours
- ...enablement, coordinating and closing complex transactions with syndicated partners. You will ensure closings adhere to policies, work with clients and internal teams, and protect the company's interests. Responsibilities include data entry, documentation review, and mentoring...Remote job
$52k
...While Building a Rewarding Career For 14 consecutive years, Financial Services of America (FSA) has been recognized as one of Michigan's... ...commitment to creating an exceptional environment for both our clients and our team members. We believe that when people are...Full timeMonday to Friday$20 - $25 per hour
...environment. As the first point of contact for clients, visitors, and callers, you will play a... ...Security applications and other case-related tasks. Perform a variety of clerical duties... ...skills. Exceptional customer service skills and a professional phone manner. Ability...Hourly payWork at office- A financial institution in Bloomfield Hills is seeking an experienced Equipment Finance Sales Coordinator Sr. to manage transactions and provide support for origination activities. This role requires strong sales support experience, excellent communication skills, and proficiency...Remote jobWork at officeFlexible hours
$40k
...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... ...is responsible for providing front-line service to existing clients while also contributing to the agency's growth through outbound...For contractorsWork at office
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