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
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client Relations Specialist - Financial Services in Troy, MI vacancy
$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 startJordan Tracey - State Farm Agent
Troy, MI1 day ago$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 contractorsJay Munj - State Farm Agent
Troy, MI1 day ago- ...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
Nations Mortgage LLC
Troy, MI17 days ago - 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...Suggested
$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...SuggestedFor contractorsWork at officeFlexible hoursState Farm
Troy, MI4 days ago- ...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... ...in the future?This busy insurance and financial services office has a passion to make a...For contractorsWork at office
Jay Munj - State Farm Agent
Troy, MI1 day ago $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 a real impact? At Financial...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 contractorsState Farm
Troy, MI4 days ago$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 insuranceHome...For contractorsLindsay Goebel - State Farm Agent
Troy, MI1 day ago- ...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
- ...our members. General Summary Provide a wide variety of sales, service and administrative support for the producer and consumer industry... ...including, but not limited to Enrollment & Billing, Provider Relations and Customer Service, to assure membership growth and retention...Full time
$25 - $35 per hour
...working in a small manufacturing or engineering-focused company Associate’s or bachelor’s degree in business, communications, or a related field Key Skills Proficient in Microsoft Office (Word, Excel, Outlook, OneNote) Excellent grammar, spelling, and written communication...Full timePart timeWork at officeWorldwide- ...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
Home Depot
Rochester Hills, MI3 days ago $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 contractorsLindsay Goebel - State Farm Agent
Troy, MI3 days ago$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 contractorsLindsay Goebel - State Farm Agent
Troy, MI1 day ago$19.25 per hour
...Description Founded by a small group of educators, Michigan Schools & Government Credit Union (MSGCU) has been providing quality financial services to the community for more 70 years and welcomes everyone in Michigan to bank with us. We are financial champions committed to...Hourly payPart timeWork at officeMichigan Schools and Government Credit Union
Troy, MI4 days ago$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 contractorsLindsay Goebel - State Farm Agent
Troy, MI3 days ago- ...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
Amy Bashi - State Farm Agent
Rochester Hills, MI1 day ago - ...Billing & Buydowns Assist with billing, invoicing, and related administrative processes. Process and track vendor/manufacturer... ...areas. Coordinate office maintenance, repairs, and vendor services as needed. Lunch & Meeting Coordination Order lunches...Work at office
Wild Bill's Tobacco
Troy, MI15 hours ago $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 hoursJay Munj - State Farm Agent
Troy, MI1 day ago- ...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
Jay Munj - State Farm Agent
Troy, MI1 day ago $76k - $86k
...they need us most. The Opportunity The Client Service Consultant is responsible for overall... ...programs for physical and mental health, financial wellness, and support for families. We... ...sex (including pregnancy, childbirth, or related medical conditions), sexual orientation...Contract workTemporary workWork at officeLocal area- ...Qualifications High school graduation or an equivalent combination of education and experience. Three years general office work or related experience in the specified area. Ability to effectively interact with the public, students, faculty, and staff. Knowledge of proper...Full timeWork at officeShift work
Oakland University
Rochester, MI2 days ago $16 - $18 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 hoursWestern Veterinary Partners
Rochester Hills, MI3 days ago$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$50k - $70k
...our agency through meaningful customer relations and acting as a liaison between customer... ...proactively marketing relevant products and services. Grow your career as you better your... ...Applicants OnlyThis busy insurance and financial services office has a passion to make a...For contractorsWork at officeImmediate startJordan Tracey - State Farm Agent
Royal Oak, MI1 day ago$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 community... ...is responsible for providing front-line service to existing clients while also contributing to the agency's growth through...For contractorsWork at officeAmy Bashi - State Farm Agent
Rochester Hills, MI1 day ago$20 - $25 per hour
...consistency, and compliance across all financial operations. With a focus on collaboration... ...offered may vary depending on experience, job-related knowledge, and physical location. Final... ...Manager.Learn the Title & Registration Specialist role to support other accounting...Full timeWork at officeMonday to Friday$52k
...days of start date Workplace Location ~ In-Office/On Site Full Job Description: At Financial Services of America (FSA) , we’re dedicated to helping clients retire with confidence by delivering personalized financial strategies through our proven CARES...Full timeWork at officeFinancial Services of America
Troy, MI10 days ago- ...this role requires exceptional customer service, attention to detail, professionalism, and... ...Record (EHR). Insurance Verification & Financial Responsibilities Verify insurance... ...registration, insurance, or other clinic-related needs. Communicate effectively with physicians...Work at office
Michigan Orthopaedic Surgeons
Troy, MI1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Relations Specialist - Financial Services. Be the first to apply!
Related searches
- hospital customer service representative Troy, MI
- remote customer service advisor Troy, MI
- customer experience agent Troy, MI
- service person Troy, MI
- customer account representative Troy, MI
- financial customer service representative Troy, MI
- customer service representative insurance Troy, MI
- customer experience associate Troy, MI
- member service representative Troy, MI
- customer relations associate Troy, MI