{"id":719743,"url":"https://alion.io/job/fsa1-client-support-specialist","title":"Client Support Specialist","company":{"id":677673,"name":"Financial Services of America","domain":"fsa1.com","url":"https://alion.io/company/fsa1","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workable","truth_index":{"grade":"A","score":100,"open_postings":3,"ghost_share":0,"stale_share":0,"repost_share":0,"time_to_fill_p50_days":50,"computed_at":"2026-11-05T05:54:30Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Troy, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":38480,"max":null,"currency":"USD","period":"year","gross":null,"usd_annual":38480},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":true}],"status":"live","first_seen_at":"2026-08-12T00:00:00Z","employer_posted_date":"2026-08-12","last_verified_at":"2026-11-06T01:38:59Z","board_verified":true,"closed_at":null,"days_open":86,"trust":{"level":"ok","repost_count":0,"flags":[],"days_open":85},"description":"Job Type\nFull-time\nPay: $38,480/yearly\nWorkplace Location\nIn-Office/On Site\nJoin the Financial Services of America Team as a Client Services Representative!\nAre 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.\nWhy Work With Us?\n Health Care Plan Options: We care about your well-being.\n 401(k) Retirement Plan: Secure your future with our company-sponsored retirement savings plan.\n Positive, Team-Oriented Culture: Join a collaborative environment that values your contributions and encourages personal and professional growth.\n Direct Access to Leadership: Work closely with company leadership, ensuring guidance, mentorship, and clear communication of goals.\n Daily Training and Development: Refine your skills with regular coaching and learning opportunities tailored to your role.\nAbout the Role:\nAs 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.\nYour Key Responsibilities:\nManage office workflows, ensuring seamless operations and supporting team efficiency.\nCoordinate schedules, appointments, and meetings for team members and clients.\nSupervise office organization, including supplies, equipment, and workspace optimization.\nPrepare and maintain essential client and team documents, ensuring accuracy and confidentiality.\nMaintain and update CRM systems, ensuring accurate client and operational records.\nAct as the point of contact for vendors, clients, and team members to resolve issues promptly.\nFacilitate onboarding and training for new hires, ensuring alignment with company standards.\nSupport financial advisors by organizing materials and logistics for client meetings.\nCollaborate with leadership to identify and implement process improvements.\nFoster a welcoming, professional environment for both clients and team members.\nWhat We’re Looking For:\nProven experience in office management, customer service, or administrative roles (preferred but not required).\nExceptional organizational and multitasking abilities with attention to detail.\nStrong interpersonal and communication skills with a professional demeanor.\nProficiency in Microsoft Office Suite and CRM systems.\nSelf-motivated with the ability to lead and inspire a team.\nA proactive approach to problem-solving and process improvement.\nOur Core Values:\nWe are guided by principles that define our approach to client and team success:\n World Class: Delivering extraordinary service and exceeding client expectations.\n Dedicated: Supporting your goals, career, and family.\n One Team, One Goal: Working together for the success of our clients and the company.\n Driven: Committed to continuous improvement and initiative.\n Great Attitude: Loving what you do and embracing growth and change.\nWhy This Role Matters:\nAs a Client Services Representative, you are the backbone of our team operations, ensuring everything runs smoothly for clients and staff alike. Your leadership and organizational skills will directly contribute to the success of our company and the satisfaction of our clients.\nReady to Lead and Inspire?\nIf you’re detail-oriented, team-focused, and eager to make a difference in a dynamic environment, apply today! Together, we’ll continue to build a legacy of excellence and help clients achieve their financial goals.\nBenefits:\nHealth Benefits\n401k\nPaid Time Off\nPaid Holidays","description_format":"text","description_chars":3778,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan","Retirement plans"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-09-11T06:57:18Z"}],"visa":[],"liveness":{"score":19,"band":"cold","label":"Long shot","p_open":1,"p_active":0.519,"p_room":0.36,"age_days":85,"expected_fill_days":50,"reasons":["conf:0","win:tail","crowd:"],"computed_at":"2026-11-05T05:54:30Z"},"pay":{"stated_usd_annual":38480,"is_top_pay":false},"html_url":"https://alion.io/job/fsa1-client-support-specialist","json_url":"https://alion.io/job/fsa1-client-support-specialist.json","meta":{"generated_at":"2026-11-06T03:26:24Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":5672,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-07T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":677673},"rest":"https://alion.io/mcp/rest/get_company?id=677673"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ffsa1-client-support-specialist"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ffsa1-client-support-specialist"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ffsa1-client-support-specialist"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/fsa1-client-support-specialist\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ffsa1-client-support-specialist"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":719743}},{"tool":"search_jobs","arguments":{"company":"fsa1.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":719743},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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