Client Service Associate
4 weeks ago
Are you a structured, disciplined, and skillful individual who approaches and completes work with strong attention to detail and follow-through? Do you enjoy a culture and philosophy that puts the needs of clients first? Are you professional, personable, and self-motivated? Secure Future Advisors is looking for someone who possesses these skills to join their team as a Client Service Associate. The Client Service Associate will support the firm in all facets of client relationships, by gathering and analyzing client data, maintaining the office and various technical tools, as well as handling client service requests. This position will interact with clients, custodians, carriers, manage client information, generate account paperwork and service forms, handle client service requests, and provide exceptional customer service to Secure Future Advisors clients. Secure Future Advisors is an independent retirement planning and financial solutions company, located in Kettering, Ohio, dedicated to providing their clients with an innovative and conservative approach to investing their money. The Client Service Associate will be an integral member of the Secure Future Advisors family, and will require an entrepreneurial mindset, prosperity conscious attitude, strong attention to detail, and ability to multi-task on a regular basis. This is a unique opportunity to learn and develop professionally as the firm continues to grow. ESSENTIAL DUTIES & RESPONSIBILITIES Organize, coordinate, and maintain client paperwork, including the submission of applications and associated paperwork. Interact with investment and insurance companies to establish new accounts and service existing accounts. Handle client service requests including processing name and address changes, account applications and bank authorizations, answering client questions via telephone, e-mail, and face to face. Provide high quality customer service and demonstrate creative problem solving to resolve client issues. Assist with answering phone calls, scheduling client appointments, and performing general administration and support functions for the office. Prepare and send client correspondence, manage client files, process RMDs, maintain the internal calendar. CORE COMPETENCIES Keen attention to detail, accuracy, thoroughness, and follow-through. Excellent written and verbal communication skills. Strong interpersonal skills with ability to build and develop lasting relationships. Self-motivated with ability to take initiative and work independently, as well as collaborate in a team environment. Proactive, positive, and can-do attitude. Problem solving and analytical skills. Strong organization and time management skills, with ability to multi-task and prioritize tasks. REQUIRED Experience and Education: Associate’s Degree. Proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint). Customer or Client Service experience. A humble, smart, and hungry attitude. A professional attitude and demeanor. Internally motivated (batteries included). PREFERRED EXPERIENCE Experience in the Financial Services industry, ideally within client service, new account paperwork, financial planning, tax strategies, retirement planning, Social Security, Medicare guidance, insurance options, and/or estate planning. Familiarity with Redtail, Outlook, Bookings, Laserapp, QuickBooks, Constant Contact, ShareFile. Life & Health License, SIE, Series 7, Series 66, or willingness to obtain within 1-2 years. Physical Demands: This is a largely sedentary role, and it may involve repetitive motions in the hands/wrists as this role is dependent on consistent computer use during the workday. Position Type and Expected Hours: This is a full-time position. Days and typical hours of work are Monday through Friday, 8:30am – 4:30pm. Occasional evenings are required to assist with client events and webinars. No required weekends. Benefits: Company contributions toward health insurance premium, Company sponsored retirement plan with matching contributions, Paid Time Off, Holidays. Learn more about us on our website: Secure Future Advisors #J-18808-Ljbffr
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Client Service Associate
3 months ago
Dayton, United States Gilder Search Group Full timeAre you a structured, disciplined, and skillful individual who approaches and completes work with strong attention to detail and follow-through? Do you enjoy a culture and philosophy that puts the needs of clients first? Are you professional, personable, and self-motivated? Secure Future Advisors is looking for someone who possesses these skills to join...
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Client Service Representative
2 weeks ago
Dayton, Ohio, United States Valmark Securities Full timeClient Service AssociateWe are seeking a highly skilled and detail-oriented Client Service Associate to join our team at Secure Future Advisors. As a Client Service Associate, you will play a critical role in supporting our clients and ensuring their needs are met with exceptional service.Key Responsibilities:Organize and maintain client paperwork, including...
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Client Service Representative
3 weeks ago
Dayton, Ohio, United States Valmark Securities Full timeClient Service AssociateWe are seeking a highly organized and detail-oriented Client Service Associate to join our team at Secure Future Advisors. As a Client Service Associate, you will play a critical role in supporting our clients and ensuring their needs are met with exceptional service.Key Responsibilities:Organize and maintain client paperwork,...
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Client Service Representative
4 months ago
Dayton, United States Banfield Full timeThe Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets), ensures good communication with associates and clien Client Service, Representative, Service, Animal Care, Retail, Client
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Client Services Coordinator
4 weeks ago
Dayton, Ohio, United States Community Medical Services Full timeJob Title: Client Services CoordinatorJob Summary:We are seeking a highly organized and detail-oriented Client Services Coordinator to join our team at Community Medical Services. As a Client Services Coordinator, you will be the first point of contact for clients and visitors, providing a warm and welcoming experience. You will be responsible for...
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Client Services Coordinator
1 week ago
Dayton, Ohio, United States Community Medical Services Full timeJob Summary:Community Medical Services is seeking a skilled Client Services Coordinator to join our team. As the face of our clinic, you will be responsible for greeting clients and visitors in a professional, pleasant, and trauma-informed manner. Your role will involve coordinating various aspects of a client's care, including scheduling provider...
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Client Services Manager
3 weeks ago
Dayton, United States Senior Helpers of Dayton Full timeCompany DescriptionSenior Helpers is the nation's premier provider of in-home senior services ranging from specialized care for those with diseases, such as dementia, Alzheimer's and Parkinson's, to personal and companion care to help individuals looking for a little assistance with daily activities. Founded in 2002 with a vision to help seniors age with...
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Client Services Manager
3 weeks ago
Dayton, United States Senior Helpers of Dayton Full timeCompany DescriptionSenior Helpers is the nation's premier provider of in-home senior services ranging from specialized care for those with diseases, such as dementia, Alzheimer's and Parkinson's, to personal and companion care to help individuals looking for a little assistance with daily activities. Founded in 2002 with a vision to help seniors age with...
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Client Service Representative
2 weeks ago
Dayton, Ohio, United States VCA Animal Hospitals Full timeAbout the RoleWe are seeking a highly skilled and personable Client Service Representative to join our team at VCA Animal Hospitals. As the face of our practice, you will be responsible for delivering exceptional customer service and ensuring that every pet owner has a positive experience with our hospital.Key ResponsibilitiesProvide exceptional customer...
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Client Services Coordinator
2 weeks ago
Dayton, Ohio, United States Community Medical Services Full timeOverviewCommunity Medical Services is seeking a Client Services Coordinator to join our team. This role is responsible for providing exceptional customer service to clients and visitors, ensuring a welcoming and professional environment.ResponsibilitiesGreet and attend to clients in person and over the phoneManage patient flow in a fast-paced...
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Client Service Representative
2 weeks ago
Dayton, Ohio, United States VCA Animal Hospitals Full timeClient Service RepresentativeWe are seeking a highly skilled and personable Client Service Representative to join our team at VCA Animal Hospitals.Key Responsibilities:Provide exceptional customer service to clients and their petsSchedule and confirm appointmentsPlace outbound calls for follow-ups and prospective clientsPresent and explain fees, including...
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Client Service Representative
3 weeks ago
Dayton, Ohio, United States Stratos Wealth Partners Full timeJob OverviewA leading financial planning and asset management firm, Stratos Wealth Partners, is seeking a highly skilled and motivated individual to join their team as a Client Concierge. This role is responsible for providing exceptional client service and support to ensure a high level of satisfaction and loyalty.Key ResponsibilitiesAssist with marketing...
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Dayton, Ohio, United States LJB Full timeLJB Inc. is a national engineering firm that provides civil and structural engineering, as well as geospatial, safety and environmental services. Our diverse expertise, client base, and geographies have enabled us to serve clients in all 50 U.S. states and several countries. At LJB, we think bigger and are committed to improving the quality of life for our...
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Insurance Client Service Representative
2 weeks ago
Dayton, Ohio, United States Marsh LLC Full timeAbout Marsh McLennan Agency MidwestMarsh McLennan Agency's Midwest Region is a full-service brokerage providing business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. MMA Midwest is consistently recognized as a top workplace, attracting and retaining its insurance talent by...
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Senior Client Service Representative
1 month ago
Dayton, Ohio, United States Marsh LLC Full timeAbout Marsh McLennan Agency MidwestMarsh McLennan Agency's Midwest Region is a leading provider of business insurance, employee benefits, and private client insurance solutions. Our team of experts is dedicated to delivering exceptional service and tailored solutions to businesses and individuals across the country.The Senior Client Service Representative is...
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Client Relationship Specialist
2 months ago
Dayton, Ohio, United States Valmark Financial Group Full timeJob OverviewAre you a detail-oriented and disciplined professional who thrives in a client-centric environment? Valmark Financial Group is seeking a Client Service Associate who embodies professionalism, approachability, and self-motivation.The Client Service Associate will play a vital role in enhancing client relationships by collecting and evaluating...
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Insurance Client Service Representative
2 weeks ago
Dayton, Ohio, United States Marsh LLC Full timeAbout Marsh McLennan Agency MidwestMarsh McLennan Agency's Midwest Region is a leading provider of business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. Our agency is consistently recognized as a top workplace, attracting and retaining top talent by rewarding expertise and...
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Insurance Client Service Specialist
2 weeks ago
Dayton, Ohio, United States Marsh LLC Full timeAbout Marsh McLennan Agency MidwestMarsh McLennan Agency's Midwest Region is a leading provider of business insurance, employee benefits, private client insurance, and retirement services to businesses and individuals across the country. Our team is dedicated to delivering exceptional client service and creating measurable value and efficiencies in our...
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Senior Client Service Representative
1 month ago
Dayton, Ohio, United States Marsh LLC Full timeAbout Marsh McLennan Agency MidwestMarsh McLennan Agency's Midwest Region is a leading provider of business insurance, employee benefits, and risk management solutions. Our team of experts is dedicated to delivering exceptional service and support to businesses and individuals across the country.The Senior Client Service Representative plays a critical role...
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Dayton, Ohio, United States VCA Animal Hospitals Full timeWe are seeking a highly skilled and personable Client Service Representative to join our team at VCA Animal Hospitals. Our mission is to provide exceptional service to our clients and their pets, and we are looking for a professional who shares our commitment to excellence.The Client Service Representative is the face of VCA, responsible for building and...
