Financial Services Coordinator

1 week ago


Kettering, Ohio, United States Secure Future Advisors Full time
Job Description

We are seeking a highly organized and self-motivated individual to join our team as a Client Service Associate. In this role, you will interact with clients, custodians, carriers, manage client information, generate account paperwork, handle client service requests, and provide exceptional customer service to our clients.

Key Responsibilities
  • Organize, coordinate, and maintain client paperwork, including submitting applications and associated documents.
  • Interact with investment and insurance companies to establish new accounts and service existing ones.
  • Handle client service requests, including processing name and address changes, account applications, and bank authorizations.
  • Provide high-quality customer service and demonstrate creative problem-solving to resolve client issues.
Required Skills and Qualifications
  • Associate's Degree or equivalent experience.
  • Proficiency in Microsoft Office Suite (Word, Outlook, Excel, PowerPoint).
  • Customer or Client Service experience.


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