Client Service Associate

16 hours ago

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

 

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).

 



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:https://securefutureadvisor.com/

  • Financial Services Coordinator

    1 week ago

    Kettering, Ohio, United States Secure Future Advisors Full time

    Job DescriptionWe 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...

  • Customer Relationship Associate

    2 weeks ago

    Kettering, Ohio, United States Secure Future Advisors Full time

    About the RoleThe Client Service Associate will play a vital role in supporting our firm's client relationships, gathering and analyzing client data, maintaining office tools, and handling client service requests. This position requires strong attention to detail, excellent communication skills, and the ability to multitask effectively.

  • Administrative Support Associate

    2 weeks ago

    Kettering, Ohio, United States Secure Future Advisors Full time

    About the PositionWe are looking for a talented Administrative Support Associate to join our team at Secure Future Advisors in Kettering, Ohio. This full-time role offers a competitive salary of $42,000 - $52,000 per year, depending on experience.ResponsibilitiesThe successful candidate will assist our team with administrative tasks, such as:Preparing and...

  • Financial Services Coordinator

    1 week ago

    Kettering, Ohio, United States Secure Future Advisors Full time

    Job DescriptionIn this role as a Client Service Associate, you will play a crucial part in supporting our firm's client relationships. This includes gathering and analyzing client data, maintaining office operations, and handling client service requests. You will interact with clients, custodians, and carriers, manage client information, generate account...

  • Client Support Specialist

    2 weeks ago

    Kettering, Ohio, United States Secure Future Advisors Full time

    Company OverviewSecure Future Advisors is an independent retirement planning and financial solutions company dedicated to providing clients with innovative and conservative approaches to investing their money. We are committed to delivering exceptional customer service and building lasting relationships.

  • Server Associate

    3 weeks ago

    Kettering, Ohio, United States Mitchells & Butlers Full time

    **About Us**Mitchells & Butlers is a renowned hospitality company that takes pride in delivering exceptional dining experiences to its customers.We are currently seeking a skilled Server Associate to join our team at Miller & Carter - Kettering. This is an exciting opportunity to be part of a dynamic and fast-paced environment where you will have the chance...

  • Traveling Associate Dentist

    3 weeks ago

    Kettering, United States Porter Dental & Braces - a Benevis company Full time

    Traveling Associate Dentist at Porter Dental & Braces - a Benevis company summary: As a Traveling Associate Dentist at Benevis, you will provide high-quality dental services to underserved families, primarily focusing on children and young adults. This role emphasizes teamwork and community involvement, allowing you to make a positive impact by creating...

  • Retirement Planning Assistant

    1 week ago

    Kettering, Ohio, United States Secure Future Advisors Full time

    Company ProfileSecure Future Advisors is a forward-thinking, independent retirement planning and financial solutions company. Our mission is to provide innovative and conservative approaches to investing clients' money. We pride ourselves on putting our clients' needs first and delivering exceptional customer service.About the PositionThis Client Service...

  • Part-Time Associate Dentist

    4 weeks ago

    Kettering, United States Pine Dentistry & Braces - a Benevis company Full time

    Part-Time Associate Dentist at Pine Dentistry & Braces - a Benevis company summary: The Part-Time Associate Dentist plays a crucial role in providing quality dental care primarily to children and young adults within underserved communities. This position involves collaborating with a dedicated team to create positive patient experiences and promote the...

  • Environmental Services Worker

    1 week ago

    Kettering, United States Kettering Health Full time

    Overview Kettering Health is a not-for-profit system of 13 medical centers and more than 120 outpatient facilities serving southwest Ohio. We are committed to transforming the health care experience with high-quality care for every stage of life. Our service-oriented mission is in action every day, whether it’s by providing care in our facilities,...

  • Environmental Services Worker II

    1 week ago

    Kettering, United States Kettering Health Full time

    Overview Kettering Health is a not-for-profit system of 13 medical centers and more than 120 outpatient facilities serving southwest Ohio. We are committed to transforming the health care experience with high-quality care for every stage of life. Our service-oriented mission is in action every day, whether it’s by providing care in our facilities,...

  • Consumer Banker II

    7 hours ago

    Kettering, United States First Financial Bancorp Full time

    We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as it continues to be written! If you are interested and qualified for this role, we invite you to apply. The Consumer Banker will work with existing FFB clients and prospect for new FFB clients to deepen client relationships by both booking...

  • Freelance CT Technologist for Imaging Services in Kettering, USA

    1 month ago

    Kettering, Ohio, United States beBee Professionals Full time $55,000 - $75,000

    We are seeking a skilled Freelance CT Technologist to provide imaging services at various healthcare facilities in Kettering, United States.OverviewAs a Freelance CT Technologist, you will have the opportunity to gain experience in multiple settings while ensuring quality patient care.Estimated Salary:$85,000 - $110,000 per year, depending on experience and...

  • Traveling Speech Therapist

    1 month ago

    Kettering, Ohio, United States HealthCare Support Full time

    About the PositionWe are seeking a skilled Speech Language Pathologist to join our team in Kettering, Ohio.Job SummaryThis is a travel assignment for a Speech Language Pathologist with a 13-week duration. The ideal candidate will have experience working in therapy and hold a valid SLP license.Key ResponsibilitiesProvide speech-language pathology services to...

  • Technical Expert Associate

    2 weeks ago

    Kettering, Ohio, United States Strategic Systems Full time

    Job SummaryStrategic Systems is seeking an experienced Technical Support Specialist II to join our team. This is a contract-to-hire opportunity that requires strong customer service and documentation skills.The successful candidate will have 2-5 years of industry experience, with a proven track record of troubleshooting and resolving basic network problems....

  • Enterprise Support Specialist

    2 weeks ago

    Kettering, Ohio, United States Strategic Systems Full time

    Job TitleTechnical Support Specialist II - Contract to HireSalary: $80,000 - $110,000 per annum, depending on experience.Company OverviewStrategic Systems is a global investment bank and advisory firm specializing in corporate finance, transaction advisory, valuation, financial disputes, claims, and investigations.Job DescriptionWe are seeking an experienced...

  • Social Worker I

    3 days ago

    Kettering, United States Kettering Health Full time

    Overview Kettering Health is a not-for-profit system of 13 medical centers and more than 120 outpatient facilities serving southwest Ohio. We are committed to transforming the health care experience with high-quality care for every stage of life. Our service-oriented mission is in action every day, whether it’s by providing care in our facilities,...

  • Travel Certified Occupational Therapy Assistant

    5 hours ago

    Kettering, United States MedPro Healthcare Allied Staffing Full time

    MedPro Healthcare Allied Staffing is seeking a travel Certified Occupational Therapy Assistant for a travel job in Bowie, Maryland. Job Description & Requirements Specialty: Certified Occupational Therapy Assistant Discipline: Therapy Start Date: 01/27/2025 Duration: 13 weeks 40 hours per week Shift: 8 hours, days Employment Type: Travel MedPro Healthcare...

  • Senior Systems Analyst

    2 months ago

    Kettering, United States Datum Technologies Group Full time

    SENIOR SYSTEMS ANALYST Work location: Combination of teleworking from home and an on-site facility in Kettering Ohio. Datum Technologies Group Government Solutions (Client) team is currently looking to hire highly motivated, energetic, self-starter to join our team as a Senior Systems Analyst. Systems Overview: You will be providing technical...

  • Caregiver - Weekend Shifts

    4 weeks ago

    Kettering, United States Home Care Assistance of Dayton Full time

    Home Care Assistance is looking for a Caregiver/Home Health Aide to join our growing team! We are the leading in-home care provider for seniors and other adults that require a helping hand or companionship in their home.Recently named one of Dayton's Best Places to Work!Job Benefits:Competitive pay starting at $14.20 - $15.50/hr.24/7 Office...