Location: Dayton,OH, USA
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.
Scroll down to find an indepth overview of this job, and what is expected of candidates Make an application by clicking on the Apply button.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 & RESPONSIBILITIESPhysical 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
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