Secure Financial Services, Inc · 1 day ago
Financial Planning Client Care Specialist
Troy, MI
Full-time
Onsite
Entry Level
$50K/yr - $70K/yr
1+ years expSecure Financial Group is seeking a Financial Planning Client Care Specialist to provide exceptional client service and support. The role involves onboarding new clients, servicing existing accounts, and ensuring a superior customer experience through effective communication and administrative support.
ConsultingFinancial ServicesLegal
Responsibilities
New account set-up, processing custodian service request, money movement, correspondence processing, and overall operation team administrative functions
Validate advisor-carrier contracting prior to application submission
Organizes and prioritizes workload to ensure applications are reviewed and sent to the carrier within service level commitment
Maintain internal processing database to document work activity
Works within our client management system to keep the team updated on progress
Engages in frequent communication with our partners
Provides a superior customer experience
Ensure the department work is processed with accuracy, timeliness, and completeness
Qualification
Required
1 – 3 years of real life experience serving financial planning clients
Excellent written and oral communication skills
Strong follow through and sense of urgency
Strong relationship building skills
Problem solving skills
Handles multiple tasks easily and in an orderly fashion
Demonstrates ownership of their work & the overall process
Team player
Willingness to learn and complete various functions within Operations as assigned
Microsoft proficient
Benefits
401(k)
Health insurance
Paid time off
Company
Secure Financial Services, Inc
Secure Financial Services, Inc.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
James Bushey
Founder/CEO
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