We are seeking a Client Services Associate with strong customer service skills and experience in a professional office environment. This role supports our advisors and clients by ensuring smooth operations, clear communication, and a welcoming, organized atmosphere.
Key Responsibilities
-Greet clients and provide an exceptional in‑office and phone experience
-Support advisors with client meeting preparation, follow‑up, and documentation
-Maintain accurate client records and assist with paperwork processing
-Manage scheduling, appointment reminders, and client communications
-Assist with workshop/event coordination and follow‑up
-Uphold firm standards of professionalism, confidentiality, and client care
Qualification-
-Prior experience in financial services, insurance, banking, or a professional office setting preferred
-Strong customer service and communication skills
-Detail‑oriented with excellent organizational habits
-Comfortable learning new systems and following established processes
- Professional demeanor and ability to work well in a team environment
-High level of integrity and commitment to fiduciary standards
What We Offer
-A supportive, professional work environment
-Opportunities for growth and training
-The chance to make a meaningful impact in clients’ financial lives
How to Apply
Please submit your resume and a brief cover letter explaining why you’d be a great fit for our team.
About Us
Secured Financial Solutions is a fiduciary financial firm committed to helping clients Retire Safe, Smart, and Secure. We pride ourselves on delivering transparent guidance, exceptional service, and a client experience built on trust and professionalism. As we continue to grow, we’re looking for a dedicated team member who shares our values and passion for serving clients at the highest level.
Principals only. Recruiters, please don't contact this job poster.