Financial Operations Specialist

Job description

Are you a detail-oriented professional who values structure, discipline, and delivering exceptional results? Do you thrive in a collaborative, client-first environment where follow-through and professionalism are key? If so, Secure Future Advisors invites you to consider joining our growing team as a Client Operations Specialist. As an independent retirement planning and financial services firm based in Kettering, OH, Secure Future Advisors is committed to providing innovative, conservative financial strategies tailored to our clients' needs. The Operations Specialist plays a vital role in maintaining our high standard of service by supporting client relationships, managing operational tasks, and ensuring smooth day-to-day functions of the office. Job Summary: The Client Operations Specialists are go-to resources, providing direction, expertise, and training in policies and custodial platform best practices. Essential Functions and Responsibilities: - Escalate, review, and respond to requests to process, review, or escalate urgent or complex items - Foster relationships with clients through initial & ongoing customer service and issue resolution - Serve as an internal training reso...