<p>We are looking for a Client Service Associate to join our team in Sylvania, Ohio. In this role, you will provide vital support, ensuring seamless operations and delivering outstanding service to our clients. This position requires a proactive approach to managing tasks, maintaining compliance, and fostering strong relationships with both clients and team members.</p><p><br></p><p>Responsibilities:</p><p>• Address client inquiries promptly, resolve issues efficiently, and nurture client relationships to ensure high satisfaction levels.</p><p>• Organize and prioritize multiple tasks and processes, guaranteeing accuracy and timely completion.</p><p>• Prepare, maintain, and update client documentation, records, and reports while adhering to regulatory and compliance standards.</p><p>• Coordinate communication between clients and the Relationship Manager, including scheduling meetings and facilitating correspondence.</p><p>• Assist with account management tasks such as opening and closing accounts, updating client information, and processing transactions accurately.</p><p>• Generate and distribute regular reports on account activity, performance metrics, and other client-related data.</p><p>• Ensure all actions and processes comply with company policies, industry regulations, and legal standards.</p><p>• Collaborate with the Relationship Manager and team members to support company goals and drive success.</p><p>• Actively participate in meetings with Financial Advisors and the Relationship Manager to enhance understanding and take on additional responsibilities.</p><p>• Contribute to process improvements and procedural enhancements to optimize efficiency and productivity.</p>
We are looking for a detail-oriented Benefits Administrator to join our team in Troy, Michigan. This role involves managing administrative tasks related to client services and benefits coordination while maintaining a high standard of attention to detail. The ideal candidate will bring strong organizational skills, adaptability, and a customer-focused approach to support daily operations effectively.<br><br>Responsibilities:<br>• Organize and manage schedules, service requests, and follow-up tasks with precision.<br>• Draft and distribute client correspondence, updates, and essential documents.<br>• Maintain accurate records, files, and logs to ensure seamless operations.<br>• Perform administrative tasks such as data entry, scanning, and document management.<br>• Collaborate with team members to address client needs and deliver excellent service.<br>• Prioritize and manage multiple tasks in a fast-paced environment.<br>• Assist with special administrative projects to support leadership.<br>• Provide exceptional customer service through clear communication and responsiveness.