Customer Service Specialist

Are you a self-starter with a positive attitude who strives for excellence, manages multiple tasks, takes initiative, and works well with all types of people? We are looking for someone to grow with our office!

Secure Path Advisory Group is seeking the right person to complement our wealth management firm in Columbus, OH. This is a full-time, 37.5 hours a week position with full benefits.

This position requires an articulate, hard-working candidate with a strong capacity to handle varying work tasks with a proactive approach. We desire someone who is self-sufficient, detail-oriented, organized and efficient. They should be driven to develop a strong working relationship with our financial advisors, support team and clients.

You will be responsible for client service work, meeting preparation and answering phones.

Skills Required

• Excellent phone skills

• Excellent written and verbal communication skills

• Strong attention to detail

• Excellent client service skills

• Good technology and computer skills (Word, Excel, Power Point, etc)

• Ability to multi-task and adjust priorities

• Great attitude

• Exceptional work ethic

• Ability to work independently and as part of a team that strives to create a sense of family

• Commitment to excellence

Essential Duties and Responsibilities

• Administer our client process including but not limited to:

  • Prepare, organize, coordinate, and maintain client paperwork

  • Prepare documents necessary for client meetings.

  • Assist with vendor communication including package delivery and preparing outgoing mail items

  • Record notes in our client management system, complete and assign tasks and assist in creating a follow-up plan

  • Process changes to any address, phone, email and bank information

  • Generate paperwork for service work requests for existing accounts.

  • Process and record all transactions on appropriate logs

  • Set up and maintain compliant client files

  • Communicate necessary follow up with financial advisors and clients

  • Update and maintain client management system

• Submit compliance submissions to the Broker-dealer and track to completion.

• Enter data in AMS system for commission payouts

• Maintain a clean and orderly office environment

• Interact with a wide variety of companies to obtain needed information or request that certain actions be taken and follow up to ensure processes are completed in a timely manner

• Obtain working industry knowledge and overall familiarity with relevant internal and Broker-Dealer resources

• Answer phones, greet clients and handle incoming mail.

Periodic Duties and Responsibilities

• Be available for other projects as needed

• Cross train with other team members to back up other operational duties as needed

Education and Experience

• High School Diploma or equivalent

• Experience working in an office environment

• Customer Service Experience required.

Why us?

Secure Path offers the strength of a national brand with the heart of a local agency. We foster a culture of trust, collaboration, and professional growth.

You’ll enjoy:

• A people-first culture that values work-life balance

• Ongoing training and career development opportunities including paid license renewal and continuing education

• The tools and support you need to succeed

• The chance to work with reputable carriers and a diverse book of business

• Recognition and rewards

• Attractive Benefits package, including 401k and wellness program that allow you to earn dollars toward your HSA account

• Vision, Dental, HSA/FSA, & Life Insurance

• Paid time off (vacation & sick time)

Ready to make your next move?

Apply today and help us continue delivering excellent service to clients.

As a national company, the Leavitt Group is one of the largest privately-held insurance agency brokerage in the nation, with over 275 locations across 27 states. We broker commercial and personal lines insurance which manages the risk for individuals and businesses. The agency is appointed with the top insurance markets and enjoys exclusive representation with multiple insurance companies. We are always looking for talented individuals who want to further their career and grow with us.

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