Client Services Associate

Client Services Associate

We are looking for a detail-oriented Client Services Associate to support individuals and families with insurance, billing, and property-related administrative needs in Cincinnati, Ohio. This position combines client service, bookkeeping coordination, and vendor management to help maintain organized financial records and dependable day-to-day support. The ideal candidate is comfortable balancing multiple priorities, communicating with a range of stakeholders, and handling sensitive information with professionalism.

Responsibilities:

• Coordinate annual health insurance renewal and enrollment activities for family clients, helping ensure timely submissions and accurate coverage selections.
• Partner with brokers to organize insurance options and support implementation of coverage strategies that align protection needs with cost efficiency.
• Administer bill payment activities for several clients by reviewing documentation, confirming accuracy, and ensuring payments are processed on schedule.
• Work alongside Accounts Payable and real estate support teams to monitor invoices, secure approvals, and maintain payment timelines.
• Arrange utility accounts and essential property services for newly acquired or established residences, and follow through to confirm billing begins correctly.
• Maintain regular communication with clients, vendors, brokers, and internal partners to resolve questions and keep service activities moving forward.
• Prepare, track, and organize financial and administrative records so documentation remains complete, accessible, and audit-ready.
• Handle private client and financial information with sound judgment, discretion, and a high standard of confidentiality.