Client Service Associate
$65,000–$75,000 year
HybridCincinnati, Ohio, United States
Job Summary
Greet clients in-person, by phone, email, or video call, and research inquiries to resolve service requests and operational issues. Prepare and process account paperwork, including transfers, distributions, and beneficiary updates, while monitoring transactions to ensure accuracy. Maintain client records in Redtail CRM and collaborate with advisors to prepare for meetings by gathering reports and organizing materials. Coordinate post-meeting follow-ups, manage advisor calendars, schedule meetings, and handle travel arrangements. Track advisor continuing education requirements, organize client appreciation events, and identify process improvements to enhance efficiency.
Required Qualifications
- Bachelor's degree highly preferred, or equivalent work experience
- 2+ years of progressive experience in wealth management highly preferred
- Exceptional interpersonal, written, and verbal communication skills with a client-first mindset and the ability to navigate sensitive situations professionally
- Strong organizational, time management, and prioritization skills with the ability to manage multiple responsibilities and deadlines in a fast-paced environment
- Outstanding attention to detail with the ability to follow established processes while maintaining accuracy and consistency
- A proactive, self-directed approach with exceptional follow through and a commitment to seeing tasks through to completion
- Adaptable and resourceful with the ability to adjust priorities as client needs and business demands evolve
- A collaborative team player who enjoys learning, welcomes feedback, and thrives in a mentoring environment
- Positive attitude, professionalism, and a strong work ethic with a desire to continuously learn and grow
- Ability to maintain confidentiality and adhere to regulatory, compliance, and client privacy requirements
Desired Qualifications
- Knowledge of industry-specific software preferred
- familiarity with Redtail, eMoney, Wealthscape, Albridge, Envestnet is a plus
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.