Client Services Associate – Join a Highly Rated, Privately Held Financial Services Firm!
$60,000–$65,000 year
On-site · Seven Hills, Ohio, United States
Job Summary
Client Services Associate to support the investment team with administrative tasks, client communications, and account-related processing. Responsibilities include developing knowledge of client accounts, acting as a primary contact for client communications via phone and email, processing new account openings with digital tools (e-signature), coordinating account transfers and maintenance requests, drafting correspondence and documentation for clients and financial institutions, processing financial transactions (ACH, wires), maintaining CRM records with high accuracy, liaising between internal teams and external financial institutions, and assisting with preparation and distribution of client materials including quarterly reports. Requires 2+ years of client-facing administrative experience in wealth management/financial services/banking or CPA firms, CRM experience (e.g., Salesforce, HubSpot, Microsoft Dynamics), and onsite work capability.
Required Qualifications
- 2+ years of client-facing administrative or office support experience
- Experience within wealth management, financial services, banking, or a CPA firm
- Experience utilizing CRM systems (e.g. Salesforce, HubSpot, Microsoft Dynamics)
- Ability to work onsite
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