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Client Services Associate — Financial Services, WLB
Job in
Akron, Summit County, Ohio, 44329, USA
Listed on 2026-07-20
Listing for:
#twiceasnice Recruiting
Full Time
position Listed on 2026-07-20
Job specializations:
-
Customer Service/HelpDesk
Bank Customer Service -
Finance & Banking
Bank Customer Service
Job Description & How to Apply Below
twiceasnice Recruiting is assisting a privately held financial services firm near Seven Hills, OH in hiring a Client Services Associate. The role is full-time with typical hours Monday–Friday, 8:30 am–5:00 pm, offering a collaborative, client-focused environment and opportunities for growth within the investment team.
Responsibilities include managing client communications, account openings, transfers, and maintaining CRM records, with a strong emphasis on accuracy and service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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