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Wealth Advisory Client Service Specialist

Job in Avon, Lorain County, Ohio, 44011, USA
Listing for: H Cap Connect, LLC
Full Time position
Listed on 2026-01-04
Job specializations:
  • Administrative/Clerical
Job Description & How to Apply Below
A financial advisory firm in Avon, Ohio is seeking a dependable Client Service Associate to support the lead advisor and team with administrative and client interactions. Responsibilities include managing day-to-day operations, scheduling meetings, and maintaining client records. Ideal candidates will have strong organizational skills and experience in a professional services office. Competitive salary and benefits are offered.
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