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Client Relationship Manager Customer Service Rep

Wealth Client Concierge & Service Associate

Job in Beachwood, Cuyahoga County, Ohio, 44122, USA
Listing for: Stratos
Full Time position
Listed on 2026-02-19
Job specializations:
  • Customer Service/HelpDesk
    Client Relationship Manager, Customer Service Rep
Salary/Wage Range or Industry Benchmark: 50000 - 70000 USD Yearly USD 50000.00 70000.00 YEAR
Job Description & How to Apply Below
A financial advisory firm in Beachwood, OH is seeking a Client Service Associate to manage client inquiries and provide exceptional service. The ideal candidate should have over 3 years of experience in client service roles, particularly in financial services, and possess strong communication and organizational skills. Responsibilities include overseeing account openings, responding to client inquiries, and supporting operational tasks to enhance client satisfaction.

This role offers a chance to work in a supportive and proactive environment.
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Position Requirements
10+ Years work experience
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