Client Service Associate

Client Service Associate

Stratos Wealth Partners – Beachwood, OH

We are a Beachwood, OH-based, independent wealth management practice affiliated with Stratos Wealth Partners. We are committed to guiding individuals and families across the country with clarity, purpose, and confidence. We believe deeply in helping clients become thoughtful stewards of their wealth—pairing disciplined financial planning with a relationship‑driven service experience grounded in trust, integrity, and genuine care.

Every interaction with our clients is an opportunity to reinforce what we value most: long‑term relationships built on attentive service, proactive communication, and a steadfast commitment to their financial well‑being. Serving our clients is not just a responsibility—it’s a privilege.

We are seeking an exceptional Client Service Associate who brings warmth, professionalism, and a passion for delivering a concierge‑level client experience.

Day-to-day responsibilities include managing client service inquiries and supporting operational tasks to provide an elevated experience and high level of service to our clients. We are searching for someone with a positive, upbeat attitude with strong interpersonal, communication and organizational skills, who can help us exceed our clients' expectations.

• Respond to client inquiries promptly, providing guidance on account-related matters and addressing service requests.
• Contribute to the development and execution of client service standards resulting in client retention and satisfaction
• Conduct proactive client outreach to schedule and confirm upcoming meetings or follow-ups.
• Own the client recognition process including sending birthday cards, anniversary cards and other client event communication.

• Oversee the account opening process for new clients, including preparation and submission of required documents.
• Perform account maintenance tasks such as updating client information, managing beneficiary changes, and processing service requests.
• Work closely with custodians and internal teams to address and resolve account-related issues.

• Contribute to the development and execution of client service standards that drive retention and satisfaction.
• Maintain accurate client records in the CRM and ensure all account-related documentation is up to date.
• Manage the scheduling and firm-wide calendar of associated financial advisors, including pro-active reach outs to schedule and confirm upcoming client reviews or follow ups
• Support office supply needs including inventory management
• Collaborate with the team on process improvements to streamline account servicing and client interactions.

• 3+ years of client service experience, ideally in the financial services industry directly supporting financial advisors or another high-touch client service role.
• Superior verbal and written communication skills—friendly and helpful in all interactions, whether on the phone, in person, or via email.
• Genuine interest in delivering exceptional service and fostering client relationships.
• Strong attention to detail and accuracy, especially in handling account documents and processes.
• Excellent technology skills, including experience with Word, Excel, Outlook and strong familiarity with a CRM tool