Client Service Associate - Canton​/Cleveland, OH

• Role:
  
  - Client Service Associate – Wealth Management
• Location:
  
  - United States (On-site / Office-based, depending on assignment)
• 
  
  Employment Type :
  
  -Full-Time, Permanent

Base salary ranges from USD 47,000 to USD 78,000 per year
, depending on geographic location, skills, experience, and job-related qualifications.

Additional incentive compensation and benefits may be available, subject to applicable program rules and performance criteria.

We are seeking a Client Service Associate to support wealth management advisors by delivering high-quality client service and administrative support. The role focuses on client relationship management, operational accuracy, and coordination across internal teams to ensure a strong client experience.

• Build and maintain strong client relationships to support long-term retention
• Manage new client onboarding and implementation processes
• Coordinate client activities with advisors and internal team members
• Maintain accurate client paper and electronic records in a timely manner
• Compile quarterly asset values for billing, invoicing, journals, transfers, annuity fees, commission fees, and consulting fee collections
• Perform daily administrative office functions, including scheduling appointments, coordinating meetings, and supporting office operations
• Assist with accounts payable and receivable activities as needed
• Understand client business and financial needs and help identify appropriate value-added services
• Review assigned activities to ensure proper controls and accuracy
• Participate in internal meetings, training sessions, and professional development opportunities
• Perform additional duties as assigned

• High school diploma required; bachelor’s degree preferred
• Prior experience in financial services or a relevant internship
• Wealth management experience is an advantage
• Proficiency with Microsoft Office Suite and CRM platforms (e.g., Salesforce, Redtail)
• Experience with financial planning software is a plus
• Strong attention to detail and ability to manage multiple priorities
• Excellent written and verbal communication skills
• Client-focused mindset with a proactive service approach
• Strong organizational and analytical skills
• Ability to work effectively in a collaborative team environment

We offer a collaborative, inclusive workplace that supports professional development, teamwork, and work-life balance.