Client Service Associate

Client Service Associate – Columbus OH

Our client is seeking a Client Service Associate to assist their Sr. Advisors. This role values collaboration and great communication, creative problem‑solving, passion for learning and offers autonomy for motivated individuals.

• Communication with clients via telephone, email, and in-person to address their needs, answering their questions and concerns in a timely, informative, and professional manner.
• Develop expertise in account opening, money movement, account linking, investment strategy implementation, and other client service‑related tasks.
• Perform basic administrative and clerical duties, including compiling and updating necessary documents, organizing portfolio reviews, obtaining and processing all client information, and updating the CRM.
• Onboard and prioritize new clients.
• Demonstrate expert knowledge of the products and services offered.
• Ensure compliance with specifications and regulations and work according to set standards and operating procedures.
• Collaborate with internal teammates, third‑party resource partners, and custodians for efficient and thorough client planning.
• Seek assistance and report challenges to upper management.

• 5+ years in financial services, preferably in Private Client Wealth Management, and/or RIA firms.
• Bachelor’s degree in financial services, and/or relevant field.
• Previous experience with Schwab or Fidelity is required.
• Desire to work in a fast‑paced, entrepreneurial, team‑focused, and results‑oriented environment.
• Experience in a client‑facing role, proficiency with onboarding new relationships, and ongoing servicing of client relationships a plus.
• Strong orientation to technology with the ability to learn quickly and work with various platforms.
• Detail‑oriented and sound organizational skills, with strong oral and written communication skills.
• Comfortable working independently and directly with other members to support Senior Advisors and focus on the growth of the business and results for the clients.