Financial Services Client Experience Specialist
Job in
Cincinnati, Hamilton County, Ohio, 45208, USA
Listed on 2026-08-11
Listing for:
Advisor Talent Solutions
Full Time
position Listed on 2026-08-11
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Office Administrator/ Coordinator -
Administrative/Clerical
Office Administrator/ Coordinator
Job Description & How to Apply Below
Advisor Talent Solutions is seeking a Client Service Associate in Cincinnati, OH to provide high-touch client service and administrative support. You will welcome clients, answer calls, maintain a polished reception, and prepare meeting spaces while assisting advisors with a seamless client experience.
The role requires 1+ years in a professional office, strong communication, and proficiency with Microsoft Office and Redtail CRM.
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