Client Service Associate

A large securities firm and investment banking client is hiring a Registered Client Associate to join their team in Cleveland, Ohio. The role supports Financial Advisors and senior management and requires a license.

• Provide sales and administrative support to customers and Financial Advisors
• Maintain client account information and assist Financial Advisors with special projects as needed
• Coordinate and prepare for client review meetings and set up new accounts
• Organize and maintain calendar and meeting schedule
• Process invoices, check requests, and expense reports
• Research and arrange detailed travel plans: prepare travel itineraries and compile all documents and information needed for travel and appointments
• Interact with customers both in person and on the phone
• Prepare correspondence, presentations, and reports
• Follow up on deadline‑driven tasks and issues
• Answer phones and take detailed, accurate messages
• Maintain files and documents
• Perform other duties and tasks as assigned and required

• Bachelor's Degree from an accredited university
• FINRA Series 7 AND 66 OR Series 7 and 63 & 65 are required
• 3+ years broker/dealer sales support experience preferred
• Strong commitment to customer service
• Basic/working knowledge of general office procedures and equipment (multi‑line phones, FAX, computer and keyboard skills)

Salary of $55,000 - $75,000 annually + benefits

Mid‑Senior level

Contract

Business Development

Staffing and Recruiting