Financial Client Service Associate
Job in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-05-24
Listing for:
AREA TEMPS, INC.
Full Time
position Listed on 2026-05-24
Job specializations:
-
Customer Service/HelpDesk
Customer Service Rep, Bilingual, Office Administrator/ Coordinator
Job Description & How to Apply Below
A financial organizational is seeking a Client Service Associate to join their team.
You will work between 30 to 40 hours each week.
- Schedule meetings
- Complete and send paperwork via Docu Sign, email, andUSPS
- Complete money movement transactions for clients
- Minor maintenance in our CRM
- Light marketing posting; eventually become our website andSales
Force onboarding administrator/trainer - Perform other office duties as assigned
Position Requirements
10+ Years
work experience
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