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Client Services Associate | Wealth Management Support

Job in Hudson, Summit County, Ohio, 44236, USA
Listing for: Broadleaf Partners, LLC
Full Time position
Listed on 2026-05-24
Job specializations:
  • Customer Service/HelpDesk
    HelpDesk/Support, Client Relationship Manager, Office Administrator/ Coordinator, Customer Service Rep
Salary/Wage Range or Industry Benchmark: 60000 USD Yearly USD 60000.00 YEAR
Job Description & How to Apply Below

Broadleaf Partners, LLC in Hudson, Ohio is looking for a Client Services Associate to support team members and clients. This role involves handling complex client support functions and assisting with account documentation and workflow.

The ideal candidate will have over 2 years of experience in the wealth management sector, possess strong communication skills, and be detail-oriented. A proactive approach and proficiency in Microsoft Office are essential for success in this position.

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Position Requirements
10+ Years work experience
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