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Client Services Associate | Wealth Management Support
Job in
Hudson, Summit County, Ohio, 44236, USA
Listed on 2026-05-24
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
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.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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