Client Services Associate - Rated, Privately Held Financial Services Firm

Position: Client Services Associate - Join a Highly Rated, Privately Held Financial Services Firm!
Client Services Associate - Join a Highly Rated, Privately Held Financial Services Firm!
Location:
Near Seven Hills, OH
Salary: $60,000-$65,000
Benefits:
Medical, Dental, Vision, Life, PTO, Holidays, Profit-Sharing
Start Date: ASAP
Job Type: Full-Time
Typical

Hours:

M-F, 8:30 am - 5:00 pm (some flexibility); Great Work/Life Balance!

Client Services Associate (Financial Services, Banking, or CPA Firm exp. req.) Description

Our client, a privately held financial services firm, is looking for a Client Services Associate to join their team near Seven Hills, OH. With a Glassdoor rating above 4.5 and consistent recognition for workplace culture, this is an excellent opportunity for someone who brings a thoughtful, organized approach and thrives in a collaborative, client-focused, and evolving environment. In this position, you'll support their investment team with a mix of administrative work, client communication, and account-related tasks.

What Makes this Opportunity Stand Out?

A culture that's backed by results.

While they are a financial services firm, their mission is deeply rooted in service, balancing strong performance with a genuine commitment to doing right by both clients and employees. Leadership shared that this office has never experienced voluntary turnover. Employees who have moved on from this position have done so through internal promotions rather than leaving the organization for outside opportunities.

For candidates seeking stability, growth, and a collaborative team environment where people tend to stay and build long-term careers, that's a powerful differentiator.

Client Services Associate (Financial Services, Banking, or CPA Firm exp. req.) Responsibilities

• Develop and maintain a working knowledge of client accounts

• Act as a point of contact for client communications via phone and email

• Prepare and process new account openings using digital tools (e.g., e-signature)

• Coordinate account transfers, distributions, and maintenance requests

• Draft correspondence and prepare documentation for clients and financial institutions

• Process financial transactions (ACH, wires, etc.)

• Maintain and update CRM systems and client records with a high level of accuracy

• Serve as a liaison between internal teams and external financial institutions

• Support preparation and distribution of client materials, including quarterly reports

• Schedule meetings and manage calendars using digital tools

Client Services Associate (Financial Services, Banking, or CPA Firm exp. req.) Qualifications

• 2+ years of client-facing administrative or office support experience required

• Experience with in wealth management, financial services, banking, or a CPA firm required

• Experience utilizing CRM systems (e.g. Salesforce, Hub Spot, Microsoft Dynamics, etc.) required

• Ability to work onsite required